The Oakleaf Group
The Oakleaf Group is a specialized consulting firm based in Bethesda, MD, offering a range of services including mortgage advisory, regulatory compliance, and data analytics, primarily to the financial services and mortgage industries.
Services
The Oakleaf Group offers a comprehensive range of mortgage advisory and consulting services. These include operational excellence, regulatory compliance, servicing solutions, and origination file review. Additionally, the company provides support for capital markets & securitization, model & data analytics, data engineering, process reengineering, and litigation & disputes. These services are designed to help their clients improve financial and operational performance.
Industries Served
The Oakleaf Group serves a variety of industries including asset managers, law firms, mortgage companies, federal agencies & GSEs, and financial institutions. Their expertise is particularly focused on the financial services, banking, and mortgage industries. The company employs a team of industry subject matter experts, risk management professionals, and technologists to develop tailored solutions for each of these sectors.
RMBS Investor Notice Monitoring Service
The Oakleaf Group has introduced a new RMBS Investor Notice Monitoring service. This service involves providing investor notice monitoring reports twice a month, aiming to keep clients informed and compliant. By offering this service, Oakleaf supports investors in navigating the complexities of RMBS investments and enhances their operational efficiency.
Location
The Oakleaf Group is located at 4800 Hampden Lane, Suite 200, Bethesda, MD 20814. This location serves as the hub for their team of industry experts and technologists who work together to deliver top-tier mortgage advisory and consulting services.
Customer Satisfaction
The Oakleaf Group achieved a 100% client satisfaction rate for their 2022 cohort. This indicates their commitment to delivering high-quality, effective solutions that meet the unique needs of each client. By engaging in partnerships to create tailor-made solutions, Oakleaf continually works to strengthen their clients' financial and operational performance.