Client Served and Partners

Clients served

Financial institutions for ERM

We serve financial institutions ranging in size from $500 million to $15 billion in the design and execution of enterprise risk management solutions.

Banks for process design

Sometimes a specific area of the organization can provide ongoing trouble as identified by examiners or internal audit. We serve financial institutions of various sizes to evaluate business processes, management, systems and organizational design and provide pointed and prioritized solutions to correct these problems at their root cause.

Mortgage servicers for ERM

New regulations are requiring mortgage servicers and mortgage servicing divisions of banks to critically assess and respond to business risk. We have been on the forefront of this effort evaluating enterprise risk management strategies within mortgage servicers, establishing governance policies and engineering systems and procedures to more effectively manage risk throughout these mortgage servicing entities.

Financial institutions for quality control

Whether a bank’s operation or a mortgage servicer we provide ongoing monthly quality reviews compared to risk management best practices and/or investor and insurer requirements.

Consultants for subject matter expertise

We provide specific subject matter expertise when it comes to bank enterprise risk management strategies and mortgage servicing strategies related to mortgage servicing enterprise risk management and the specific servicing of GNMA securities and FHA and VA insured mortgages.