Our Services

Home 9 Services

Asset Liability Management (ALM)

We provide outsourced ALM analyses that measure and report interest rate, liquidity, and credit risk on a fully integrated basis, providing our clients with a best-in-class solution and powerful tools to manage their business.

learn more

Fair Value Determinations

We offer Mortgage Banking Derivatives (IRLCS) and Fair Value Footnotes to support our primary lines of business.

learn more

Current Expected Credit Losses (CECL)

We provide predictive, outsourced CECL reporting, developed from detailed analysis of granular cohorts, through a complete peak-to-trough business cycle.

learn more

Mergers & acquisitions

We have performed more than 600 merger-related valuations under the purchase accounting rules issued in 2009.

learn more

Valuation of Loan Servicing

We provide servicing valuations to more than 400 clients including valuations of servicing backed by:

  • Residential Mortgage Servicing Rights
  • SBA 7(a) Loan Servicing
  • SBA 7(a) Gain on Sale
  • Commercial Servicing
  • Other Consumer Loan Types
learn more

FEATURED

Best Practices in ALM [WW University PowerPoint]
The content includes using iterative ALM analysis to improve risk-based pricing by explicitly quantifying credit losses, and how product mix changes in loan and investment portfolios can affect balance sheet risks and return measured on an integrated basis.
Read More

WHAT OUR CLIENTS SAY

“Wilary Winn’s expertise is a critical component in our risk assessment balance of maintaining current income coupled with appropriate and realistic evaluations […]”

– Michael Harden, Executive Vice President & CIO, F&A Federal Credit Union – Monterey Park, CA