An objective and comprehensive approach to evaluating the variety of strategic options available to lenders with a decision making construct for action.
EDR Webinar
Presented by June Jewell, CPA, President AEC Business Solutions
November 18, 2015
Project Managers (PMs) are the key to a professional services firm’s success. Yet many firms promote technical people into roles they are not prepared or ready for. As a result, project profitability suffers and there is frustration at every level of the organization. By enabling project managers, through financial and systems training, automation, and accountability measures, the firm’s profit margins can increase substantially.
In this webinar, attendees will be able to:
-Evaluate the challenges that cause many Project Managers to struggle with project profitability
-Understand the reasons that projects go over budget
-Review the financial aspects of project management that Project Managers need to know to be successful
-Learn how technology can help Project Managers deliver more profitable projects
-Develop some best practices to help Project Managers succeed
Speaker
June R. Jewell, CPA, President AEC Business Solutions
Jewell, a thought leader and expert in AEC firm profitability, has more than 28 years of business management consulting experience, and unsurpassed knowledge of the AEC industry. In addition to this role, she is the original founder and current strategic advisor of Acuity Business Solutions, a Deltek Premier Partner and consulting firm that works with AEC firms to support business profitability through web-based enterprise management technology.
She is the Amazon best-selling author of the book “Find The Lost Dollars: 6 Steps to Increase Profits in Architecture, Engineering and Environmental Firms.” Jewell has built and run a successful consulting practice, and is a highly sought after speaker at industry events and conferences. Her past speaking engagements include AIA, ACEC, SMPS, Design and Construction Network (DCN), Society for Design Administration (SDA), Zweig Group (formerly ZweigWhite), PSMJ, ROG Growth and Ownership Conference, Project Management Institute (PMI), Deltek Insight and Business of Architecture (BOA).
Vendor Management Best Practices: Is Your Program Up to Par?EDR
Vendor Management Best Practices: Is Your Program Up to Par?
Webinar presented by Scott Roller, former head of vendor management at Citigroup
August 12, 2015
Among the top challenges lenders face today is the need to meet higher expectations set by the OCC and the Federal Reserve governing the use of third-party vendors. While the guidelines were released over a year ago, there is still confusion about what institutions should be doing.
One thing, however, is certain. Effective vendor management takes resources, and many institutions are finding it necessary to add staff and/or technology to help with the cause, particularly smaller institutions. The regulators have made it clear, vendor management is not just a one-time assessment, but is an ongoing process, and monitoring vendors long term is as important as the initial due diligence.
EDR is pleased to host a webinar on this timely topic on Wednesday, August 12, 2015 at 2:00 p.m. EST. Scott Roller, former head of vendor management at Citigroup, will provide clarity on the new regulations and help break down regulator expectations into easy-to-understand terms. Roller will explore key dimensions that attendees can use as the foundation for building out their own robust vendor management oversight program, from initial vendor risk classification all the way through ensuring adequate executive engagement in vendor management.
Attendees will learn best practices for satisfying regulators with this educational workshop, including answers to the following:
• What does the latest regulatory guidance on vendor management require?
• What are the biggest headaches banks are facing in complying with them?
• What advice is recommended for smaller banks struggling with limited manpower/resources?
• What are bank examiners looking for during audits?
• What are the latest best practices for policies and procedures?
• How are banks coping with the need to track and monitor vendors?
• What are the most common shortcomings that audits reveal?
Reviews the importance of the claims payment process and how that moment of truth can define the competitive advantage of an insurance company. Focus is on how understanding and improving the process of claims payment benefits market share and organic growth.
EDR Webinar
Presented by June Jewell, CPA, President AEC Business Solutions
November 18, 2015
Project Managers (PMs) are the key to a professional services firm’s success. Yet many firms promote technical people into roles they are not prepared or ready for. As a result, project profitability suffers and there is frustration at every level of the organization. By enabling project managers, through financial and systems training, automation, and accountability measures, the firm’s profit margins can increase substantially.
