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Aon Hewitt

McLagan

McLagan U.S. Residential Mortgage Banking


Compensation Survey

The U.S. Residential Mortgage Banking Compensation Survey data will help you stay ahead of
emerging market trends in the design and structure of compensation plans for mortgage
professionals. Our survey comes highly recommended through our long-standing partnership
with the Mortgage Bankers Association (MBA).

Our survey collects data on a granular incumbent-level basis for professionals across We’re here to
major functions and roles within the mortgage banking industry. empower results
Contact our team today to learn
Our survey benchmarks key compensation elements for sales and support functions more about McLagan’s survey
products.
Survey elements include: Survey scoping factors include:
• Base Salary • Compensation as • Number of Loans • Employee Headcount Robert Northway
• Bonus Percentage Percentage of Loan • Overtime • Geographic Regions 1.203.602.1234
of Salary Volume
• Total Cash • Production Volume rnorthway@mclagan.com
• Cash Bonus • Loan Production
• Total Compensation • Revenue Size
• Commissions • Long-term /
• Servicing Portfolio Ryan Caravella
Deferred Awards 1.203.517.3809
We focus on key roles, including: rcaravella@mclagan.com

Executive Management & Production Administration Loan Servicing / Loan Administration For more information on
• ABA / Joint Venture • FHA / VA • Secondary / Capital • Bankruptcy • Inspection McLagan, visit mclagan.com
• Affordable Lending Origination Markets Support • Business Development • Investor Relations
• Appraisal • Loan Securitization • Securitized Officer • Loan Workout
• Operations Products Research • Capacity Planning &
• Asset Sales • Loss Mitigation
• Business • Overall Origination • Strategic Planning Forecasting
• Operations
Management & Development • Collections – All
Development • Portfolio Retention
Officer • Portfolio • Telemarketing / Stages
Sales
Management Consumer Direct • Customer Service
• Construction Loan • Real Estate Owned
Origination • Pricing • Trading • Escrow & Tax Services (REO)
• Corporate • Private Mortgage • Underwriting • Executive • Special Servicing 2017 key dates
Relocation Banker • Validation Management
• Correspondent • Quantitative • Warehouse Lending Corporate Administration & Support January - March
/ Whole Loan Analysis • Wholesale Survey launch / matching calls
Acquisition • Retail • Centralized Vendor • Legal
Management • Marketing & Data collection is distributed
• Documentation / • Sales Satellite
Negotiation • Compliance / Quality Communications April
• Secondary /
• Executive Control • Office Services Data collection due
Capital Markets
Management Management • Finance • Project Management May - July
• Human Resources • Risk Management Data cleaning / questions
• Information • Support Staff August
Technology
Study results delivered
• Internal Audit
September 14th - 15th
MBA HR Symposium
Global benchmarking and advisory solutions customized to your business needs September - December
Advisory solutions: Our consulting approach is customized by project and includes functional benchmarking, pay and Review survey results
performance analysis, incentive plan review and design, cost to market analysis, and custom market practice studies. Select cut requests
Access to MBA HR Symposium: McLagan presents key talent and rewards trends as part of the complimentary Market Practice Studies
roundtable. This HR Symposium, hosted by the MBA, also serves as a forum to network with colleagues throughout the
mortgage banking industry.
Confidentiality: Reports are presented in a way that ensures that data on individual companies cannot be identified.
Reports are distributed only to participating organizations, each of which signs a reciprocal non-disclosure agreement
with McLagan.

Risk. Reinsurance. Human Resources.


Aon Hewitt
McLagan

McLagan U.S. Residential Mortgage Banking


Compensation Survey
We partner with the leading firms across the mortgage banking industry
2016 Bank participants
Ally Financial, Inc. First Citizens Bank Navy Federal Credit Union
American National Bank of Texas First Financial Bancorp New York Community Bank
Arvest First Interstate BancSystem, Inc. People’s United Bank, NA
Bank of America Merrill Lynch First Midwest Bank PNC Bank
Bank of the West First Niagara Prime Lending
Barclays First Reliance Bank Raymond, James & Associates
BBVA Compass FNB Omaha Regions Financial Corporation
Bethpage Federal Credit Union Franklin American Mortgage Santander Bank, NA
BMO Financial Group Greater Nevada Credit Union SchoolsFirst Federal Credit Union
BOK Financial Corporation Hancock Bank Sterling National Bank
Branch Banking & Trust, Co. Home State Bank SunTrust Banks
Capital One HSBC Synovus
Central Pacific Bank Huntington Bancshares, Inc. TD Securities
Citigroup Investors Bancorp, Inc The Bank of Canton
Citizens Financial Group Johnson Financial Group, Inc. The CIT Group
Citizens First Bank JPMorgan Chase The Private Bank
City National Bank KeyCorp U.S. Bancorp
Comerica Kinecta Federal Credit Union Umpqua Holding Corporation
Commonwealth Bank and Trust M&T Bank Corporation Webster Bank
Discover Financial Services MB Financial Bank Wells Fargo Bank
East West Bancorp MidFirst Bank Wright Patt Credit Union
Elevations Credit Union Midland States Bank WSECU
EverBank MUFG Union Bank Zions Bancorporation
Fifth Third Bank Mutual of Omaha

