Oakleaf Appoints Susan Connally as Managing Director of Mortgage Servicing Solutions

Susan Connally Joins Oakleaf

The Oakleaf Group (Oakleaf) has announced its appointment of Susan Connally as Managing Director of Mortgage Servicing Solutions. Oakleaf is a premier provider of mortgage loan due diligence, data analytics, financial modeling, and advisory services for the mortgage and financial services industries.

In her new role, Ms. Connally is responsible for the development and management of Oakleaf’s Mortgage Servicing Solutions, which will include servicing compliance to federal, GSE, and HUD servicing standards, conducting operational reviews, and designing programs to support risk and audit priorities. She will partner with the executive management team to develop new products and support growth as Oakleaf continues to expand its offerings.

“We are pleased to welcome Susan Connally to the Oakleaf executive team. She brings 15 years of experience in mortgage servicing, with a focus on the oversight and monitoring of mortgage servicing risk. Her expertise will be invaluable as we continue to expand our servicing and compliance offerings,” Oakleaf’s President Bruce Legan commented.

Prior to joining Oakleaf, Ms. Connally served as Vice President of Servicing Oversight at Clayton Services, LLC. Her experience includes several other roles at Clayton, including Director of Surveillance, Senior Operations Manager, and Risk Analyst. Ms. Connally brings valuable experience in mortgage servicing compliance, operational reviews, loan-level compliance test design, and program development to support risk and audit priorities.

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.

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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.

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