We provide professional consulting services to the financial industry and beyond, providing scalable client-centered solutions that bring your strategic plans to life.
Professional Development Planning
Leadership Training Programs
Client Directed Workshops
Candidate Selection Process Hiring Support
GSE Seller/Servicer Approval Support
Investor Accounting Reconciliation & Remediation
Servicing Policies and Procedures Creation
Loan Collections Support
Executive Management Advisory Support
Implementation of Profitability Measurement Tools
Balance Sheet Liquidity Guidance
Origination Technology Implementation
Technology Administration Services
Manufacturing Assessment Workflows
Identifying Operational Efficiencies
QC Plan Creation
CRA & Fair Lending Data Analysis & Risk Assessments
Regulatory Reviews & CMS Evaluations
Pre-Exam Preparation or Post-Response and Resolution
Monthly HMDA file reviews
LAR review validations
HMDA/LAR Training and Support
Desk and Field Appraisals
Credit and Appraisal Reviews
Residential Loan Closing
Pre-funding Quality Control
Post-closing Document Reviews
Our vision is rooted in the belief that our client relationships are the heart of our business. We dedicate ourselves to recognizing and embracing the unique strengths of each client while helping them navigate risks, paving the way for transformative improvements in performance.
OUR CORE VALUES:
Client-Centric Approach: We prioritize our clients, understanding their unique strengths and challenges to tailor solutions that exceed expectations.
Continuous Improvement: We set high standards for ourselves and our clients and are committed to perpetual learning and growth, consistently seeking ways to enhance our services and deliver greater value.
Risk Mitigation: We approach challenges with a strategic mindset, proactively identifying and mitigating risks to ensure the long-term success of our clients.
People Engagement: We recognize the importance of people – both within our organization and our clients. We foster an environment that promotes collaboration, creativity, and continuous learning and development.
Organizational Reputation: We understand the significance of a positive reputation. We uphold ethical practices and transparency, building a reputation that reflects trust, reliability, and integrity.