Services

The Oakleaf Group offers a wide range of business, management and technical consulting services.  Our service offerings operate as a coordinated whole, allowing Oakleaf to deliver integrated solutions tailored to our clients’ needs.  We provide a broad spectrum of financial, operational, data and technology expertise to achieve rapid, tangible results for our clients.

Oakleaf Group’s Modeling and Analytics team provides technical and quantitative support to modeling and analytic clients in the financial services industry. Our experience has been honed on numerous engagements with mid-size banks, regulators and GSEs.   We specialize in:
  • CECL: Consulting around the development and implementation of a Current Expected Credit Loss (CECL) framework.
  • Model Integration:  Process improvement for controlled execution of end-to-end runs and attribution analysis, using our proprietary execution framework.
  • Model Risk Management:  Model documentation, model lifecycle standards, model validation, and MRA remediation.
  • Stress Testing, Loss Forecasting, and Reserving:  CCAR & PPNR stress testing, CECL, and related functions.
  • Custom Model Development: With particular emphasis on mortgage, CMO and RMBS modeling.

Our Due Diligence team offers a wide range of mortgage quality control and due diligence services, including:

  •  Third Party Quality Assurance and Quality Control
  • Compliance Management
  • TRID Compliance
  • HMDA Reporting
  • Pull-through analysis
  • Outsourced Underwriting

Where clients are primarily looking for staffing support, our Risk Initiatives team can provide senior-, mid- and junior- level resources with the necessary skill sets, who can work onsite at our clients' offices, or at the Oakleaf Group offices.