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The Mortgage Banking Solutions Team

Click on a picture below to learn more about each of our team members.
Extensions listed are for main office number (512) 977-9900.

Managing Partners

David Lykken
David Lykken
Mortgage Strategies
Ext. 101,
DLykken at MBS-Team dot com
Andrew Schell
Andrew Schell, CPA/CMB/CFF
Financial Management
Ext. 2812,
Andy at MBS-Team dot com
Chuck Klein
Chuck Klein
Mergers & Acquisitions
Ext. 103,
CKlein at MBS-Team dot com

Consultants

Theresa Marie
Theresa Marie, CIO
Technology/Operations
Ext. 2804,
Theresa at MBS-Team dot com
David Hopson
David Hopson
Finance & Technology
Ext. 104,
DHopson at MBS-Team dot com
Kathie Thomas
Kathie Thomas, CME
Compliance/Training
Ext. 2816,
KThomas at MBS-Team dot com
Jody Natoli
Jody Natoli
Mortgage Operations
Ext. 112 ,
JNatoli at MBS-Team dot com
Alice Alvey
Alice Alvey, Master CMB
Compliance / Training
Ext. 402,
AAlvey at Mortgage-U dot com
Meahgan Riley
Meahgan Riley
Accounting
Ext. 2819 ,
Mriley at MBS-Team dot com
Dan Cooper, CMB
Dan Cooper, CMB
Secondary/Capital Mkts
Ext. 402,
DCooper at MBS-Team dot com
Suzanne Adele
Tony Musgrave, JD
Legal - Labor / Buybacks
Ext. 107,
TMusgrave at MBS-Team dot com
Dana Wasson
Dana Wasson
Operational Reviews
Ext. 402 ,
Dana at MBS-Team dot com
Vaughn Pearson
Vaughn Pearson
Commercial Banking
Ext. 402 ,
VPearson at MBS-Team dot com
Shelly Rogers
Shelly Rogers
Accounting
Ext. 105,
SRogers at MBS-Team dot com
Suzanne Adele
Suzanne Adele
Six Sigma Black Belt
Ext. 402,
SAdele at MBS-Team dot com
Tom Johnson
Tom Johnson
Accounting Specialist
Ext. 402 ,
TJohnson at MBS-Team dot com
Open Position
Open Position
Consultant
 

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David Lykken
Managing Partner – Mortgage Strategies

DLykken at MBS-Team dot com
(512) 977-9900 ext. 101, Direct Line: (512) 501-2810

David Lykken has a passion to help mortgage companies grow and prosper by providing solid business strategies and advice. He thoroughly loves working with his clients and has had amazing results. It's not just the energy he brings to each new relationship - rather the way he simultaneously supports and challenges his clients, building on strengths and pinpointing areas for improvement.

With more than 37 years of industry experience, David has garnered a national reputation as an industry expert. He is the host of the weekly radio program Lykken on Lending, with new episodes airing Mondays at 10:00am P/1:00pm E, as well as a frequent guest on FOX Business News with Neil Cavuto, Stuart Varney, Liz Claman and Dave Asman with additional guest appearances on the CBS Evening News, Bloomberg TV and radio. His thoughts and opinions about the mortgage and housing industry are often quoted in business sections of leading news papers across the country, as well as in mortgage industry trade publications.

David is renowned for his unique blend of technology and business experience and success working with early-stage startups all the way up to thriving public companies. He has the "been-there-done-that" experience as the founder of two Southern California mortgage banking companies and partner in a large national mortgage banking company. Possessing a strong entrepreneurial spirit, he also started a computerized loan origination (CLO) software company literally in his garage, which eventually grew into a large national publicly traded tech company that captured a 23% market share. Since 2000, he has helped a growing number of business owners and senior management teams dramatically transform their businesses – shaping the next generation of mortgage banker in the process.

David also has a BA from Pacific Lutheran University in Tacoma, WA. He lives in the beautiful Texas Hill Country west of Austin with his wife and two daughters. He is active in marketplace Christian ministry.

