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UPDATE: Fannie Mae Knew Ginnie Was Possible Fraud Target

By DAWN KOPECKI
January 18, 2005 6:48 p.m.

Of DOW JONES NEWSWIRES

WASHINGTON -- Fannie Mae (FNM) officials were warned in late 1998 that a Fannie-approved lender the company suspected of fraud was trying to pass off problematic loans to Ginnie Mae, according to a letter the company recently sent to House lawmakers.

Fannie Mae, eager in late 1998 to unload a batch of fraudulent loans it purchased from First Beneficial Mortgage Co., knowingly allowed the North Carolina lender to resell the bogus notes to Ginnie Mae, formerly the Government Mortgage National Association, according to federal law-enforcement officials. Fannie recently agreed to forfeit $7.5 million in "tainted" funds from First Beneficial to the federal government, which lost more than $30 million money in what federal prosecutors consider one of the largest mortgage schemes ever. Loans guaranteed by Ginnie Mae, formerly the Government National Mortgage Association, are backed by the full faith and credit of the U.S. government.

Fannie Interim Chief Executive Daniel Mudd admitted to lawmakers in a letter sent Friday that Fannie knew Ginnie Mae was a possible target in the First Beneficial scheme and said the company has hired an outside law firm to investigate how its own personnel handled the situation.

"A review of the totality of the facts in hindsight suggests that Fannie Mae may have been able to take further steps to investigate and determine whether First Beneficial was engaging in conduct that amounted to fraud," Mudd said, adding that Fannie didn't have a formal process in place at the time to address fraud.

Reps. Richard Baker, R-La., Sue Kelly, R-N.Y. and Robert Ney, R-Ohio, who chair three key House Financial Services subcommittees, questioned Fannie Mae's involvement last month in the mortgage scheme.

"The lax internal oversight described by Fannie Mae in the First Beneficial fraud makes clear the need for robust external oversight and for regulatory reform to be passed by Congress this year," Baker, who released Fannie's response late Tuesday, said in a statement.

Fannie Mae forced First Beneficial to buy back several million dollars in loans beginning in late 1998 after Fannie officials discovered the mortgages were fraudulent, knowing all the while that the North Carolina lender planned to resell the bogus notes to Ginnie Mae, federal law enforcement officials contend.

Mudd said a North Carolina banking official asked Fannie in November 1998 for assistance in investigating First Beneficial, stating that the company "was attempting to get Ginnie Mae to buy loans." Mudd noted that the official did not refer to loans specifically held by Fannie Mae and that the investigator never followed up after his initial call.

A First Beneficial employee, however, specifically told Fannie that the small lender's only investors were Fannie and Ginnie, Mudd said. Another First Beneficial employee, he said, "speculated that First Beneficial might be trying to buy loans back from Fannie Mae and sell them to Ginnie Mae." Mudd's letter did not provide a timeframe for those conversations.

The Department of Housing and Urban Development asked the Justice Department to prosecute First Beneficial of Charlotte, N.C., and its owners, James and Macy McLean, in 2002 after discovering that the company was using fake borrowers to take out loans on nonexistent houses.

HUD discovered that Fannie Mae had learned of First Beneficial's fraud in late 1998 and sold back its troubled loans to First Beneficial over the next couple of years. While Fannie Mae severed ties to First Beneficial, it didn't notify regulators of the fraud, which made it possible for First Beneficial to lure Ginnie into buying those loans.

Mudd said Fannie Mae does not "routinely" issue a public notice when it suspends a loan seller or mortgage servicer.

"One of the primary reasons for this is that misrepresentations on the part of a lender do not per se constitute actionable civil or criminal fraud," Mudd said. "A lender may make misrepresentations inadvertently and unknowingly, negligently, or intentionally. Like others in the industry, in most if not all instances of suspected fraudulent activity, Fannie Mae's concerns are based solely on limited information and circumstantial evidence."

Making unfounded allegations of fraud, Mudd said, can expose Fannie to potential legal liability.

"There are substantial incentives for entities to handle problems with lenders internally," Mudd said, adding that Fannie supports an industry proposal to create a legal "safe harbor" for companies that report potential mortgage fraud, even if the conduct in question is later found to be negligence instead.

"Fannie took what it believed at the time to be reasonable steps to resolve problems with what it perceived as a small, inexperienced and negligent lender," Mudd said, noting that the company instituted new anti-fraud policies in August.

In cases where Fannie finds "material misrepresentations" with a loan, it generally asks the lender to repurchase the loan or reimburse Fannie for its losses. If a broader pattern of problems is found, Fannie could require the mortgage lender to take corrective measures internally, suspend or terminate the lender's relationship with Fannie or notify law enforcement officials, Mudd said. The company "may refer (fraudulent) activities to the appropriate law enforcement or governmental authorities" if outright fraud is suspected, Mudd said, quoting Fannie's new anti-fraud policy.

Baker, however, doesn't think that is nearly enough.

"I am not at all sure that this kind of problem has been fully addressed and won't happen again when Fannie's new policy in cases of potential violations of law is that they 'may' report them to the proper authorities and not 'must' report them," he said.

James and Macy McLean were found guilty in December 2003 of conspiring to defraud the U.S. government, money laundering and bank fraud, among other charges, and the couple were sentenced to roughly 21 years and 11 years in prison, respectively. They are appealing their sentences.

Fannie Mae officials declined to comment beyond Mudd's letter. A spokesman for the HUD Inspector General's Office, which investigated the matter for HUD, also declined comment. HUD Inspector General Kenneth Donohue previously told Dow Jones Newswires that losses to Ginnie Mae would have run roughly $7 million if Fannie reported the fraud when it was first detected.