Category : Case Studies
Rapid multi‑asset loan onboarding
Seamless onboarding of a complex 16‑loan portfolio under a highly compressed timeline following the termination of the client’s prior servicer.
Sector: Loan servicing and treasury operations
Location: Classified
The client, a multi‑strategy alternative asset manager with $6.4 billion AUM, engaged Mount Street after the unexpected termination of their existing loan servicer. With just three weeks before the next billing cycle, the client required the full onboarding of 16 loans within two weeks to prevent disruption to borrower communications and cash flow.
The portfolio comprised a mix of asset types—including four non‑performing loans and two warehouse lines—each requiring tailored data validation, reconciliation and transfer protocols. The abrupt change introduced operational risk, shortened deadlines and the potential for missed payments, making precision and coordination essential.
Mount Street activated a cross‑functional rapid‑response team within hours of engagement. Senior leadership aligned operations, servicing, treasury and data teams under a unified accelerated project plan. The team conducted an intensive reconciliation of all loan files, applying escalated review for non‑performing and warehouse structures.
Close collaboration with the outgoing servicer ensured a clean and complete data transfer. Internally, roles, deliverables and timelines were locked from day one, enabling efficient workflow management despite the compressed transition window.
All 16 loans were successfully onboarded ahead of the next scheduled payment date, ensuring uninterrupted borrower notices and full preservation of client cash flow. The seamless transfer demonstrated Mount Street’s ability to mobilize quickly, operate with precision under pressure and deliver a high‑quality client experience during periods of operational disruption.