SERVICES

Whether you're a financial institution, a growing business, or anything in between, if risk, compliance, or operational complexity is the problem, this is where you start.
What We Do

One Firm That Knows How to Execute

01.

Servicing Operations & Vendor Performance

Optimization of loan and lease servicing operations across in-house and outsourced environments. Includes SLA framework design, vendor governance, BPO performance management, servicing technology assessment, and reporting infrastructure that gives executives real-time visibility into operational  performance.

02.

Collections & Loss Mitigation Strategy
End-to-end collections and loss mitigation strategy for commercial finance, equipment lessor, and consumer finance platforms. Includes roll-rate analysis, segmentation, treatment strategy, dialer and digital channel optimization, hardship and workout programs, and vendor strategy across early-stage through late-stage delinquency.

03.

Asset Recovery, Remarketing & Distressed Portfolio Management

Post-default recovery strategy and execution for equipment, transportation, and commercial finance portfolios. Includes repossession network management, remarketing channels, recovery yield optimization, and distressed portfolio workout — including engagements involving complex creditor relations and multi-jurisdictional restructuring. 

01.

Credit Risk & Lending Strategy
Design, evaluate, and strengthen credit risk frameworks from origination through portfolio monitoring, backed by our team’s combined experience managing complex, multi-billion-dollar portfolios.

02.

Financial Risk & Portfolio Management

Enhance portfolio performance and protect asset quality through delinquency trend analysis, risk stratification, loss reserve review, and stress scenario modeling. 

01.

Regulatory & Compliance Advisory
Navigate evolving federal and state regulatory requirements with expert guidance on AML/BSA/KYC, fair lending, examination preparation, and corrective action plans.

02.

Audit Readiness & Remediation

Prepare for regulatory, internal, and third-party audits through proactive control testing, gap analysis, mock examination exercises, and remediation planning. 

01.

Interim & Fractional Leadership
Deploy C-suite and VP-level executives, CFO, CRO, CCO, VP Credit /Collections / Operations on a fractional or interim basis for transitions, acquisitions, or leadership gaps.

02.

Capital Markets Advisory

Design and optimize capital markets programs from warehouse facilities through term securitization, syndication, SPV formation, and investor reporting.