Hamilton-Lee Consulting specializes in assisting and advising businesses, primarily in the banking and lending industries. Our one-on-one approach helps clients accomplish projects quickly and efficiently. We consult on a range of projects and longer-term engagements related to business strategy, process, quality and diligence.
 
Specialty Services
 
Portfolio Loan Review and Due Diligence
Many banks, private equity groups and investors are capitalizing on the timely opportunity to expand their business footprint and depository relationships through FDIC-assisted acquisitions of failed banks. HLC is experienced in helping acquirers navigate the compressed timeline and meet the unique requirements of the FDIC in these specialty transactions. We perform the diligence and provide a roadmap for the bid and acquisition process.

• Conduct loan review of commercial loan portfolios
• Perform in-depth analysis on cash flow of borrower, property and market analysis.
• Prepare individual loan summaries including documentation, system accuracy, financial analysis,                           stress test and risk grade evaluation
• Define credit exposure and overall default risk associated with each loan, recommend 
  appropriate plan of action

Core Services
 
Process and Policy Development and Improvement
Many companies are looking to enhance current process for reduced cost and increased efficiency. HLC will assess opportunities to improve current systems by evaluating optimization levels and exploring alternatives. Consultant role is to provide analysis, create and develop a process map and policy manual to establish a more consistent and efficient process.
 
Approach
 
Hamilton Lee-Consulting offers dedicated, one-on-one time for your project, from start to completion. We provide the personalized attention and focus necessary to accomplish your goals efficiently. 
 
Initial Assessment
Meet with business owner, manager and/or team to assess the project, goals and objectives. 
 
Project Management
HLC works as a liaison with management/leadership and stakeholder(s) to ensure alignment with organizational               goals.  Key roles of the consultant include: setting project timeline, communication, obtaining buy-in and validating          and deploying new or improved processes. 
 
Strategic Planning
 Develop a sound strategy to eliminate outdated and/or duplicative tasks or procedures, and streamline business 
 processes. Consultant role is to assess, design and implement process improvement plan. 
 
Quality Control
Uncover cost-saving and quality improvement opportunities that enhance stakeholder return. Key roles of the                  consultant include: creating validation methods and quality management system in order to track overall quality               control and measure improvement. 
 
Measurement 
Metrics are defined and set to measure progress and/or savings following process or policy implementation.