Services Areas of Expertise Industry

Mortgage and Fixed Income Operations

TEAM EXPERIENCE


• Leadership in large scale business and
  technology re-engineering efforts

• Implementation of multiple governance and
  oversight functions

• Leadership in product development and
  implementation for mortgage and security products
  in the GSE arena



• Architecture, business analysis, business
  requirements, testing, PMO and QA/QC

• Significant experience managing $25 million plus
  enterprise engagements

• Delivery of transactional, operational and
  enterprise data infrastructure with associated
  analytics and reporting applications and data
  management processes

EXPERTISE


Mortgage Conduit Operations
• Loan origination

• Application, credit decision and
  scorecards, closing and post closing

• Secondary marketing

• Pipeline management and ‘Best
  Execution’ analysis, mandatory and
  best efforts, servicing released and
  retained

• Loan servicing

• Master servicing and default asset
  management, note custody
  management

• Securitization and re-securitization

• Pooling and stratification, deal
  structuring, structure reverse
  engineering and tie out
• Collateral receipt and security
  issuance, bond payment, disclosure,
  investor tax reporting
• Ex post and ex ante bond and
  collateral analysis


Mortgage Products
• Fixed rate, ARM, prime and sub-prime, single
  family, multifamily, commercial, reverse mortgage,
  GSE and GNMA

Click here for PDF of Multifamily service offering


Other Assets including Credit Card and Auto Loans


Security Products and Structures

• MBS, Giants/Megas, Strips, REMICs/CMOs, ABS,
  CMBS and CDO

 

Default Asset Management

• Strategic default servicing

• Investment operational oversight

• Portfolio valuation and disposition

• Loan surveillance

Click here for PDF of Default Asset Management service offering

 

Structured Finance - Click here for PDF

 

Compliance and Quality Assurance - Click here for Document

 


SAMPLE PROJECTS


Mortgage Conduit Integration
• Process to process integration
• Channel integration
• Integration to capital markets
• B-to-B and B-to-C Integration


Enterprise Business Architecture

• Domain and business process modeling
• Business flexibility modeling


Master Data Implementation
• Loan master, security master, market and
  reference master


Operational and Process Governance

• Data management and data quality
• Business rules management
• PMO/QA/QC


Product Implementation

• Mortgage product implementation
• MBS product line implementation