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Andrew Schell, CPA/CMB/CFF
Managing Partner – MBS Financial Services

Andy at MBS-Team dot com
(512) 977-9900 ext. 2812, Direct Line: (512) 501-2812

Mr. Schell is a Managing Partner and Co-Founder of Mortgage Banking Solutions, Metric Banking Solutions and MBS Financial Services ("MBS"), based in Austin, Texas. MBS was founded in 2007 and has grown to be a national financial services advisory firm supporting commercial banks, mortgage banks and credit unions. He provides MBS clients assistance with some of the most complex areas facing the industry today including:

  • Revenue Sustainability and Margin Management
  • Financial Management and Regulatory Reporting for both OCC and CFPB
  • Hedge Efficiency, Hedge Accounting and Hedge Model Validation as required by OCC
  • Operational Assessments of Commercial Banks and use line borrower Mortgage Banks
  • Sub-servicing and Service Level Agreement validation as required by OCC
  • Vender Management as required by OCC and CFPB
  • Merger & Acquisition due diligence
  • Technology ROI including vendor assessment, selection, and integration
  • Expert Witness support including cases involving Fortune 100 national companies
As one of only three CPA's with a Certification in Financial Forensics and as a Certified Mortgage Banker, he is recognized as an expert in Mortgage Finance, Capital Market transactions and Accounting for Mortgage transactions. Andy has extensive experience designing strategies and extracting results in various business environments as an owner, president, & CFO, and in an advisory capacity as consultant, investor, and banker. As such, he has a proven track record of developing innovative solutions to quickly address earning performance issues by increasing sales, improving efficiency and reducing costs. He has orchestrated the creation of many start-up companies including mortgage banks, technology companies and several federal contracting ventures which grew to become national companies, as well as managed the capital formation requirements to fund the national expansion for several companies by creating a defendable business case and presenting the request to banks and investors across the country.

He began his career in 1978 as a mail-room clerk for an FDIC bank, and after rapid promotion, was presenting the corporate financial results to the bank’s Board of Directors. In 1998, he became President & CFO of a multi-state mortgage bank. Over the past 30 years he has lead operations for both small and large organizations, including Bank of America in San Francisco where his team created the national Correspondent Lending platform. He also managed all Loan Accounting for the bank's $14 billion mortgage production operation and managed all hedge settlements for a $35 billion portfolio. He lead the loan servicing operation for a multi-billion Dallas commercial bank and went on to lead the creation of 7 national companies from mortgage lending to federal contracting including the installation of Intercontinental Ballistic Missile Silos for the national defense shield in Alaska and the reprogramming of software that was sold to NASA.

Andy also teaches mortgage accounting and hedging to CPAs (specifically those who audit mortgage banks) and lenders nationally via the Mortgage Bankers Association. He speaks at national conferences and published in national circulations discussing accounting, risk management and capital markets, and is host of the “Profit Doctor” segment of the national podcast known as Lykken on Lending with over 8,000 individual downloads per week.

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Chuck Klein
Managing Partner – Mergers & Acquisitions

CKlein at MBS-Team dot com
(512) 977-9900 ext. 103, Direct Lines: (512) 501-2813, (254) 741-1582

At MBS, Chuck Klein’s clients rely on him to envision a growth plan (or exit strategy) appealing to outside investors or capital partners.  Mr. Klein is renowned for his 20+ years as Managing Director and owner of mortgage industry brokerage and consulting firms representing sellers and buyers in many of the country’s largest transactions involving banks and mortgage companies.  Clients are also confident that he will find them partners that are philosophically compatible – as well as find niches, provide service, and implement business plans giving them long-lasting competitive advantages.  Chuck Klein is a Director of the Texas Mortgage Bankers Association and has served as a member of Fannie Mae’s Secondary Marketing Liaison Committee.  Chuck graduated from the University of Texas, Austin with a BBA in Management and lives in Waco, Texas with his wife Patty.  His son Mitchell is a college student at Sam Houston State University.

