Loan/Debt Servicing, Originations, Insurance, Consumer Lending

  • Performing and defaulted loans – strategy formulation and execution. Clarity and articulation of competitive advantage.

  • Build/scale compliant loan servicing organizations into profitable enterprises and achieve high ratings.

  • Start-up; growth/scale; turnaround; liquidation; mergers and acquisitions.

  • Crisis management, disaster and pandemic response.

  • Competitive positioning, pricing strategy, marketing campaigns, brand, distribution channels.

  • Product, program and service offering expansion.

  • Customer journey website, mobile app, IVR, and social media. Champion customer service, high satisfaction levels and low volume of complaints.

  • Client management – business development, onboarding, service level agreements, contracts.

  • Vendor management and governance.

  • All origination channels – direct to consumer, wholesale, correspondent.

  • All programs – private, GSE’s, government loans.