Address

15642 Sand Canyon Ave #51644
Irvine, CA 92619-1644

Contact

Office: (949) 326-5675

Follow

©2019 by BlackFin Group

 

FINANCIAL SERVICES CONSULTING

BANKING | INVESTMENT BANKING | CAPITAL MARKETS | MORTGAGE BANKING | CONSUMER LENDING

PRIMARY CLIENTS: Regional Banks, Community Banks, Credit Unions, Independent Mortgage Bakers 

CHANNELS: Retail, Correspondent, Wholesale, Brokers, Consumer Direct

TECH PLATFORM EXPERIENCE: CRM’s, Portals, AUS’s, PPE’s, POS's, LOS’s, 3rd Party Systems, Servicing

QUICK HIT VALUE SERVICES: System Selection, Secondary Assessment, Operational Assessment 

LOS Optimization, Sales Optimization, Business Review, Application Development

TRAINING | WORKSHOPS

PREFERRED PARTNERS | MEMBERSHIP EVENT CALENDAR | OUR CLIENTS

STRATEGY

  • Business Reviews

  • Strategic Planning

  • Blockchain Roadmap

  • AI Strategy & Implementation

  • Strategy Oversight

  • Market Analysis & Reports

  • Business Transformation

  • Change Management

  • KPI/ROI/CBA Reporting & Modeling

  • Continuous Improvement (OODA Loops)

  • Project & Program Management

  • Focus Groups

OPERATIONS

  • Policies

  • Process

  • Procedures

  • Job Aids

  • Secondary

  • Process Improvement

  • Operation Optimization

  • Tech Investment Advisory

  • CUX Review & Strategic Planning

  • Compliance | Compliance Configuration

TECHNOLOGY

  • e-Mortgage | Path to Paperless

  • Maximize ROI in Tech (Drive Utilization)

  • Imaging - Plan & Implementation

  • CRM Selection & Implementation

  • POS Selection & Implementation

  • LOS Selection & Implementation

  • Vendor Management Restructuring

  • Technical Infrastructure

  • Cloud Strategy & Web Services

SALES

  • Competitive Analyses

  • GTM Launch of New Products

  • New Revenue Strategies, Design/Implement

  • Sales Optimization, POS Review & Recommendations

  • Product Development/Market Research

  • CUX Review & Strategic Planning

ORGANIZATIONAL DEVELOPMENT

  • Change Management

  • Internal/Staff Focus Groups

  • Staffing Analysis & Forecasting

  • Compensation Planning

  • Training to Maximize Productivity

  • Onboarding Effectively

  • Skills Assessments

  • Resource Reallocation

  • RIF Strategic Planning

SECURITY, REGULATORY, DATA MANAGEMENT

  • Compliance & Configuration

  • Disaster Recovery Planning

  • Data Governance 

  • Data Base Management

  • Data Protection & Privacy 

  • Data Breach Readiness & Management

  • Sarbanes-Oxley (SOX) Compliance

  • Security Frameworks

 

WORKSHOPS

SECONDARY OPTIMIZATION

Secondary, one of the most comprehensive and sophisticated groups within the walls of a mortgage lender. Generally, these teams speak their own language and have their own approach toward managing competitive rates, risk, and profits. BlackFin Groups Secondary Workshop generally helps your team discover ½ M - 1M in new annual revenues.

PROGRAM MANAGEMENT

Project Management is all about 'output' while Program Management is all about  'outcome' - ensuring the ROI of each project is achieved. Learn how to use Program Management to drive user adoption of your strategic initiatives.

THE COLLABORATION LAB

Proven Strategies to Achieve Successful Team Collaboration. We’ve all heard, it’s not ‘what’ you said, it’s ‘how’ you said it. Our “Collab Lab” will provide your project teams the keys to successful project collaboration. Learn our best practices, models, and techniques from a top tier consultant who has made a career out of successfully delivering projects. The secrets to their success can be found in this workshop.

 

PREFERRED PARTNERS

Savvy.JPG
 

MEMBERSHIP MATTERS

 

2020 EVENTS

Jan 27-30, 2020 New Orleans, LA

Independent Mortgage

Bankers Conference

Feb 9-12, 2020 Orlando, FL

American Bankers Association

Conference for Community Bankers

Mar 29-April 1, 2020 Los Angeles, CA

Mortgage Bankers Association

Tech Conference

April 21-22, 2020 Washington, DC

Mortgage Bankers Association

National Advocacy Conference

April 22-26, 2020 Buckhead, GA

Annual National Association

of Minority Mortgage Bankers

May 17-20, 2020 New York, NY

Mortgage Bankers Association

Annual Secondary & Capital Markets Conference 

Jul 8-10, 2020 Dana Point, CA

California Mortgage Bankers Association

Annual Western Secondary Conference 

Sep 14-16, 2020 New York, NY

Finovate Fall

Oct 27-30, 2020 Chicago, IL

Mortgage Bankers Association

Annual Convention & Expo