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Specialties & Experience

General Specialties: Banking and Real Estate

Specialty Focus: Real Estate - Financing,Trustee MBS, Underwriting - Credit, Due Diligence, Banking operations, Fraud, loan administration, Mortgage Banking, Foreclosures, Default Servicing, Trade Secrets, HECM - Reverse

Education: Bachelors of Science, Longwood University

Years in Practice: 36

Number of Times Deposed/Testified in Last 4 Yrs: One


Additional Information

Steve has worked with Federal Agencies on MBS litigation. Experienced in writing reports, supporting testifying experts as well as deposition. He has reviewed thousands of loans for litigation support in MBS - Trustee cases. He has over 35 years of experience in the mortgage banking industry. As a Managing Director in the Financial Services space, his primary focus has been providing solutions in the Compliance & Fair Lending and Controls for Banks, Credit Unions and mortgage lenders. He has been an Executive in Operations, Sales, Credit and Account Management at several Top Ten Lenders. He has owned a mortgage company and started another mortgage company in relocation mortgage services. He understands what is involved in building and operating a business on a daily basis. Previously, Steve was the Chief Operating Officer of Main Street Mortgage and Investment Corporation. In this Executive role, Steve was involved with the bank management on the key decisions for making the business successful. Steve is very active with the local and state MBA’s and the national MBA as an instructor and committee member. Also, he served on the HUD National Home ownership Strategy (NHS) Education and Counseling Subcommittee. Steve graduated from the School of Mortgage Banking and received his Certified Mortgage Banker (CMB) designation in 1996. Steve has consulted for the education program of the Mortgage Bankers Association of America. Specialties: Compliance and Regulatory and Operational Risk, Expert Witness Testimony, Litigation Support - Forensic Underwriting, Operational Structure & Transformation, Compensation Plans, Policy and Procedures Development and Training programs, Direct Endorsement Underwriter - HECM