SAMPLING OF ASSIGNMENTS & CONTRIBUTIONS
A sampling of the contributions made by Bernard LoVerde & Company, LLC (“BJL”) to date has included, but has not been limited to:
➢ Playing an integral role in accentuating the client base of a New York-based law firm specializing in Mortgage Banking & Default Services as well as Commercial Litigation, resulting in a 23.4% year-over-year gross revenue growth rate. One such accomplishment was the crafting of an RFP that allowed the firm to win a three-year contract in 2018 to represent a Top 10 U.S. Commercial Bank relative to all of its co-op lending activities in New York State from origination through closing as well as from foreclosure to final asset disposition at REO.
➢ Served as a strategic and revenue advisor to an Alabama-based Creditor's Rights law firm, securing a three-year contract to represent the USDA on default services across Alabama, Mississippi & Tennessee — doubling annual referral volume. Later, structured an alliance with Kentucky counsel to bid on a similar USDA contract in the Midwest.
➢ Served as Interim Managing Director for a global financial technology company in its Banking Solutions business segment, managing relationships for four of the fifty largest U.S. financial institutions — enabling enterprise-wide transformation across agility, compliance & scalability.
➢ Consistently created strategies for a West Coast-based law firm that is a full-service provider in the default industry for the entire Western region and multiple jurisdictions throughout the United States, which enhanced both existing and new client relationships, driving case referral volume that broke the prior firm's monthly record three times in 2015 and its quarterly record twice that same year. Delivered a strong, sustained growth rate of 18% in default services, significantly expanding market share and organic business growth year over year. Led the firm's growth initiative to double its service footprint, expanding from three states (California, Arizona, Nevada) to three additional states (Oregon, Texas, Washington). Introduced a modernized marketing database to track client data and success metrics, more than doubling program capacity within months, and directed and developed the firm's business development and marketing staff, instituting structured reporting and accountability practices that supported the firm's expansion into three additional states.
➢ Advised an international mortgage technology and outsourcing company (U.S.-based with operations in India), which provided systems integration, compliance, and business process outsourcing services in the mortgage banking and title insurance industries. The entity also had an affiliated default outsourcing company specializing in loss mitigation, REO settlement services, and vendor management. Developed its network of mortgage banking and default service law firms for the Northeast, Mid-Atlantic, and Southeastern regions, later expanded to include abstractors and title/settlement services providers.
➢ Served as Interim Senior Vice President for a national mortgage banker originating approximately $1B annually in residential mortgage loans. Negotiated a new $25M warehouse line for distressed property financing and a $25M commercial line for a new specialty lending division. Advised on disposition of repurchased (buyback) assets and related title and legal claims. Refined vendor relationships and re-engineered settlement services operations, delivering meaningful cost savings and additional revenue capture.
➢ Envisioned and launched a default services initiative that doubled monthly order volume for a national, $12 million title insurance and settlement services company, and initiated a more efficient national vendor network.
➢ Delivered strong annual revenue growth of 13% with consistent year-over-year momentum for a midwestern-based, regional law firm specializing in the practice of creditors’ rights and mortgage banking law relative to real estate (residential & commercial), default services, and retail consumer banking, as well as the closing of real estate loans (origination, SBA & REO). Crafted comprehensive strategy models and navigated vendor relationships, media relations, and high-impact event planning. Substantially increased default services referral volume, more than doubling year over year, alongside strong growth in foreclosure and REO referrals. Led electronic marketing upgrades and website redesign, improving online company rankings and significantly expanding company service availability, more than doubling capacity over the course of one year.
➢ • Led a significant revenue turnaround for a Title Abstract Office & Title Insurance Carrier following a prior two-year decline, growing average order flow by 46% while operating more efficiently with a reduced total staff. Grew the client base by 42%, driving a substantial increase in net profitability and a marked improvement in revenue retention versus prior years.