Secondary Solutions, LLC Information

1. Strategic Capital Market Advisory: I offer insights into current market dynamics, provide forward-looking strategies, and offer best practices in loan pipeline management and secondary marketing. 2. Risk Management: With a strong foundation in pipeline hedging and secondary marketing concepts, I can guide your team in assessing, managing, and mitigating pipeline interest rate risk. 3. Operational Excellence: My proficiency lies in strategy AND in execution. The onboarding and transition to hedging platforms and the offloading of loan data for various analyses are key services. 4. Staff Development & Training: As a dedicated mentor and coach, I can elevate the skills of your team in the areas of pipeline management, hedging, and MBS trading. The training I impart is not just theoretical but practically actionable. 5. Tech Implementation & Training: Embracing technology is crucial in today's market. I can train teams on trading and hedge advisory systems to help seamlessly weave risk-mitigating tech into your financial operations. 6. Custom Solutions: I understand that every organization's needs are unique. I'm equipped to offer tailored solutions, be it in secondary marketing, pipeline hedging, or other facets of mortgage banking. 7. Process Design & Database Management: Having designed relational databases for tracking, reporting, and analysis, I can optimize your data systems for better analysis and decision-making. 8. Presentation & Reporting: With strong written, verbal, and presentation skills, I can assist in crafting compelling narratives for your stakeholders, investors and executive management. 9. Process Documentation & Strategic Planning: I can guide your organization in the development of sound policies and practices that are designed to meet strategic objectives. 10. Custom Solutions: Every organization's needs are unique, and I can offer tailored solutions for secondary marketing, pipeline hedging or other areas of mortgage banking.