In this webinar, attendees will be able to:
-Evaluate the challenges that cause many Project Managers to struggle with project profitability
-Understand the reasons that projects go over budget
-Review the financial aspects of project management that Project Managers need to know to be successful
-Learn how technology can help Project Managers deliver more profitable projects
-Develop some best practices to help Project Managers succeed
Speaker
June R. Jewell, CPA, President AEC Business Solutions
Jewell, a thought leader and expert in AEC firm profitability, has more than 28 years of business management consulting experience, and unsurpassed knowledge of the AEC industry. In addition to this role, she is the original founder and current strategic advisor of Acuity Business Solutions, a Deltek Premier Partner and consulting firm that works with AEC firms to support business profitability through web-based enterprise management technology.
She is the Amazon best-selling author of the book “Find The Lost Dollars: 6 Steps to Increase Profits in Architecture, Engineering and Environmental Firms.” Jewell has built and run a successful consulting practice, and is a highly sought after speaker at industry events and conferences. Her past speaking engagements include AIA, ACEC, SMPS, Design and Construction Network (DCN), Society for Design Administration (SDA), Zweig Group (formerly ZweigWhite), PSMJ, ROG Growth and Ownership Conference, Project Management Institute (PMI), Deltek Insight and Business of Architecture (BOA).
Vendor Management Best Practices: Is Your Program Up to Par?EDR
Vendor Management Best Practices: Is Your Program Up to Par?
Webinar presented by Scott Roller, former head of vendor management at Citigroup
August 12, 2015
Among the top challenges lenders face today is the need to meet higher expectations set by the OCC and the Federal Reserve governing the use of third-party vendors. While the guidelines were released over a year ago, there is still confusion about what institutions should be doing.
One thing, however, is certain. Effective vendor management takes resources, and many institutions are finding it necessary to add staff and/or technology to help with the cause, particularly smaller institutions. The regulators have made it clear, vendor management is not just a one-time assessment, but is an ongoing process, and monitoring vendors long term is as important as the initial due diligence.
EDR is pleased to host a webinar on this timely topic on Wednesday, August 12, 2015 at 2:00 p.m. EST. Scott Roller, former head of vendor management at Citigroup, will provide clarity on the new regulations and help break down regulator expectations into easy-to-understand terms. Roller will explore key dimensions that attendees can use as the foundation for building out their own robust vendor management oversight program, from initial vendor risk classification all the way through ensuring adequate executive engagement in vendor management.
Attendees will learn best practices for satisfying regulators with this educational workshop, including answers to the following:
• What does the latest regulatory guidance on vendor management require?
• What are the biggest headaches banks are facing in complying with them?
• What advice is recommended for smaller banks struggling with limited manpower/resources?
• What are bank examiners looking for during audits?
• What are the latest best practices for policies and procedures?
• How are banks coping with the need to track and monitor vendors?
• What are the most common shortcomings that audits reveal?
Reviews the importance of the claims payment process and how that moment of truth can define the competitive advantage of an insurance company. Focus is on how understanding and improving the process of claims payment benefits market share and organic growth.
Visionet’s Repurchase Portal improves the effectiveness of decisions by increasing the number of successful appeals, and increasing the efficiency of the department by automating routine operations, leveraging skills, enforcing rules and reducing costs for the department. Visionet’s Repurchase Portal brings efficiency, value, and ease of information exchange within various departments in a uniform and a centralized manner.
Why Do Banks Spends Millions for Credit Management System?Banu HImawan
While Financial Technology well known as Fintech is altering the way Banks and NBFIs run their businesses, more are still curbed by hesitation of the investment cost will not pay-off.
Vendor Management - Compliance Checklist Manifesto SeriesContinuity Control
Regulatory examiners are expecting to see and review your financial institution's vendor management program, which is to include a process for assessing specific vendor risk, vendor selection, contracting, and ongoing oversight. This webinar will demonstrate that implementing a repeatable process will provide consistency and reduce your institution's Compliance Tax by saving you time and resources, including helping to ensure your valuable dollars are spent wisely.
