Banking & Mortgage Services: Remote Workforce Solutions


At a Glance

SolomonEdwards is a national professional services firm focused on strategy execution. Our largest practice is the Banking & Mortgage Services team. We’re considered a leading expert in vetting, interviewing and providing exceptional resources and management for your business critical initiatives. We can staff your “business as usual” and backlogs for both remote and onsite services, in addition to providing project oversight leveraging our own in-house financial services leaders.

SolomonEdwards’ focus on the changing regulatory environment, coupled with superior banking and mortgage expertise and customized solutions, makes us the ideal partner for a wide variety of financial organizations: community banks, commercial banks, credit unions, non-bank mortgage originators and servicers, and government and government-sponsored financial services organizations

Most importantly at a time like this: our model allows us to launch a project within weeks, reducing ramp up time and achieving target performance. Let SolomonEdwards help you navigate the challenges of today.

How We Can Help

We can:

  1. Provide staffing to manage “Business As Usual” and Backlogs for both remote and onsite services
  2. Supplement staff within an existing process, allowing you to re-deploy resources during critical times
  3. Manage all processes and people, remote or onsite, to fit your specific requirements and business needs
  4. Provide quality control and assurance services to help minimize losses
  5. Manage daily production and performance
  6. Hire, train, and manage all resources

Learn More

Download our service brochures for more information:

Mortgage Origination

Supporting origination processes for our mortgage industry clients, from recruiting and deploying remote teams to meet workforce challenges, to augmenting staff at all stages of loan origination and fulfillment, to providing business process improvement solutions to re-engineer “front to back” processes, to reinforcing regulatory compliance controls.

Default Servicing Management

Providing custom solutions that support operational needs across all default servicing platforms. We offer project management, staffing (both remote and on-site) and financial services leadership experience in Default Management and Financial Oversight.

Operational Loan Support

SolomonEdwards has decades of experience providing key supplemental resources for clients’ needs in a variety of areas, including Loan & Deposit Operations, Loan Fulfillment, Credit & Underwriting, Finance & Accounting, Compliance & Audit, and Customer Service.

Meet the Team

Candace joined SolomonEdwards in 2007, founding the Houston office, as well as the national Banking & Financial Services practice. She currently serves as Partner of the Houston office and Managing Partner of the Banking & Financial Services (B&FS) practice.

With over 25 years of professional services experience in financial and operational consulting for the financial services industry, her clients span large commercial and mortgage banks, the major GSEs (FNMA and FHLMC), large seller-servicers and the FDIC and the SBA. She oversees a team of delivery experts who serve large and medium-sized financial services clients across the nation. Candace also acts as a subject matter expert on B&FS projects related to audit and compliance, as well as to loss mitigation and other operational business process improvement projects for mortgage banks and servicers.

Contact Candace

With more than 25 years of experience in the financial services industry, Michelle Phung has direct responsibility for overseeing all aspects of delivery for B&FS engagements including assuring the quality of project execution and ensuring resources with the appropriate skill sets are assigned to engagements. With her deep banking expertise, she also acts as a subject matter expert on our large compliance engagements, as well as on projects related to operational business process improvement and system integration.

Contact Michelle

Jeff is a seasoned risk management professional with over 22 years of risk management and regulatory compliance experience. He has successfully developed, implemented and enhanced operational, compliance and credit risk management processes and frameworks at major financial institutions. As a result, he has expertise in defining and evaluating risk profiles and developing solutions to mitigate risk on an ongoing basis. He has successfully managed regulatory relationships and consent order projects with key regulatory/oversight bodies including the OCC, Treasury Department and Federal Trade Commission. During his career, Jeff has worked with a wide range of products including mortgage products, asset backed securities and derivatives. Jeff began his career as an OCC Bank Examiner where he actively participated and, in some cases, led safety and soundness and consumer compliance examinations.

Contact Jeff

Amanda is a Principal with SolomonEdwards’ Banking & Financial Services Practice.  She has over 20 years of diverse financial services experience, including complex project management of major commercial business process improvement initiatives and multiple large scale commercial system integration projects in the operations areas of large commercial and mortgage banks.  Amanda has deep expertise in all areas of risk management including regulatory compliance, internal auditing, FDICIA and Sarbanes-Oxley risk assessment, documentation and testing.

Contact Amanda