Professional Services

WE PROVIDE

  • Solutions
  • Experience
  • Knowledge
  • Technical Expertise

Our Areas of Focus

  • Asset Sales
  • Lender Oversight
  • Underwriting and Servicer Compliance
  • Change Management
  • Financial Analysis
  • Program Compliance

We Serve

  • Federal Credit Agencies and GSES
  • FDIC, NCUA, and Other Oversight Agencies
  • DOD
  • Banks, Credit Unions, And Lenders

EXPERIENCE

$175 billion of loans reviewed

DUE DILIGENCE

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$8.2 billion in assets
41,000 loans

• Buy- and sell-side services for public sector, retail banks, investment banking, private equity, and hedge funds.

• Services include field prep, data capture, underwriting, compliance testing, and production of data sets with the capability to staff teams the size of two to 95.

• Loan types include SFR, reverse mortgages, ADC, C&I, multifamily, healthcare, office, retail, consumer, and unsecured.

LENDER AND SERVICER COMPLIANCE

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60 reviews
Loan review and compliance

• Lender and financial institution review and oversight

• Compliance for SFR, reverse, and commercial servicing operations.

• Loan review for banks and financial institutions.

REAL ESTATE SERVICES

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23 lease transactions for two agencies
Housing and healthcare

• Specialized services for the public sector related to Enhanced Use Lease Authority and other government real property strategies.

• Feasibility studies and managing multi-year, large-scale development competitions, working with local authorities and private developers.

LOSS SHARE COMPLIANCE

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$51 billion in assets
35 transactions

• Leader in providing Loss Share Compliance services related to bank closings.

• Custom review procedures to complete loan review and testing for transaction compliance.

PORTFOLIO CLOSING

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$12 billion in assets
130 closings

• Closing coordination for portfolio sales on loans and real property.

• Confirmation of conditions to close and standardized closing documentation.

• Identification and reconciliation of adjustments in accordance with sale documents.

BANK CLOSINGS

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$66 billion in assets
56 banks

• Bank closings leader, providing complete staffing solutions.

• Involvement in the process from beginning to end, including planning support, determination of staffing needs, and deployment of multi-disciplinary teams.

• Pro forma, interim servicing, asset management, employee benefits, fraud investigations, loan specialists, and facilities management.

SPECIAL SERVICING

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$9.5 billion in assets
$6.5 billion liquidated

• Public and private sector support.

• Creation and implementation of strategies for challenging assets.

• Flexible resource with no minimal volume required.

PARTNERSHIP OVERSIGHT

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$23 billion in assets
48 transactions

• Understanding of public-private partnerships.

• Oversight for multiple federal agencies related to a variety of transaction types.

CONTACT US

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Tom Rosenfeld
Cell: 312.399.7820
[email protected]