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Dr. Andy Schell, Ph.D., DBA, CPA, CMB

CFO's Guide to Hedging

A CFO knows that mortgage lenders are exposed to interest rate risk.

A CFO knows that as rates rise, the gain on sale falls and the company has less revenue unless there is a hedging strategy in place to offset the value change risk.

A CFO knows that pipeline risk management is important to protect the Lender's exposure to interest rate movements.


A CFO must know the answers to the following questions...

  • Which hedging strategy is best?

  • What data is used to support the hedging position calculation?

Reality Check - If LOS status code data is wrong, the hedge position is wrong.

  • Which hedge report provides the truth about the effectiveness of the hedging activity?


The following PowerPoint was created to help CFOs understand the basics of hedging.


For the PowerPoint, click HERE


Also, the following article provides more information about hedging.


For the Hedging Article, click HERE


MBS Financial Services offers the following areas:

  • Growth Strategy – We can help you plan and execute a growth strategy.

  • Hedging & Pipeline Risk Management - Dr. Schell can help explain how hedging functions, the benefits of hedging, and the risks associated with the activity. See blog posts.

  • Executive coaching - Leadership is a learned skill. Dr. Schell can teach you to be an amazing leader, an effective manager, and an inspiring coach that can foster a vibrant culture.

  • Accounting Services – Dr. Schell, CPA, leads the accounting services team to become your outsourced accounting department. This alternative makes more and more sense for companies wishing to focus on their core business but want trustworthy accounting and financial reporting support.


About:

Dr. Andy Schell, DBA (Ph.D.), MSML, MBA, CPA/CFF, CMB


Dr. Schell is CEO, Managing Partner, and Co-Founder of Mortgage Banking Solutions and MBS Financial Services ("MBS"), based in Austin, Texas. Dr. Schell is known for his ability to turn "vision into reality" and "chaos into order" as he finds creative solutions to the challenges his clients face addressing Revenue Stability, Technology Enhancement, Financial Management, and Workflow Efficiency.

He has 4 decades of experience as a strategist directing the activity of both small and large groups of employees including mortgage lending activity at Bank of America. His leadership knowledge extends from his hands-on experience and his academic training in his MBA, his master's degree in leadership, and his doctoral work to examine employee dynamics given leader stimulus.


To find out more information on MBS Services, please click HERE


Find more information at

DoctorSchell@MBS-Team.com ; (512) 501-2812;

Doctor Schell the Profit Doctor

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