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Lindsay Bridges
Project Consultant, Director of Business Development

LBridges at MBS-Team dot com
(512) 977-9900 ext. 110, , Direct Line: (512) 501-2815, Cell: (512) 657-2588

Lindsay Bridges is a steadfastly dedicated sales professional who strives to successfully guide our clients through the process of obtaining the services that best suit their needs. She enjoys the hunt to find the right solutions to help you grow your business and always strives to exceed expectations. Lindsay excels at developing strong lasting relationships with our clients and thrives on supporting them throughout our relationship. She has a previous background in real estate and was a member of one of the Austin Business Journal's “Top 25 Producing Teams.” Individually, Lindsay was the top producing agent under that same brokerage. She graduated Cum Laude with a double major in Political Science and Psychology from Texas Tech University, where she remains a loyal Red Raider Fan. She lives by Lake Travis near Austin with her husband Michael and their son Zachary.

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Daniel Cooper, CMB
Senior Consultant - Secondary & Capital Markets

DCooper at MBS-Team dot com
(512) 977-9900 ext. 402, Direct Line: (713) 893-5219, Cell: (713) 206-8321

As a Certified Mortgage Banker (CMB), Dan Cooper brings more than 25 years of extensive Secondary Marketing experience to the MBS team.  He is a veteran of many cycles in the business and has managed secondary marketing trading, sales and back office operations for companies whose production ranged from $500 million per year to over $6 billion per year.  Mr. Cooper has employed a variety of philosophies and systems in the process and understands the advantages and disadvantages of each in relation to a company’s risk/return profile.  Additional experience includes purchasing, selling and hedging large mortgage loan servicing and security portfolios, creating and managing a profitable de novo mortgage company, and implementing and managing FAS 133 hedge accounting systems and procedures for a $36 billion mortgage servicing portfolio and a $4 billion per year wholesale oriented mortgage company.  Mr. Cooper received his BSBA degree in Finance from the University of Florida and his MBA from Florida Atlantic University.  He resides in Houston, Texas where he enjoys time with his wife Kimberly and 3 children.

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Gerard J. Heinz, CPA
Senior Consultant - Due Dilligence, Accounting

GHeinz at MBS-Team dot com
(512) 977-9900 ext. 402, Direct Line: (215) 275-6054

Jerry Heinz has over 25 years of experience in the mortgage banking industry. In that time, he has held senior roles in finance, secondary marketing, mortgage operations, servicing and mortgage related technology. Jerry’s consulting resume spans back-office operational reengineering, warehouse lending audits, technology reviews, technology design, project management, servicing valuation and reviews and default management. He has also designed and managed the development of multi-channel mortgage production systems. In doing so, he has selected and integrated best of breed applications for product and pricing, document capturing and imaging, and laptop origination.

In support of his technology consulting, Jerry has performed analytical reviews of production and servicing operations for acquisition, consolidation, and reengineering. Additionally, he has performed M&A reviews of servicing platforms including accounting, collections, foreclosures, and operational analysis. Jerry has also conducted Warehouse Lending Reviews for First Collateral, National City, and MidAtlantic National Bank, during which he reviewed many of the client server applications evaluating integration points with the warehouse lenders and recommending changes to provide controls throughout their operations. Further, Jerry has operated as an interim CIO to facilitate the process, design, development and implementation of various systems.

Jerry has been a proponent of e-commerce solutions working with various firms and investors to implement paperless processing and servicing solutions and promoting data centric architectures to provide analytical and decisioning support of a final e-Mortgage Solution.

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David Hopson
Senior Consultant, Director of Secondary Marketing, Financial Modeling & Technology

DHopson at MBS-Team dot com
(512) 977-9900 ext. 104, Direct Lines: (512) 501-2814, (949) 273-4197

With an unusually broad background in both business and technology, David is passionate about creating systems aligning people, process, technology and business strategy. He has 15 years of experience in the mortgage banking industry and is primarily involved with leading MBS' secondary marketing operations and its technology department, which oversees systems recommendation and integration. The son of an electrical engineer, he turned a lifelong interest in computers and math into a position as project manager and head developer for a project developing a loan origination software system from scratch. (When the company was sold, half of the company’s book value was attributed to this innovative system.) Due in large part to his efforts, David’s clients are exceeding their business goals – and MBS is fast becoming one of the nation’s premier mortgage consulting firms.

