As Senior Managing Partner of Financial Planning and Analysis, Tracie Lewis brings over 20 years of mortgage finance, analysis, and reporting expertise to Mortgage Advisory Partners. With a passion for numbers and analytics, Tracie has an unparalleled ability to develop financial and analytical models at various levels of granularity to drive operational and transactional insights, as well as construct impactful reports and presentations that enhance key stakeholders’ understanding of business trends and drivers. Prior to joining Mortgage Advisory Partners, Tracie was SVP of Finance for ClosingMark Financial Group, a wholly owned subsidiary of William Lyon Homes, where she was responsible for leading financial planning and analysis for the financial services division. Tracie has also held senior leadership positions in Finance at CBRE, Stearns Lending, MetLife Home Loans, and Bank of America where she was responsible for multi- business unit financial planning and analysis in mortgage lending and commercial real estate. Her experience encompasses all channels of mortgage lending, including third-party originations, Distributed Retail, Direct to Consumer, and Joint Venture partnerships.
Areas of Expertise § Financial Reporting, Analytics and Modeling § Planning and Forecasting § Data Management and Warehouse Development § Business Process Improvement § Mergers and Acquisitions Education § BS Business Economics, University of California at Riverside
Tracie Lewis Senior Managing Director
§ MS Finance, University of Oklahoma § Six Sigma Green Belt Certification
Financial Planning & Analysis Tracie.Lewis@mortgageap.com www.mortgageap.com 800-627-5803
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