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Case Studies

Learn how we've helped businesses overcome challenges and achieve exceptional results.

Enterprise Risk Management

Executive management and the board of directors of an independent mortgage banker with nation-wide footprint recognized that the company was frequently experiencing various risk events. While these risk events were often small, management noted the events often required a crisis management approach to resolve in a timely and efficient manner.
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Enterprise Risk Management

Mortgage Banking

A financial institution had only originated mortgage loans for investment in its long history. When the bank’s marginal cost of funds materially increased over the loan portfolio earnings rate, bank management realized that it had to transform its mortgage loan origination business to originate for resale into the secondary market.
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Mortgage Banking