David holds a BS in Business Administration with emphases in Finance and Marketing from the University of California, Berkeley and currently lives with his wife in Placentia, CA. Having been born and lived in Europe as a child, David speaks Italian, French and basic German and Spanish and enjoys traveling - especially to visit both his and his wife's families, who happen to be from the same Italian town.

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Vaughn Pearson
Senior Consultant - Commercial Banking

VPearson at MBS-Team dot com
(512) 977-9900 ext. 402, Direct Line: (214) 405-6667

Vaughn Pearson has broad-based senior management experience in the financial services, consulting, and accounting industries. He has served in executive roles of Chief Lending Officer and Chief Credit Officer in Dallas-area banks and thrifts for more than 25 years. In addition, he has 10 years of experience with major firms involved with the financial services consulting: Computer Sciences Corporation, Deloitte & Touche, and EDS, where his activities included roles as subject matter expert in lending and collections redesign in Federal contracts, leader of control self-assessment engagements for large insurance companies, and overseer of credit risk system implementations at regional banks. As part of MBS, he serves in supervisory oversight roles at troubled institutions on behalf of regulatory agencies, and has been fully vetted by the FDIC for leading asset liquidation teams in failed banks.

Vaughn also has an international speaking practice, having served on the faculties of RMA � the Risk Management Association � and the Southwestern Graduate School of Banking for more than 30 years. He is an adjunct professor at LeTourneau University, and has authored numerous articles for professional journals on topics ranging from corporate governance to small business development activities. Vaughn also holds a BA from Duke University and an MBA from Tulane University.

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Shelly Rogers
Senior Consultant, Accounting & Strategic Finance

SRogers at MBS-Team dot com
(512) 977-9900 ext. 105, Direct Line: (760) 201-9395

Shelly is a veteran in the Mortgage business with experience as an owner of a mortgage lender, a senior executive of a national mortgage bank, and a consultant supporting the financial management of several mortgage banks. With her extensive expertise in accounting and QuickBooks she is able to help mortgage lenders accurately determine their financial condition and establish control procedure to protect themselves from corporate fraud.

Shelly currently manages the accounting function and warehouse activity for several mortgage banks. Her focus on operational efficiency and her expertise in financial management explains why her clients consider her input essential to their operation.

Shelly holds a B.S. in Business Administration with an emphasis in Accounting from the California State University - San Marcos. She enjoys camping, waterskiing, snow skiing, and spending time with her family.

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Suzanne Adele
Six Sigma Black Belt - Project Management

SAdele at MBS-Team dot com
(512) 977-9900 ext. 402

Suzanne is a Six Sigma Black Belt and a solution oriented Executive with extensive experience in Operational Excellence and Process Optimization. She is an influential leader with the demonstrated ability to cultivate collaborative business relationships based on integrity and trust. She is skilled in strategic planning and tactical implementation having worked with some of the largest lenders in the county including Chase Bank and Bank of America where she demonstrated expertise in: program and project management, operational excellence and data management and security.

Suzanne holds certifications as Six Sigma Master Black Belt, Integrated Project Management Certification, and has CISSP course work completed. She holds both a Bachelor's degree and a Master's degrees from St. Mary's College in Moraga, California.

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F. Anthony "Tony" Musgrave, JD
Senior Consultant, Former General Counsel - Labor / Buybacks

TMusgrave at MBS-Team dot com
(512) 977-9900 ext. 107

Trained as a lawyer,* F. Anthony �Tony� Musgrave has broad experience in the mortgage industry. He has served as the Executive Vice President for a national mortgage lender operating in 50 states, the District of Columbia, Guam and the U.S. Virgin Islands with over 600 branch offices and 4,000 employees. The company held approvals from HUD, VA, FNMA, GNMA, and USDA. Mr. Musgrave was the Executive officer in charge of Legal, Compliance, Licensing, Quality Control and Internal Branch Audit, also serving as a Vice President to a related national wholesale lender. He was formerly a Vice President and General Counsel for a national wholesale home equity lender and servicer operating in 50 states with more than 1,000 employees, where he was involved with the issuance of asset backed securitizations.

