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Capital Markets & Securitization

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    Navigating Complexity with Expertise in Capital Markets & Securitization

    Oakleaf offers a suite of tailored solutions that address the unique challenges of the mortgage and structured finance industries. Our approach combines innovative technology with unparalleled industry expertise to empower clients with strategic insights and enhanced risk management. From cash flow modeling to data analysis, Oakleaf’s services are designed to elevate your strategy and execution, ensuring success in a dynamic market environment.

     

    Cash Flow Modeling

     

    Employing market-leading proprietary technology, Oakleaf’s Cash Flow Modeling is designed to deliver financial forecasts, allowing for strategic planning and robust risk management.

     

    Portfolio Analytics & Valuation

     

    Benefit from Oakleaf’s deep dive into asset valuation and analytics, where our integration of key market data and performance analysis culminates in superior valuation analysis and insightful investment appraisals.

     

    Issuance Support

     

    With Oakleaf’s Issuance Support, experience seamless structuring and compliance adherence for your securitization deals, ensuring they are optimally positioned for market success.

     

    Triggered Reviews

     

    Proactive and responsive, our Triggered Reviews offer critical post-issuance analysis, swiftly identifying and managing triggers to safeguard your portfolio’s health and performance.

     

    Data Analysis/Pooling

     

    Oakleaf’s Data Analysis and Pooling services provide a granular understanding of securitized asset pools, driving opportunity discovery through meticulous data aggregation and examination.

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    Who We Are

    The Oakleaf Group is a Washington DC-based, management consulting firm focused exclusively on the financial services, banking, and mortgage industries. Our team consists of industry subject matter experts, risk management professionals, and technologists who work together to help solve our clients’ toughest problems. Oakleaf strives to enhance the financial and regulatory industry with data-driven, model-informed, analytics-enabled, and operationally rigorous services and solutions.

     

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    As a mortgage and financial services consulting firm, we assist companies throughout the mortgage and financial services industries, including banks and non-bank mortgage firms, GSEs, regulators, government agencies, law firms, insurance companies, asset managers, hedge funds, and other financial institution clients. We work closely with management to identify and prioritize challenges, and we apply deep industry expertise that drives performance, resulting in performance transformation across the organization.

     

    See how we support our clients and their teams in tackling their most complex matters. Or contact us if you want to discuss anything further.

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    Our work touches on all aspects of financial and mortgage consulting, including consulting and advisory, loan review, regulatory and compliance, modeling and analytics, litigation support, and talent support.

     

    We are always looking for great talent: people who can bring new perspectives and experiences to our team. Take a look at our available positions and see if Oakleaf seems like the right place for you.

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    From the C-suite to the field, we partner with clients to help them solve their toughest financial and mortgage-related issues. Contact Oakleaf for your business.

     

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