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Mortgage CFO2Go

Financial Consultation

A significant point of risk is tracking mortgage lending cash/wire events to the CORE for federal reporting.

As your Mortgage Lending CFO2Go, Dr. Schell will help to measure and fine-tune a mortgage lending division's performance, including financial planning, risk management, and reporting. A significant point of risk is tracking mortgage lending cash/wire events to the CORE for federal reporting. The scope of review extends to validating regulatory compliance, optimizing financial performance, and supporting strategic decision-making to achieve the company's ROE and ROA objectives.
It is important to note that a mortgage division is NOT measured by interest spread as the primary measure but rather by generating a loan sale gain on sale as expected based on product pricing. 

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