Mr. Musgrave has worked extensively with risk and operational matters including regulatory examinations, wage and hour policies and procedures, internal branch audit, quality control, and loan repurchase and indemnification issues. He wants to help companies with current matters as they arise, as well as developing an overall risk management strategy that is pro-active.

Tony makes his home in Houston, Texas with his wife, children, and assorted pets. He is a member of several professional organizations and acts as a volunteer mediator for the Harris County Dispute Resolution Center. Tony holds a B.S. in Business and a Juris Doctorate, both from Oklahoma City University.

*MBS is not a law firm and does not provide legal advice or services.

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Crystal Black
Senior Consultant - Accounting & Project Management

CBlack at MBS-Team dot com
(512) 977-9900 ext. 131, Direct Line: (512) 501-2819

Crystal Black is the Data Management Accountant for Mortgage Banking Solutions. Crystal has over 8 years of professional accounting and finance experience. In addition to her mortgage banking experience, her comprehensive business background also includes client relations, government contracting, project management, operations, and logistics.

Crystal holds a Bachelor of Science from Texas A&M University-Corpus Christi and a Masters of Business Administration in Finance from St. Mary's University Bill Greehey School of Business.

Crystal is originally from Corpus Christi, Texas and has made San Antonio her new home. She enjoys outdoor activities and spending time with her husband, David and their son, Malcolm.

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Thomas L. Johnson, CPA
Accounting Specialist

TJohnson at MBS-Team dot com
Direct Line - (678) 895-2139

He began his 30 year career in business as an accountant with Ernst and Young, a "Big 4" firm. While at Ernst and Young, he supervised the annual audits of one of the five largest residential mortgage servicers in the country. At the same time, he also earned an MBA with an emphasis in finance from Old Dominion University where he later taught undergraduate accounting. Tom is a member of the American Institute of Certified Public Accountants.

Tom subsequently worked in the areas of real estate finance and development, business operations, management, and sales. As an entrepreneur, Tom owned and operated a number of businesses, including a privately held commercial mortgage brokerage firm.

Tom and his wife Sharon live in Alpharetta, Georgia, where they happily raised their twin daughters one of whom is a guidance counselor in South Carolina and the other is working on her PhD. in Optimization at MIT. Tom now enjoys cooking and traveling with Sharon.

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Alice Alvey, Master CMB
Compliance and Training

AAlvey at Mortgage-U dot com
(512) 977-9900 ext. 402

Alice began processing loans in 1982, became an originator and then moved to underwriting and found her niche in operations. She was hired by a national wholesale and retail bank in 1989 as part of a small team to begin a TPO origination division and eventually became Senior Vice President of Operations. In this role Alice was responsible for all operations including underwriting, funding, post closing, servicing and quality control. She served as the corporate compliance officer, working directly with HUD, FDIC, FRB, Fannie Mae and Freddie Mac on all audits while the bank grew to close 3 billion in residential loans.

In January 1996, Alice partnered with Jan Wetzel of Wetzel Trott to start Mortgage U, Inc. ("MU"). MU has created countless customized training programs for classroom and internet learning from application through loan delivery and all things compliance and FHA. MU is an education partner with Campus MBA delivering their FHA programs including training for FHA on FHA single family and hospital products. In addition to education she has developed several products and services including automated compliance Health Checklists, appraiser credential management and customized procedure manuals for lenders, banks and credit unions across the country seeking to build compliant and efficient operations.

Alice is a Master Certified Mortgage Banker (CMB), designated by the Mortgage Bankers Association of America. Alice currently serves on the state board of the Michigan Mortgage Lenders Association as the education consultant and the advisory board for Habitat For Humanity Michigan Fund. She served on Fannie Mae's Risk Management Advisory Counsel and as an instructor for Fannie Mae's Housing Finance Institute; In 2000 she received the Vic Miller Outstanding Mortgage Banker award from the Michigan Mortgage Lenders Association. In 2009 she received the James T. Barnes award for significant contributions and outstanding dedication throughout the years to the mortgage banking industry.