Objectives:
- Understanding of the regulatory requirements for the vendor management program
- High level overview of the key elements
- Provide guidance in developing your program
ISM: Power Up! Become a Strategic Influence with Your Company’s Indirect Proc...Mike Inman
Presentation by Mike Inman and Rich Vales given at ISM 2011 conference in Orlando, Power Up! Become a Strategic Influence with Your Company’s Indirect Procurement Spend
Identifying knowledge value measurement in a company - june 2006Epistema
Paper Contribution for Knowledge Board Community - UK- after Conference: "Contactivity '06" - april 2006, at Business School of University of Greenwich - London
Specialty insurance is, well special, because each risk can be unique and complex. So is it really possible to improve specialty lines underwriting? The answer is a resounding yes!
In this eBook, we’ll share best practices and lessons learned in improving specialty lines underwriting.
You’ll learn how you can use underwriting risk management systems to:
Improve underwriting profitability
Seize new market opportunities
Provide world-class broker service
View and download the complimentary survey results.
IT outsourcing - Best practices in vendor managementComarch
Vendor management to meet business objectives, to minimize potential business disription and to avoid deal and delivery failure. What is important for vendor management and what are the lessons learned?
Visionet’s Repurchase Portal improves the effectiveness of decisions by increasing the number of successful appeals, and increasing the efficiency of the department by automating routine operations, leveraging skills, enforcing rules and reducing costs for the department. Visionet’s Repurchase Portal brings efficiency, value, and ease of information exchange within various departments in a uniform and a centralized manner.
Why Do Banks Spends Millions for Credit Management System?Banu HImawan
While Financial Technology well known as Fintech is altering the way Banks and NBFIs run their businesses, more are still curbed by hesitation of the investment cost will not pay-off.
Vendor Management - Compliance Checklist Manifesto SeriesContinuity Control
Regulatory examiners are expecting to see and review your financial institution's vendor management program, which is to include a process for assessing specific vendor risk, vendor selection, contracting, and ongoing oversight. This webinar will demonstrate that implementing a repeatable process will provide consistency and reduce your institution's Compliance Tax by saving you time and resources, including helping to ensure your valuable dollars are spent wisely.
Objectives:
- Understanding of the regulatory requirements for the vendor management program
- High level overview of the key elements
- Provide guidance in developing your program
ISM: Power Up! Become a Strategic Influence with Your Company’s Indirect Proc...Mike Inman
Presentation by Mike Inman and Rich Vales given at ISM 2011 conference in Orlando, Power Up! Become a Strategic Influence with Your Company’s Indirect Procurement Spend
Identifying knowledge value measurement in a company - june 2006Epistema
Paper Contribution for Knowledge Board Community - UK- after Conference: "Contactivity '06" - april 2006, at Business School of University of Greenwich - London
Specialty insurance is, well special, because each risk can be unique and complex. So is it really possible to improve specialty lines underwriting? The answer is a resounding yes!
In this eBook, we’ll share best practices and lessons learned in improving specialty lines underwriting.
You’ll learn how you can use underwriting risk management systems to:
Improve underwriting profitability
Seize new market opportunities
Provide world-class broker service
View and download the complimentary survey results.
IT outsourcing - Best practices in vendor managementComarch
Vendor management to meet business objectives, to minimize potential business disription and to avoid deal and delivery failure. What is important for vendor management and what are the lessons learned?
Transform Your Life | Clay Staires | The Leadership InitiativeClay Staires
Looking for an Outstanding Motivational Speaker in Philadelphia? Clay Staires speaks to groups across the country on Personal Development and Business Leadership. www.claystaires.com
Now joining us for the third year in a row, Ash will provide a further ‘digital dear diary’ update, focusing specifically on his team’s work to influence change to build a truly digital culture across the organisation.
