Chad is as an Assurance Partner specializing in serving the assurance needs of mortgage lenders. Chad has over 12 years of experience in the mortgage banking industry, both as a client and client-serving professional. As the former Controller and CFO at various mortgage lenders in addition to many years as a mortgage industry expert auditor, his unique perspective from both sides of the table helps him to advise clients on best practices for success in the industry.
Chad is a frequent contributor of thought leadership to the industry, having authored a number of white papers on recent accounting updates impacting lenders. With deep experience working with a wide variety of independent mortgage banks across the country, Chad provides consulting services to his clients as well, including assisting clients with process improvements, deciphering accounting standards, providing efficiencies with their accounting software and front-end system, hedging, and much more.