iPatch-it.com - Bank Consulting, Bookkeeping & POS Solutions, Quickbooks ProAdvisor

Bank Consulting Services

With more than 25 years of experience, Patch-it, offers consulting in all areas of your Bank operations. Whether you are an existing financial, a new branch, or a De novo bank? Patch-it is your solution.

Does the latest regulatory issue demand staff hours you do not have? Outsource the task of policy, procedure, and implementation to Patch-it!

Have you recently lost a key employee? Did your Operations Officer, Compliance Officer, or other key employee leave you with a gap between your next hire? Patch-it is here to fill in the gap while looking for replacements or to train others to perform new duties.

Policy and Procedure Creation
All types, including:

Disaster Recovery
Safeguarding Customer Information
Compliance
Risk Assessments

Internal Audit Functions

Enhance your current Internal Audit Procedures
Perform regularly scheduled audits

Other

De novo bank setup
New Bank branch setup

Lending

Loan Origination System (LOS) solutions and configuration.
Familiar with the Wolters Kluwer/Bankers Systems software, Rembrandt & Arta. Along with the Ellie Mae Genesis 2000 LOS
Participation setup and training
Freddie Mac and other Investor setup and servicing

Compliance

Policy Creation
Training
Audits