Bank & Loan Consulting
Expert Services
Compliance - Loan Submission - Underwriting - Term Evaluation
Evaluation of Potential Legal Matters, Expert Services in Lending and Loan Servicing
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As a former Banking Senior Vice President, Jason Koontz, CRC has more than 20 years’ experience in commercial and consumer lending, mortgages, mortgage loan servicing, cash management, fraud, and many other aspects of lending activities.
Among his expert services, three services of particular interest are:
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Returning calls during a break from a mortgage loan servicing trial at the Stanley Mosk Courthouse, Los Angeles, California.
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Case Evaluator
Attorneys counseling a potential client regarding a lending matter must consider the fact basis of the claim. They must understand whether an action violated the law, as well as whether it represents a viable case.
Koontz has been named on more than 240 cases as an expert witness in a wide range of matters in state and federal courts. He is skilled at reviewing documents and records. He assesses the underlying policies and procedures that may have been overlooked or disregarded by lending or mortgage loan servicing professionals, resulting in a potentially improper action.
Accordingly, Koontz is able to assist legal counsel in evaluating the likelihood that a case has merit, can be cogently argued before the court and can be explained to a jury.
Consider consulting Koontz to learn the prospects for a success in handling a new lending or servicing matter before embarking on a lengthy road to prepare a case.
Board Educator
As a recently appointed director of a bank, you may be overwhelmed by the terminology of the banking industry and the responsibilities of the bank and the members of the board.
There may be moments when you are unfamiliar with subjects under discussion, yet you feel unsure about asking a question in front of your peers.
You can ask those questions and speak privately with Koontz, so you will learn more than the basics about banking operations. As a banking expert witness, Koontz knows how to present complex banking topics in accessible language so that people serving on boards can understand the issues, policies, and procedures of the bank in question.
You may arrange to speak with Koontz, via Zoom or phone, to gain a greater appreciation of bank operations that will help you better perform your role as a board director
Loan Advisor
You may now find it more difficult to obtain a loan from a lender than in years past.
Lenders require more information than before to complete the underwriting process. Koontz can help you navigate the loan process and locate the type of loan structure that aligns with your needs.
He can help you safeguard your next venture or home against predatory lending.
As a banking expert, Koontz will scour the market to find the best loan terms to fit your needs. He will contact lenders to gather their loan offers and analyze the terms. Based on the analysis of the current market, Koontz will advise you on the best possible choice.
You may contact Koontz for assistance on preparing the loan submission package and advice on evaluating the term sheets and commitment letters.
As a case evaluator, board educator and loan advisor, Jason Koontz will counsel you and guide you through the journey ahead.
Attorneys counseling a potential client regarding a lending matter must consider the fact basis of the claim. They must understand whether an action violated the law, as well as whether it represents a viable case.
Koontz has been named on more than 240 cases as an expert witness in a wide range of matters in state and federal courts. He is skilled at reviewing documents and records. He assesses the underlying policies and procedures that may have been overlooked or disregarded by lending or mortgage loan servicing professionals, resulting in a potentially improper action.
Accordingly, Koontz is able to assist legal counsel in evaluating the likelihood that a case has merit, can be cogently argued before the court and can be explained to a jury.
Consider consulting Koontz to learn the prospects for a success in handling a new lending or servicing matter before embarking on a lengthy road to prepare a case.
Board Educator
As a recently appointed director of a bank, you may be overwhelmed by the terminology of the banking industry and the responsibilities of the bank and the members of the board.
There may be moments when you are unfamiliar with subjects under discussion, yet you feel unsure about asking a question in front of your peers.
You can ask those questions and speak privately with Koontz, so you will learn more than the basics about banking operations. As a banking expert witness, Koontz knows how to present complex banking topics in accessible language so that people serving on boards can understand the issues, policies, and procedures of the bank in question.
You may arrange to speak with Koontz, via Zoom or phone, to gain a greater appreciation of bank operations that will help you better perform your role as a board director
Loan Advisor
You may now find it more difficult to obtain a loan from a lender than in years past.
Lenders require more information than before to complete the underwriting process. Koontz can help you navigate the loan process and locate the type of loan structure that aligns with your needs.
He can help you safeguard your next venture or home against predatory lending.
As a banking expert, Koontz will scour the market to find the best loan terms to fit your needs. He will contact lenders to gather their loan offers and analyze the terms. Based on the analysis of the current market, Koontz will advise you on the best possible choice.
You may contact Koontz for assistance on preparing the loan submission package and advice on evaluating the term sheets and commitment letters.
As a case evaluator, board educator and loan advisor, Jason Koontz will counsel you and guide you through the journey ahead.
