Resources

On June 27, 2023, we led a training for the FFIEC on trends in the mortgage banking marketplace, pipeline risk management, and mortgage servicing rights.

Key Takeaway The immediate recognition of the potential credit losses from COVID by the largest banks are a good illustration of how CECL should work. Wilary Winn offers CECL estimates…

Summary The accounting and regulatory reporting for mortgage banking activities is relatively complex. For example, locking in a rate with a borrower for a loan to be sold into the…

Key Takeaway This white paper is an example of where we excel. We combined the use of sophisticated financial techniques with a deep understanding of the required financial accounting to…

Key Takeaway Wilary Winn provides robust life-of-loan credit loss estimates that quantify capital at risk under various macroeconomic scenarios. How Can We Help You? Released April 2020 Introduction The Community…

Key Takeaway Wilary Winn provides valuations of mortgage servicing rights and mortgage banking derivatives as well as turnkey advice on how to properly account for them. We value more than…

Key Takeaway Wilary Winn provides robust life-of-loan credit loss estimates that quantify capital at risk under various macroeconomic scenarios. How Can We Help You? Released March 2020 Introduction The Community…

Key Takeaway We provide ALM and CECL solutions that help our clients measure, monitor, and mitigate balance sheet risk on an integrated basis. We consider credit, interest rate, and liquidity…

Key Takeaway This paper explores strategic considerations, tax consequences, and legal & regulatory issues related to the recent trend of credit unions buying banks. How Can We Help You? Released…

Key Takeaway Wilary Winn provides robust life-of-loan credit loss estimates that quantify capital at risk under various macroeconomic scenarios. How Can We Help You? Released September 2019 Introduction On September…