FDIC/NCUA Guidance
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Navigating regulatory expectations from the FDIC and NCUA requires both precision and deep industry knowledge. Mortgage Banking Solutions provides expert support to help financial institutions align their mortgage operations with examiner standards, mitigate risk, and maintain strong governance. Whether you’re preparing for an exam or strengthening ongoing compliance, we tailor our approach to fit your institution’s size, structure, and strategy.
Key Elements of
FDIC/NCUA Guidance
Mortgage Division Financial Performance
Formation of a robust performance reporting mechanism to expose and explain lending and gain-on-sale results.
Risk Management Alignment
Assessment of risk exposure across origination, servicing, and capital markets, with recommendations for mitigation.
Compliance Assessment & Exam Preparation
In-depth analysis of your compliance systems and comprehensive review of your readiness for regulatory scrutiny.
Mortgage Policy & Procedure Review
Evaluation and enhancement of documentation to meet current FDIC and NCUA guidelines.
KPI & Performance Benchmarking
Development of performance indicators that align with examiner focus areas and institutional goals.
Board & Executive Briefings
Focused training and updates for leadership teams on the latest regulatory developments and examination expectations
Why MBS is Chosen to Guide the Nation’s Top Institutions
All MBS Partners are proven leaders with over 30 years of experience
Chuck Klein, Theresa Marie & Dr. Andy Schell
Their level of expertise enables MBS to provide actionable insight,
whether advising your board, coaching your CEO, or devising your strategic plan.
Dr. Andy Schell specifically brings a unique blend of credentials unmatched in the mortgage banking industry:
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Ph.D. in Strategic Communication (PhD)
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Second Doctorate in Strategic Finance (DBA)
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Certified Public Accountant (CPA)
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Certified Mortgage Banker (CMB)
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Certified in Financial Forensics (CFF) – AICPA
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Two master's degrees (MBA & MSML).
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SMU's Graduate Banking School (SWGSB)