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Jon Traver
Production Consultant - Branching, Recruiting and LO Training

JTraver at MBS-Team dot com
(512) 977-9900 ext. 112, Direct Lines: (512) 501-2817, (972) 467-3990

Jon Traver has spent 12 years forging referral relationships with builders and realtors for his own mortgage company. Now, Jon takes his skills and helps others do the same. Jon is an entrepreneurial Sales Executive with an excellent track record of helping both new and established mortgage companies in multi-state territories and regions grow their businesses. Skilled at developing strong relationships, providing consultative sales and driving revenue growth, Jon trains executives, branch managers, and loan officers how to redefine who they are and what they do. He then helps them build a game plan for taking that new knowledge to the streets, including the execution.

Jon has expertise in turning-around under-performing mortgage companies, including helping them hire, train, mentor and develop high-performing teams. He also has extensive experience working with Branching companies to grow their businesses through branch and LO acquisition, as well as building long term business development plans.

Jon lives in Dallas, Texas with his wife Jennifer, son Austin, and daughter Madison. He enjoys playing golf, ice hockey, and watching his daughter play softball.

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Theresa Marie
Chief Information Officer
Managing Director
Strategic Technology & Operations

Theresa at MBS-Team dot com
(512) 977-9900 ext. 2804, Direct Line: (512) 501-2804

Theresa Marie is an award winning technology executive with a well-earned reputation as an extraordinary team builder who is gifted at finding solutions to complex scenarios. Along with 25 years of experience in the sophisticated technologies that support the foundation of the financial services industry, she possesses intuitive listening skills that enable her to Identify and understand complex issues and create effective solutions that yield exceptional results. It's these traits, and her solid track record of actualizing successes, that make Theresa a vital resource for any organization looking to maximize their integration and deployment of technology to achieve highly satisfied front-end users and to maximize the technology ROI.

Her background includes 15 years in the mortgage lending industry where she was involved in every aspect of the technology and operations of a mortgage bank – from origination to servicing and from process assessment to new technology solution integration. Additionally, Theresa has been the driving force behind innovative mortgage technology solutions, where she led multiple initiatives that advanced the effectiveness of technology and process in mortgage lending including the design of an innovative Automated Underwriting System.

Theresa has been recognized as a leader in the industry, receiving both the 2009 New Mexico Technology Council - Women in Technology Nomination, the 2009 Celent Model Bank award winner and the 2007 New Mexico IT Excellence Award for Best Solution. She received a four year scholarship to the University of Wisconsin, Madison from the Rotary Club where she studied aeronautical engineering. She has been active in industry organizations such as the Mortgage Bankers Association, American Institute of Banking, UW-Madison & CUNA Financial Counseling School. Theresa is also deeply involved in her community, playing key roles in local United Way initiatives, the Chamber of Commerce and various leadership positions in youth-oriented support agencies.

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Jody Natoli
Mortgage Operations Specialist

JNatoli at MBS-Team dot com
(512) 977-9900 ext. 112, Direct Line: (512)-501-2817, Cell: (619) 806-0240

Jody Natoli is a seasoned mortgage veteran and entrepreneur, with 33 years of executive management experience, including over 20 years in Mortgage Banking. Her expertise includes analyzing mortgage processes, perfecting and implementing solutions to streamline new loan production and asset management. She has designed Best Business Practices to correct large scale mortgage loan document and lien deficiencies, particularly in the vintages of 2005-2009.

Ms. Natoli has been involved in numerous industry initiatives collaborating with The Mortgage Bankers Association and Government Agencies including the initial development of MERS. Her proven track record includes 19 years as CEO and Founder of Data Star Services, Inc, with a client list including money center banks, regional banks, large originators and servicers. She has received the award for "President of the Year" from Stewart Title for the founding and development of what is now Stewart Lender Services.