In June 2013, Ash Roots spoke at the Digital Summit just a few months into his role as Director of Digital at Direct Line Group. Brought in to lead a digital transformation at the major insurer, he explained what he’d learned in his early weeks and months… what was working and what wasn’t… how he was trying to build capability and what he saw coming down the road. One year later, Ash reprised his role with an update. How had the last year gone? What progress had been made and what led to that progress? Did things really pan out the way he thought and if not, what got in the way and how did he tackle it?
Original air date: Feb. 9, 2017
Rebroadcast and recording information at http://www.mhmcpa.com
Administrative, legislative and judicial updates emerge from Washington each quarter that may affect your business. Our free, quarterly webinars provide insight to help prepare you for the tax developments of the most interest to you, your business and other interested stakeholders.
Our Eye on Washington webinars assist CEOs, CFOs, financial executives and advisors, and other interested parties in navigating the complex tax environment. From federal tax reform to IRS guidance and healthcare reform, topics covered will provide the up-to-date information you need to help you plan for the future.
Building A Culture Of Digital DisruptionShevy Magen
Last spring the UCLA IS Associates introduced the next wave of internet evolution known as the “Internet of Everything” (IoE), which we defined as the connection of people, data, processes, and things with ever smarter technologies in order to create digitalization. Now the digital world and its ramifications have moved from out of the shadows into center stage, creating winners and losers across all industries and geographies.
With the digital narrative continuing to gain prominence in Boardrooms, we have tailored this year’s UCLA program to explore new business models, trends and opportunities necessary for the establishment of a “Culture of Digital Disruption”. 2014 created more information than the past 5,000 years combined, and the digital universe will reach 40 zettabytes (ZB) of data by the year 2020. This data torrent is continuing to come at Chief Executives with increasing velocity resulting in the highest recorded levels of CIOs reporting directly to their CEOs.
IFRS (International Financial Reporting Standards) 9 is not just an accounting standard, but a game-changer. In today’s capital constrained environment, the increased volatility of P&L and that of associated regulatory capital are likely to have a profound impact across the stakeholder community. This presentation provides an overview of our assistance themes. If you are project sponsor or a stakeholder, please feel free to organize a call with us to discuss how Nexx can assist you.
Real estate risk advisory brochure 2013Nidhi Gupta
Riskpro India is a specialized Risk Management Consulting firm providing risk management advisory, risk trainings, internal audits, forensic accounting, investigations, fraud prevention, process reviews services etc.
Real estate services involves the purchase, ownership, management, rental and/or sale of real estate for profit. Improvement of realty property as part of a real estate investment strategy is generally considered to be a sub-specialty of real estate investing called real estate development. Real estate is an asset form with limited liquidity relative to other investments. Management and evaluation of risk is a major part of any successful real estate investment strategy where risk occurs in many different ways at every stage of the investment process from sale, purchase, tenancy to market and environmental conditions where one needs a prudent approach for mitigating potential risks in this business for investors, buyers, sellers and vendors.
Basis above backdrop we’re pleased to launch our comprehensive Real estate Risk advisory services in addition to our existing bouquet of Risk advisory, Consulting, Training & Human Capital Services. Our services are offered through our multi location delivery centres in major metros with total presence in 11 Indian cities network.
“We are quoted in recent Economic Times news as among fastest growing risk consulting firms in India.”
Collaborating in Context - NexJ SystemsSymphony.com
Learn how leading global financial services firms integrate Symphony's communications platform with enterprise customer relationship management (CRM) tools to keep collaboration centered around customers, accounts, and deals.
Unlocking the Performance Levers of Commercial UnderwritingCognizant
As insurance underwriters are called upon to do more, automation and lean processes -- such as decision support analystics -- are the keys to boosting effectiveness and efficiency.
Vendor or supplier risk management is an evolving discipline in operations management for manufacturers, retailers, financial services companies and government sector where the organization is highly dependent on vendors to achieve business objectives. Outsourcing, globalization, lean supply chain initiatives and supplier rationalization have contributed to a highly fragmented model, where control is often several steps removed from the corporation. While these models have allowed companies to reduce overall costs and expand quickly into new markets, they also expose the company to the risk of a vendor suddenly going bankrupt, closing operations or being acquired ,resulting in delivery disruptions, business continuity challenges leading to poor servicing to end user requirements.
