Leading Mortgage Consulting Firm Celebrates 15 Years in Business

Leading Mortgage Consulting Firm

The Oakleaf team is proud to announce we are celebrating our 15-year anniversary.

Founded in 2007, Oakleaf started as a two-man operation with a singular goal: to provide exceptional risk modeling services to the mortgage and financial services industries while always maintaining integrity, quality, and transparency. Thanks to hard work and smart hires, Oakleaf has become one of the nation’s leading mortgage consulting firms.

This milestone could not have been possible without the dedication and hard work of our employees and their commitment to the success of our clients. I would like to thank each and every one of our team members, past and present. Our success would not have been achieved without you. And thank you to our clients and partners. Your continued support in our service offerings and people has helped Oakleaf to thrive these past 15 years.

Over the past decade and a half, Oakleaf has proven our ability to adapt and innovate in order to meet the needs of our clients and the market. Our expertise has evolved to include servicing and origination compliance, loan review, financial modeling, data analytics, and litigation support. What started with one client – Fannie Mae – has grown to include banks, non-bank mortgage lenders, credit unions, asset-managers, investors, trustees, servicers, federal agencies, mortgage insurance companies, and more.

We continue to innovate, develop new ways to support and bring value to our clients. In the last 12 months alone, our team has developed new service offerings, including RMBS Investor Notice Monitoring and RMBS Termination Audits. We’ve developed and launched our newest practice – Mortgage Servicing Solutions. And we’ve expanded our team to keep pace with increased sales and delivery of services.

And we’re just getting started. I’m excited to see what the future holds for Oakleaf, but even more thrilled to share this journey with such an amazing team by my side. I’ve always maintained that Oakleaf’s greatest attribute is our people. It’s truly an honor to lead this talented and motivated group of individuals.

We look forward to the next 15 years and beyond!

Oakleaf at a Glance

The Oakleaf Group is a Washington DC-based, management consulting firm focused exclusively on the financial services, banking, and mortgage industry. 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.

See Who We Are  |  Meet Our Leadership Team

Join The Oakleaf Team

Oakleaf is the trusted advisor and services provider to many of the some of of the most notable mortgage businesses, federal agencies, and financial institutions in the world. We look for exceptional people from a variety of fields and professions to help solve our clients most challenging issues.

Join Oakleaf and put your talents and skills to work with our leading financial, banking, and mortgage client organizations.

See The Work We Do

As a mortgage and financial services consulting firm, we assist companies throughout the mortgage and financial services industry, including banks and non-bank mortgage firms, GSEs, regulators, government agencies, law firms, insurance companies, asset managers, hedge funds, and other financial 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.