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Oakleaf Appoints Susan Connally as Managing Director of Mortgage Servicing Solutions

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 […]

Women in Housing & Finance Annual Symposium

On Tuesday, August 18th, The Oakleaf Group proudly served as a corporate sponsor for Women in Housing and Finance’s Annual Symposium. It was the 41st year that the event was hosted by WHF, the Washington D.C. area’s lead organization empowering women to learn from one another and other leaders in their industry, network and give […]

Oakleaf Expands Service Offerings as 2020 Mortgage Application Rate Remains High

As we know, the more liquid, dynamic mortgage financing market we are now in has placed additional pressure on lenders to process and underwrite loans. Below we review some of the most recent data demonstrating what is driving this demand. To assist mortgage finance clients with fulfilling their very full pipelines, we have expanded our […]

The Oakleaf Group Reviewed by Morningstar Credit Ratings as RMBS Third-Party Due Diligence Firm

The Oakleaf Group (Oakleaf), a premier provider of mortgage loan due diligence, data, modeling, analytics and advisory services, has been reviewed by Morningstar Credit Ratings (Morningstar) and is now eligible to act as a third-party review (TPR) firm on new-issue RMBS rated by Morningstar. Chris Milner, Oakleaf’s President and CEO, said, “Oakleaf Group’s due diligence […]

The Oakleaf Group Added to S&P Global Ratings List of Reviewed Third-Party Due Diligence Firms

We’re thrilled to announce that The Oakleaf Group has been added to Standard & Poor’s Global Ratings (S&P) list of third-party review firms (TPRs). This important addition to the list indicates that S&P Global Ratings has completed their review and validated that Oakleaf meets the assessment factors discussed in their criteria “Methodology and Assumptions for Rating U.S. RMBS […]

U.S. Securities and Exchange Commission Issues Multiple IDIQ Awards to The Oakleaf Group

The Oakleaf Group, a premier provider of financial analytics support and risk management solutions, was recently awarded two IDIQs on the SEC’s Quantitative Research Analytical Data Support (QRADS) vehicle, a program under The Division of Economic and Risk Analytics (DERA). The IDIQ awards consist of providing support to SEC’s DERA with Analytical Tool Development as […]

Oakleaf’s Christine Brunie Named One of HousingWire’s 2018 Women of Influence

Congratulations to Oakleaf Group Managing Director Christine Brunie for being recognized by HousingWire Magazine as one of the mortgage and housing industry’s top “Women of Influence”. Now in its eighth year, the issue recognizes the women leading the mortgage and housing industry forward. The women represent a variety of occupations within the housing economy, each […]

Chris Milner Visits with Dean Georgette Phillips of Lehigh University

This week, Oakleaf President and CEO, Chris Milner, met with Georgette Phillips, Dean of the College of Business and Economics at Lehigh University, his alma mater. While in town to speak at an alumni event, Dean Phillips stopped by the Oakleaf office to meet Chris and discuss his tenure on the Lehigh College of Business […]

Oakleaf Group Goes on Underwriter Hiring Spree

Jacob Gaffney, HousingWire The current hiring atmosphere in the mortgage market is certainly a volatile one. Many mortgage lenders and servicers are cutting staff here and there, moving around personnel, etc. in order to keep up with the shifting sands of this rising interest-rate environment and greater innovations in automated lending services. On the other […]

Oakleaf’s Analytics Execution Framework

Oakleaf Group brings to our clients our proprietary Analytics Execution Framework, developed over the last decade to optimize analytic business processes at financial institutions and regulators. The execution framework ties together all necessary components to execute analytic processes in an efficient and controlled manner.