In order to overcome outsourcing industry risk challenges & provide comprehensive vendor risk management solutions spanning industry sectors to enterprises, we’re pleased to launch our Vendor Risk Management services in addition to our existing bouquet of Risk advisory, Consulting, Training & Human Capital Services. Our services are offered through our multi location delivery centres in major metros with total presence in 11 Indian cities network.
when will pi network coin be available on crypto exchange.DOT TECH
There is no set date for when Pi coins will enter the market.
However, the developers are working hard to get them released as soon as possible.
Once they are available, users will be able to exchange other cryptocurrencies for Pi coins on designated exchanges.
But for now the only way to sell your pi coins is through verified pi vendor.
Here is the telegram contact of my personal pi vendor
@Pi_vendor_247
how to sell pi coins in South Korea profitably.DOT TECH
Yes. You can sell your pi network coins in South Korea or any other country, by finding a verified pi merchant
What is a verified pi merchant?
Since pi network is not launched yet on any exchange, the only way you can sell pi coins is by selling to a verified pi merchant, and this is because pi network is not launched yet on any exchange and no pre-sale or ico offerings Is done on pi.
Since there is no pre-sale, the only way exchanges can get pi is by buying from miners. So a pi merchant facilitates these transactions by acting as a bridge for both transactions.
How can i find a pi vendor/merchant?
Well for those who haven't traded with a pi merchant or who don't already have one. I will leave the telegram id of my personal pi merchant who i trade pi with.
Tele gram: @Pi_vendor_247
#pi #sell #nigeria #pinetwork #picoins #sellpi #Nigerian #tradepi #pinetworkcoins #sellmypi
US Economic Outlook - Being Decided - M Capital Group August 2021.pdfpchutichetpong
The U.S. economy is continuing its impressive recovery from the COVID-19 pandemic and not slowing down despite re-occurring bumps. The U.S. savings rate reached its highest ever recorded level at 34% in April 2020 and Americans seem ready to spend. The sectors that had been hurt the most by the pandemic specifically reduced consumer spending, like retail, leisure, hospitality, and travel, are now experiencing massive growth in revenue and job openings.
Could this growth lead to a “Roaring Twenties”? As quickly as the U.S. economy contracted, experiencing a 9.1% drop in economic output relative to the business cycle in Q2 2020, the largest in recorded history, it has rebounded beyond expectations. This surprising growth seems to be fueled by the U.S. government’s aggressive fiscal and monetary policies, and an increase in consumer spending as mobility restrictions are lifted. Unemployment rates between June 2020 and June 2021 decreased by 5.2%, while the demand for labor is increasing, coupled with increasing wages to incentivize Americans to rejoin the labor force. Schools and businesses are expected to fully reopen soon. In parallel, vaccination rates across the country and the world continue to rise, with full vaccination rates of 50% and 14.8% respectively.
However, it is not completely smooth sailing from here. According to M Capital Group, the main risks that threaten the continued growth of the U.S. economy are inflation, unsettled trade relations, and another wave of Covid-19 mutations that could shut down the world again. Have we learned from the past year of COVID-19 and adapted our economy accordingly?
“In order for the U.S. economy to continue growing, whether there is another wave or not, the U.S. needs to focus on diversifying supply chains, supporting business investment, and maintaining consumer spending,” says Grace Feeley, a research analyst at M Capital Group.
While the economic indicators are positive, the risks are coming closer to manifesting and threatening such growth. The new variants spreading throughout the world, Delta, Lambda, and Gamma, are vaccine-resistant and muddy the predictions made about the economy and health of the country. These variants bring back the feeling of uncertainty that has wreaked havoc not only on the stock market but the mindset of people around the world. MCG provides unique insight on how to mitigate these risks to possibly ensure a bright economic future.
what is the future of Pi Network currency.DOT TECH
The future of the Pi cryptocurrency is uncertain, and its success will depend on several factors. Pi is a relatively new cryptocurrency that aims to be user-friendly and accessible to a wide audience. Here are a few key considerations for its future:
Message: @Pi_vendor_247 on telegram if u want to sell PI COINS.
