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Support Services
Financial Institution Support Services
McConnell Jones Lanier & Murphy LLP (MJLM), founded in 1999 and headquartered in Houston, Texas, is a nationally recognized, full-service accounting, auditing, and consulting firm. As one of the five largest African-American owned CPA firms in the United States, MJLM is certified by the Small Business Administration as an 8(a) – small disadvantaged business and by the National Minority Business Council as a minority-owned enterprise.
MJLM’s team of skilled consultants and financial institution advisors have worked with some of the world’s leading financial institutions and have substantial experience developing, implementing, monitoring and managing policies and procedures in order to reduce risk and uphold fiduciary responsibilities for premier financial institutions. With an average of 15+ years experience, our professionals are proficient in rapidly deploying resources to support complex, multi-functional accounting, processing, and program compliance functions for commercial banks and federal, state and local government agencies. This team is led by Richard Johnson, Director of Financial Institution Services.
MJLM and our team of consultants have substantial relevant past performance providing the following services:
• Asset Servicing
• Asset Management
• Due Diligence
• Financial Advisory
• Loan Servicing
• Accounting And Reporting |
• Pro Forma Reporting
• Reconciliation
• Program Compliance
• Trust
• Asset Disposition
• Branch Management |
We have well-trained individuals devoting 100 percent of their time to financial institutional support services and can assist with asset servicing as well as custodial, accounting and other infrastructure services needed to efficiently manage and administer a complex portfolio of troubled assets including loans, credit default swaps, asset backed securities, and mortgage backed securities. Additionally, MJLM has the capability to provide specialized services such as audit readiness assessments, compliance monitoring, special management and operational reports, and document management.
Asset Servicing
• Safeguard And Secure Bank Assets
• Interim Servicing, Reconcile And
Reporting
• Project Cashflows And Collect Principal
And Interest |
Trust
• Manage Trust Estate In Accordance With
Trust Agreements
• Collect, Allocate, Distribute And Report
Principal Interest Activities
• Manage Compliance Items And Filings
|
Asset Management
• Coordinate The Transfer And
Consolidation Of Loans And Owned
Real Estate
• Manage All Types Of Loan Portfolios
• Monitor And Manage Loan Covenants
|
Pro Forma Reporting
• Reconcile All Balance Sheet Accounts
• Develop And Implement Policy And
Procedures
• Calculate Cut-Off |
Asset Types
The MJLM team has direct experience working with the following asset types:
|
• Commercial Loans
• High-Yield Bonds
• Asset Backed Securities
• Emerging Market Securities
• Credit Default Swaps
• Equities
• Foreign Currency Denominated
• Securities
• US Treasury Bonds & Strips
• Zero Coupon Bonds
• Money Market Accounts
• Residential Mortgage Backed Securities
(RMBS)
• Commercial Mortgage Backed Securities
(CMBS)
• Project Finance
• REIT’s
• Commercial Paper
• Guaranteed Investment Contract (GIC’s)
|
• Distressed Loans And Securities
• Revolving Notes
• Delayed Draw Loans
• Total Return Swaps
• Synthetics
• Hedge Funds
• Physicals, DTC, Euroclear, and
Clearstream Traded Securities
• PIK’s
• Derivatives
• Puts & Calls
• Principal Protected Notes
• Royalties
• Whole Loans
• Auto Loans
• Consumer Loans |
|
