SolomonEdwards Names Jeff Wise to Expand Mortgage Operations Nationally


September 14, 2020 – Dallas, TX: SolomonEdwards, a national professional services firm that has delivered exceptional people for 20 years, is pleased to announce its expansion of the Dallas-based National Mortgage Practice. The Mortgage team will service clients nationally to meet the growing needs of the industry across the country.

As founding partners of SolomonEdwards’ Banking & Financial Services (B&FS) practice 12 years ago, Candace Caley and Michelle Phung have developed a track record of success helping financial institutions across the U.S. The expansion will be led by Jeff Wise, Mortgage Practice Leader, within the BF&S team.

“We are thrilled to announce Jeff’s promotion to leader of our National Mortgage Practice. Jeff is a recognized subject matter expert in the mortgage industry and has an outstanding track record for leading client engagements in the areas of mortgage originations, servicing, and capital markets. Jeff brings his passion for excellence on the golf course and tennis court to the work environment, making him a strategic leader and formidable competitor,” says Candace Caley.

“We’re excited about the opportunity to further expand our presence nationally within the mortgage services industry. SolomonEdwards has been very fortunate to establish partnerships and successfully execute engagements with some of the most prominent mortgage originators and servicers in the country, and we hope to continue this trend for years to come. Dallas is an excellent geographic location from which to expand given the concentration of mortgage talent in this region.”


Jeff Wise

Jeff will be supported by fellow B&FS team members: Amanda Hofstetter, Mike McCollum, and Jeff Thornbrugh.

Amanda Hofstetter is a B&FS Principal with over 25 years of diverse financial services experience, including complex project management of major regulatory response and multiple origination and servicing system integration projects in the operations areas of large commercial and mortgage banks. She has deep expertise in all areas of risk management including regulatory compliance, internal auditing, FDICIA and Sarbanes-Oxley risk assessment, documentation, and testing.

Michael serves as the SVP of Engagement Delivery within our B&FS Practice. He has 20 years of experience managing operations and business transformation for mortgage servicing and originations across the country and globe. Michael is also experienced in managing government and agency regulatory requirements including, but not limited to, FHA, VA, USDA, Freddie Mac, Fannie Mae and HUD Reverse. He is well versed in process assessment and leverages his vast mortgage operations knowledge to create improvements and efficiencies that benefit both production and compliance.

Jeff Thornbrugh serves as the Practice’s SVP of Business Development. He has more than 20 years of experience providing project solutions across multiple lines of business for B&FS clients. Jeff has deep expertise in sales and delivery management, operational excellence, and managing large customer relationships in multiple markets.

For more information, please contact Jeff Wise at jwise@solomonedwards.com.

SolomonEdwards Banking & Financial Services  
SolomonEdwards is a national privately held professional services firm focused on strategy execution. Headquartered in Greater Philadelphia, we have offices strategically located throughout seven major U.S. markets. 

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.

###


Rory Balkin
Media Contact
rbalkin@solomonedwards.com

Leave a comment

Your email address will not be published. Required fields are marked *