2016 Independent Mortgage Bank participants

Accenture Genpact PenFed


Aegon Genworth Financial PennyMac
Alliance Home Loans Guild Mortgage Company PHH Mortgage
Altisource Hallmark Home Mortgage Pine River Capital Management
American Pacific Mortgage Highlands Residential Mortgage Planet Financial Group, LLC.
Ameripro Funding Home Point Financial Plaza Home Mortgage, Inc.
Bayview Asset Management HomeBridge Financial Services Primary Capital Mortgage
Benchmark Mortgage HomeServices Mortgage Prospect Mortgage
Black Knight Financial Services Homestar Financial Pulte Homes, Inc.
CalAtlantic Mortgage Homestead Funding Quicken Loans
Caliber Funding IBM Radian Guaranty, Inc.
Carrington Mortgage iMortgage Redwood Trust, Inc.
Cenlar Impac Companies Residential Mortgage Services, Inc.
Centennial Lending Group, LLC. JMAC Lending Inc. Rushmore Loan Management
Colonial Savings, FA LendingHome Selene Finance
Computershare Loan Depot Seneca Mortgage Servicing, LLC.
Digital Risk Loan Pacific ServiceFirst Mortgage
Ditech Financial, LLC. Long and Foster Companies State Farm
Fairway Mortgage Movement Mortgage Stearns Lending
Fannie Mae National Mortgage Insurance Stewart Title Guaranty
First Guaranty Mortgage Nationstar Mortgage LLC Stonegate Mortgage
Freddie Mac New Penn Financial TIAA
Freedom Mortgage NVR Mortgage, Inc. Toll Brothers, Inc.
Gateway Mortgage Group Ocwen Financial Wintrust Mortgage

Risk. Reinsurance. Human Resources.


Aon Hewitt
McLagan

The firm designated below agrees to participate in and purchase the 2017 Residential Mortgage Banking Compensation Survey(s).
All McLagan products are for internal use only and a signed mutual Services Agreement must be received prior to delivery of the results. All client
data is treated as confidential and reported only in aggregate form.
Participation Fees
Please check each of the product(s) that your firm will be participating in and subsequently purchasing for the 2017 survey program. Please check
the appropriate product fee based on your firm’s current MBA membership status. The 2016 edition of the survey is also available for purchase
with a commitment to participate in and purchase the 2017 survey. If your firm would like to purchase the 2016 edition of the survey, McLagan
will bill for the 2016 results in addition to half of the 2016 fees in advance toward 2017 survey fees as a non-refundable survey deposit.
2018 Early Registration
If your firm would like to sign up early to participate in and subsequently purchase the mortgage banking surveys for the 2018 survey program,
please contact Ryan Caravella at rcaravella@mclagan.com for information and fees.

2017 Participation

Product MBA Members* Non- Members

Executive Management & Production Administration Survey (MOU) $2,300 $3,350

Loan Servicing / Loan Administration Survey (MSU) $2,300 $3,350

Corporate Administration & Support Survey (MCU) $2,050 $3,100

Select Cut Reports (per select cut) $1,000 $1,250

2017 McLagan Mortgage Banking Market Practice Studies (Call for more info) TBD

MBA Human Resources Symposium (For more info go to www.mba.org) MBA Charge
*Please note that McLagan will confirm membership with the MBA.

Primary Data Contact


The individual identified below will act as the primary data contact for completion of all survey, study, or analysis and has the authority to release all necessary data
to McLagan. This individual will be responsible for returning a fully executed Services Agreement with McLagan prior to the release of any survey results.
Name: Title:
Company:
Address:

City: State: Zip:


Email: Phone:
Billing Contact (if different from Primary Data Contact)

Name: Title:
Company:
Address:
City: State: Zip:
Email: Phone:
Signature:

Please sign and fax this form to 203-323-9851 or email PDF form to rcaravella@mclagan.com

Risk. Reinsurance. Human Resources.