1. Mainnet Launch: As of my last knowledge update in January 2022, Pi was still in the testnet phase. Its success will depend on a successful transition to a mainnet, where actual transactions can take place.
2. User Adoption: Pi's success will be closely tied to user adoption. The more users who join the network and actively participate, the stronger the ecosystem can become.
3. Utility and Use Cases: For a cryptocurrency to thrive, it must offer utility and practical use cases. The Pi team has talked about various applications, including peer-to-peer transactions, smart contracts, and more. The development and implementation of these features will be essential.
4. Regulatory Environment: The regulatory environment for cryptocurrencies is evolving globally. How Pi navigates and complies with regulations in various jurisdictions will significantly impact its future.
5. Technology Development: The Pi network must continue to develop and improve its technology, security, and scalability to compete with established cryptocurrencies.
6. Community Engagement: The Pi community plays a critical role in its future. Engaged users can help build trust and grow the network.
7. Monetization and Sustainability: The Pi team's monetization strategy, such as fees, partnerships, or other revenue sources, will affect its long-term sustainability.
It's essential to approach Pi or any new cryptocurrency with caution and conduct due diligence. Cryptocurrency investments involve risks, and potential rewards can be uncertain. The success and future of Pi will depend on the collective efforts of its team, community, and the broader cryptocurrency market dynamics. It's advisable to stay updated on Pi's development and follow any updates from the official Pi Network website or announcements from the team.
how to sell pi coins on Bitmart crypto exchangeDOT TECH
Yes. Pi network coins can be exchanged but not on bitmart exchange. Because pi network is still in the enclosed mainnet. The only way pioneers are able to trade pi coins is by reselling the pi coins to pi verified merchants.
A verified merchant is someone who buys pi network coins and resell it to exchanges looking forward to hold till mainnet launch.
I will leave the telegram contact of my personal pi merchant to trade with.
@Pi_vendor_247
The secret way to sell pi coins effortlessly.DOT TECH
Well as we all know pi isn't launched yet. But you can still sell your pi coins effortlessly because some whales in China are interested in holding massive pi coins. And they are willing to pay good money for it. If you are interested in selling I will leave a contact for you. Just telegram this number below. I sold about 3000 pi coins to him and he paid me immediately.
Telegram: @Pi_vendor_247
The Evolution of Non-Banking Financial Companies (NBFCs) in India: Challenges...beulahfernandes8
Role in Financial System
NBFCs are critical in bridging the financial inclusion gap.
They provide specialized financial services that cater to segments often neglected by traditional banks.
Economic Impact
NBFCs contribute significantly to India's GDP.
They support sectors like micro, small, and medium enterprises (MSMEs), housing finance, and personal loans.
Even tho Pi network is not listed on any exchange yet.
Buying/Selling or investing in pi network coins is highly possible through the help of vendors. You can buy from vendors[ buy directly from the pi network miners and resell it]. I will leave the telegram contact of my personal vendor.
@Pi_vendor_247
how can I sell pi coins after successfully completing KYCDOT TECH
Pi coins is not launched yet in any exchange 💱 this means it's not swappable, the current pi displaying on coin market cap is the iou version of pi. And you can learn all about that on my previous post.
RIGHT NOW THE ONLY WAY you can sell pi coins is through verified pi merchants. A pi merchant is someone who buys pi coins and resell them to exchanges and crypto whales. Looking forward to hold massive quantities of pi coins before the mainnet launch.
This is because pi network is not doing any pre-sale or ico offerings, the only way to get my coins is from buying from miners. So a merchant facilitates the transactions between the miners and these exchanges holding pi.
