Financial Services Design


Bank, Savings & Loan, Credit Union, Mortgage Banking

  • Business Start-up/In-Formation
  • Loan Policy Development
  • Human Capital Policy Development
  • Board Education & Development
  • Business Management Development
  • Administrative Management Development
    • Microsoft Productivity Training
  • General  & Departmental Management Development
  • Employee Training Development
  • Small Business & Personal Tax Planning

Maintaining Profitability & Preserve Standing with Regulators

Loan Review Program

  • General Loan Review
  • Portfolio Acquisition Review
  • Specialty/Structured Finance Review
  • Due Diligence Portfolio Acquisition Review

Specialty Consulting 

  • Credit Risk Process Review
  • Loan Policy Maintenance

Workforce Development

  • Business Ethics
  • Customer Service
  • Communications
  • Quality Assurance & Compliance
  • Mentoring
  • Organization and Time Management
  • Project Management
  • Public Speaking
  • Team Building
  • and Train-the-Trainer

Engaged and Trusted Consumer and Commercial Portfolio Advisors

We are an independently owned consulting firm servicing financial service institutions with excellent portfolio quality to maintain the credit standards of loans originated, acquired portfolios, and servicing portfolios.

Wealth Management and Asset Protection – Licensed Professionals

  • Generational Wealth Creation
  • Retirement Planning
  • Family Planning
  • College Funding
  • Debt Reduction
  • Mutual Funds
  • Life Insurance
  • Small Business or Key-Man Funding and Insurance
  • Buy-Sell Agreement Planning

Copyright © 2017-2020 E E Smith, Jr. Consulting LLC. РAll Rights Reserved.