The Oakleaf Group is a nationwide consulting and advisory firm for the mortgage and structured finance industries. Founded in 2007 by industry veterans, Oakleaf offers a comprehensive suite of solutions that spans the mortgage lifecycle. Our cross-functional teams are dedicated to supporting our clients in the areas of regulatory compliance, financial modeling, data analytics, and litigation support services.

Our mortgage 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.

At Oakleaf, we are committed to the betterment of society through corporate accountability, transparency, fairness, and integrity, which will better serve all stakeholders. Oakleaf’s mission is to inspire our clients by meeting and exceeding their expectations, provide an opportunity-rich professional environment for our employees that empowers them to develop innovative solutions, and charge fair compensation for services provided.

 

At Oakleaf, we differentiate ourselves through our commitment to building lasting client relationships. Our strategy is to invest in communication and research to ensure that we understand the drivers of every client’s success. This approach enables us to align our goals to those of our clients to provide expertise-infused advisory services and technology-aware implementation assistance that result in successful mission outcomes.

Our experts are dedicated to supporting our clients in the areas of regulatory compliance, financial modeling, data analytics, and litigation support services. We work to tailor solutions to match the needs of our clients and industry standards, combining customer knowledge with domain expertise and operational flexibility.

Oakleaf has developed an array of advisory services in collaboration with our diverse client base, responsive to their complex mortgage needs in risk analytics, finance, and technology. Oakleaf’s clients are positioned at the intersection of three business change drivers: the rapidly evolving banking and financial services regulatory landscape; the next generation mortgage industry; and advances in “big data” and complex datasets, including Cloud computing.

 

Some of our clients include:

• FDIC
• Ginnie Mae
• GSEs
• NCUA
• New York State AG & New Jersey Office of the AG
• Securities & Exchange Commission
• U.S. Treasury
• Bank of Montreal
• BSI Financial Services
• E*Trade Financial Corporation
• Housing Group Fund
• Intercoastal Mortgage Company
• MGIC
• Northern Trust
• Pentagon Federal Credit Union
• Wilmington Trust
• Goulston & Storrs PC
• Hunton & Williams LLP
• Kasowitz Benson Torres LLP
• Korein Tillery LLC
• Labaton Sucharow LLP
• Lundin PLLC
• Patterson Belknap Webb & Tyler LLP
• Schlam Stone & Dolan LLP
• Skarzynski Marick & Black LLP
• Wollmuth Maher & Deutsch LLP

Our team consists of industry subject matter experts, risk management professionals, and technologists who work together to help solve our clients’ toughest problems.

 

They each work with a wide range of banks and non-bank mortgage firms, GSEs, regulators, government agencies, law firms, insurance companies, asset managers, hedge funds, and other financial clients.

 

Our forward-looking leadership team is made up of dedicated and experienced executives focused on building a people-first culture that drives results and operational excellence.

4800 Hampden Lane, Suite 200
Bethesda, MD 20814

At Oakleaf, we value community, diversity, and relationships. We build strong client relationships to provide expertise-infused advisory services that enable our clients to succeed in their mission. We cultivate an empowering workplace culture and celebrate individuality, entrepreneurial thinking, integrity, and transparency.

 

At Oakleaf, we are deeply committed to building strong relationships of integrity and trust – both within our workplace and with our clients, as well as in the community. Oakleaf is a proud supporter of the Capital Area Food Bank and Habitat for Humanity of Washington, DC. In 2020, Oakleaf adopted a remote workplace model in response to the pandemic, and continues to maintain a 100% virtual work environment.

Oakleaf is committed to offering equal employment opportunities to talented individuals regardless of age, color, disability, gender, gender identity, genetic information, marital status, national origin, race, religion, sexual orientation, veteran status, or any other legally protected status. We take pride in nurturing a diverse and welcoming work environment for everyone.

 

Oakleaf is committed to creating a diverse and inclusive work environment and embracing the full multiplicity of humanity. At Oakleaf, we celebrate our differences and we draw on these to build an empowering and supportive environment. We value diversity, respect, and dignity for all people, and promote equal opportunity for all.

Once you have your resume and cover letter ready, applying to an Oakleaf job should only take you a few minutes. It could take you a little longer if you choose to attach additional documents or if you are manually entering information such as past experiences and education information.

First, you will receive an email confirming we received your application. Then, one of our Recruiters will review your resume and if your skills and experience match those required for the position you applied to, a short phone interview will be scheduled. At that time, we’ll send you an email with a calendar link to schedule a time for us to chat about the job and your experience.

 

During our call we’ll provide information about our firm, the role, and our projects and clients. We’ll also discuss your experience, skills, career goals, and your compensation expectations. If you’ve successfully completed this last step, you will be scheduled to meet with the hiring team.