Operational Advisory Services

Sometimes a major change of direction is necessary for business expansion or survival. Often a “change agent” can help you accomplish what needs to be done. The Cognitive Options Group team of professionals can help you identify, frame and institute the changes, and track the progress and results. Our consultants are skilled in navigating the sensitive waters surrounding change. We will tailor our review to meet your specific needs, building on your resources and personnel.

Our Menu of Services includes

  • Reviewing your operations philosophy and strategies to understand the culture and business goals
  • Assessing current staff qualifications relative to position requirements
  • Regulatory Compliance Reviews
  • Mortgage Compliance Training for regulatory changes
  • Assessing and developing policies and procedures
  • Implementing best practices from originations to servicing
  • Assessing the use of technology and vendor relationships
  • Testing operational controls
  • Internal Audit procedures
  • Assessing regulatory and compliance status
  • Fair Lending Reviews
  • CFPB Examination preparedness
  • Preparing Business Plans that memorialize the business strategy

Our Activities Encompass

  • Project management within all impacted areas
  • Summary recommendations to validate the overall strategy and implementation
  • Operational assessments and benchmarking
  • Process re-engineering road maps
  • Detailed cost analysis
  • Remediation plans to resolve operational gaps
  • Business, operations, and technology alignment
  • Compliance Training

Cognitive Options Group provides project management, systems templates, project task completion, and advanced training for internal staff. We monitor performance metrics over an agreed post-evaluation period to help our clients succeed.