Financial Services

The financial services industry is ever-changing, and our team understands the impact that globalization, complex regulations, and technology have in today’s marketplace. We’ve worked with financial institutions, mortgage bankers, and asbestos settlement trusts, among others, to navigate a variety of audit, tax, and advisory issues.

Mortgage Banking
Mortgage banking is a dynamic business subject to ever increasing regulatory scrutiny, lender requirements, and interest rate fluctuations. Processes must be streamlined and efficiencies increased. Accurate and timely data is a must. At TravisWolff, we help you further your business goals while balancing demands, meeting requirements, and maintaining compliance.

Our mortgage banking team has the capacity to serve large, multi-state mortgage bankers and brokers with volumes up to $3 billion, as well as the expertise to deal with the complexities of regulations and accounting rules. We offer the personal service of a small firm and the breadth and depth of experience to service your business for its lifetime.

Our professionals will assist you with, among others:
 

• Assessing the complex accounting and disclosures of derivatives that lessen your exposure and assess your risk comfort level during interest rate fluctuations
• Reviewing revenue recognition, whether it applies to servicing rights, mortgage loans held for sale or investment, or deferred loan fees
• Gliding you gracefully though the complex issues surrounding HUD compliance
• Analyzing loan loss reserves in an ever-changing mortgage industry

With active partner-manager involvement, high rates of staff continuity, and a successful team approach, TravisWolff extends the services of experts not only in the mortgage banking industry, but also to other related industries such as financial services and real estate. We take time to listen to you and your management team so that we anticipate your needs and deliver superior service in less time, resulting in lower costs. With offices only in Texas, you’ll never feel the pinch of “national office” billing rates.

Our partners and associates stay on top of industry trends through independent research and our involvement in Financial Executives International and the Women’s Finance Exchange Dallas.
 

Related Bios: Kenneth W. Kay, Mark Rambin, Edward L. Rishebarger