Ms. Natoli is also CEO/creator of Mortgage Asset Perfection, a document and lien perfection service, and is actively involved with two non-profits: ChildHelp USA for the treatment and prevention of child abuse and The LightHeart Foundation uniting elders in nursing facilities with local high school students.

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Kathie Thomas, CME
Senior Consultant

KThomas at MBS-Team dot com
(512) 977-9900 ext. 2816, Direct: (512) 501-2816, Cell: (512) 635-4579

With 20+ years in the Mortgage Industry, Kathie Thomas brings a well rounded understanding of what it takes to succeed having walked in the shoes of the Originator, Processor, Closer and DE Underwriter. Her Operations Management experience is invaluable when assisting clients with best practices and efficiencies. Her passion for Compliance grew from the preparation of FNMA and GNMA applications, and continued when she created a consulting firm to serve smaller mortgage lenders for whom she serves as a Contract Compliance Officer. In addition, she performs AML audits, Internal Fair Lending Analysis, writes Policies and Procedures, assists with Audit preparation and works closely with all shapes and sizes of lenders to make sure they are compliant.

Ms. Thomas is also known for her training expertise. She teaches several classes for an NMLS Approved Educator, and created an Anti-Money Laundering curriculum in response to FinCEN requirements. Every visit she makes with a client is a training opportunity for her, and whether one-on-one or for a group, she covers topics in an easy-to-understand format.

Ms. Thomas received a B.S. in Criminology and Corrections with Honors from Sam Houston State University, and is Certified in Mortgage Ethics. She is member of the MBA, TMBA, AMBA, NAPMW and ACFE, and serves on several committees with the MBA and TMBA. She lives in Georgetown Texas with her best friend and husband of 32 years, and has two grown daughters and loves to travel, ski and learn something new every day.

Meahgan Riley
Meahgan Riley
Accounting, Project Coordinator

MRiley at MBS-Team dot com
(512) 977-9900 ext. 2819, Direct: (512) 501-2819

Meahgan Riley is an Accountant for Mortgage Banking Solutions where she monitors all income and expense transactions along with the job profitability assessments for all of the MBS companies including Metric Banking Solutions and MBS Financial Services. She also supports the MBS Financial Services bookkeeping service for mortgage banks.

In addition to her role with MBS, Meahgan works with a Dallas-based accounting and financial services firm where she has been their lead Quickbooks integration accountant. Meahgan has over 5 years experience as a professional accountant managing the finances for several entities simultaneously including accounting system management, data capture and interface, cash-flow projections, payroll interface, maintaining financial data and assisting the tax CPAs with quarterly and annual tax returns.

Meahgan holds a Bachelors Degree in Business Administration with an emphasis in Accounting from the Anderson School of Management at the University of New Mexico. She is also an expert in Quicken and Quickbooks. She lives in Dallas and loves to travel especially to locations with beaches and spend time with her two sons, Joshua and Joe.

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Dana Wasson
Consultant

Dana at MBS-Team dot com
(512) 977-9900 ext. 402, Cell: (704) 807-0159

Dana Wasson is a consultant to the mortgage and banking industries. She provides advice and support on regulatory and compliance challenges, product development, audit preparedness, business, operational and efficiency reviews and also strives to help lenders and bankers to operate effectively and profitably in the residential mortgage lending market by providing consulting and, in some instances, daily ongoing support. Dana has been an active contributor to the industry for over 25 years and has developed numerous training courses for web platforms, as well as classrooms, and is a high-energy, active trainer with several of the top mortgage training companies as a freelance mortgage educator. She has helped to create mortgage products that included development of the product from conception to guidelines for securitizations. She has successfully built and managed several large mortgage operation centers, risk management groups and exceptionally successful sales teams on both regional and national levels. She has co-authored numerous articles and is often a guest speaker at state and national mortgage events. Dana earned her degree in business and currently holds 8 state mortgage Loan licenses. She is also a graduate of the MBA Leaders Program and lives in the Lake Conroe area of Texas with her husband Craig and daughter Victoria.

 
Call:  512.977.9900