I and my friends has sold more than 6000 pi coins successfully with this method. I will be happy to share the contact of my personal pi merchant. The one i trade with, if you have your own merchant you can trade with them. For those who are new.
Message: @Pi_vendor_247 on telegram.
I wouldn't advise you selling all percentage of the pi coins. Leave at least a before so its a win win during open mainnet. Have a nice day pioneers ♥️
#kyc #mainnet #picoins #pi #sellpi #piwallet
#pinetwork
Introduction to Indian Financial System ()Avanish Goel
The financial system of a country is an important tool for economic development of the country, as it helps in creation of wealth by linking savings with investments.
It facilitates the flow of funds form the households (savers) to business firms (investors) to aid in wealth creation and development of both the parties
How to get verified on Coinbase Account?_.docxBuy bitget
t's important to note that buying verified Coinbase accounts is not recommended and may violate Coinbase's terms of service. Instead of searching to "buy verified Coinbase accounts," follow the proper steps to verify your own account to ensure compliance and security.
What price will pi network be listed on exchangesDOT TECH
The rate at which pi will be listed is practically unknown. But due to speculations surrounding it the predicted rate is tends to be from 30$ — 50$.
So if you are interested in selling your pi network coins at a high rate tho. Or you can't wait till the mainnet launch in 2026. You can easily trade your pi coins with a merchant.
A merchant is someone who buys pi coins from miners and resell them to Investors looking forward to hold massive quantities till mainnet launch.
I will leave the telegram contact of my personal pi vendor to trade with.
@Pi_vendor_247
10. Efficacy Exposure Potential Lender Exposure to Low Quality Loans: Non Performing Assets / Buybacks With the expectation that as much as 15% of some mortgage classes will be in default by 2009, investors will be vigorously looking for breaches in the representations made by lenders Lender Exposure/ Contingent Liabilities
22. KPO: Areas of Consideration Retention & New Customer Development New Program Development Operations Support/Audit Accounting / Analytics Default Management Customer database mining and segmentation Underwriting / Risk Scorecard Rules administration for Business Process Management Servicing and Securitization accounting reviews Claims management and compliance audit Internet marketing plan New Program Development: FHA Lending Review and evaluation of compliance and best practices Credit Risk Analytics and Active Portfolio Management of High Risk Loans Marketing and management plans New Program Development: Reverse Mortgage Pipeline and/or interest rate hedging Fair Value analysis/valuations: fair value Loss mitigation strategies New Program Development: Construction Lending Vendor management, exception management, workflow automation Compliance and adherence to FAS 140, FAS 133, FAS 90, FAS 159 Loss Mitigation and REO final loss/gain analysis
23.
24.
25. Tools & Technology Direct Marketing Loan Processing Secondary marketing Closing & Funding Servicing/ Portfolio Mgmt Default Management POS and Agents Assisted Origination Comprehensive Fraud (identity/property/ misrep/emp-income , compliance, and eligibility checks Pipeline and/or interest rate hedging Electronic closing room Match & Append data service Broker Price Opinions, value reconciliation report, REO appraisal Multi consumer lending products direct or agent assisted Electronic document management, disclosure, presentment, and eSign/Websign Rate lock administration and confirmation and extensions eNote registration with MERS Second Trust search/scrub Field services, condition reports Diagnose, analyze and present solutions Pricing & Eligibility Engines: Pipeline administration and reporting eSign & WebSign Electronic Vault Loss mitigation title services On demand customized lead search Vendor Mgmt: Vendor selection, integration, data/doc mgmt Pipeline Manager and Multi investor rate locks Compliance and eligibility checks Electronic modification preparation, presentment, and signing Best fit product tools Rules mgmt and workflow automation
26.
27. Capital Financial Solutions Overview & Approach Solutions Broad and deep assessment & triaging of business problems – FAST! Triage the Problem Objectively Explore Solution Options Solve The Problem as Quickly & Cost Effectively as Possible Is it better that I try to solve the problem with help, or are there existing full/partial solutions in the market?