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Specialized Mortgage Services

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Specialized Mortgage Services Banking That’s Different


Western Alliance Bank’s Specialized Mortgage Services group provides financing to well-qualified mortgage bankers with a commitment to customized solutions, backed by significant industry expertise. The team provides traditional warehouse lending, correspondent mortgage solutions, note financing and MSR financing. Mortgage bankers can take advantage of our national warehouse platform with a focus on quick credit decisions, flexible funding and high-touch personal attention.

What Sets Us Apart Experts Who Know Your Business

A Dedicated Relationship Manager

We understand your industry and recognize the unique opportunities and challenges facing your business.

We’re known for providing personalized attention. Your single point of contact works closely with you on all your banking needs and connects you with our breadth of resources nationwide.

Responsive Decision-Making Our entrepreneurial people have the acumen and authority to make prudent decisions quickly, with the power to cut through red tape.

Robust Solutions and State-of-the-Art Services We tailor loan, deposit, treasury management and other funding solutions that add value and make it easier for you to run your business.

Access to Senior Management We provide access to bank leadership. Our senior management meets regularly with clients and takes an active role in your success.


Solutions

What We Offer Specialized Mortgage Services has a national reach, offering warehouse lines with customized solutions to meet the individual needs of each borrower’s origination strategy and funds to a wide array of take-out investors.

Warehouse Lending • Funds Agency, FHA / VA / USDA, jumbo, bond loans, Non QM, reverse mortgages, piggy-back second mortgages, standalone second mortgages and more • Our warehouse team funds until 2 p.m. Pacific Time

MSR Financing • Helps mortgage originators leverage their Mortgage Servicing Rights • Offers lines that leverage Fannie Mae, Freddie Mac and Ginnie Mae collateral • Provides flexible structures to accommodate originators’ MSR retention strategy • MSR lines of credit provide an interest-only draw period followed by term finance

Note Financing • Provides financing to institutional debt funds to solve cash management disruptions between sources and uses of investor capital and deal flow • Offers fast, dependable and flexible daily funding across multiple real estate secured note asset classes • Targets lines to borrowers who maintain a commensurate amount of equity • Provides customers with a highly efficient source of capital tailored to the quick-close business model of private loan origination

Correspondent Mortgage Solutions • Jumbo Prime • Expanded Non-Agency • Streamlined • Bank Statement Documentation for self-employed borrowers • Asset Qualifier • Debt Service Ratio Coverage (DSCR) • Investment Transaction • Scratch and Dent • Interest Only • Exception customization for the right borrower that doesn’t fit program guidelines

Broader Banking Solutions To support the added banking needs of our Specialized Mortgage Services clients, Western Alliance Bank also offers a wide range of business banking products and solutions, including credit, international banking and treasury management. Our suite of treasury management services includes mortgage servicing custodial accounts, plus primary business banking and payroll accounts and more. We also offer products and services for personal banking. Everything is designed to respond to your needs and timeline. All offers are subject to credit approval.


Western Alliance Bank

Specialized Mortgage Services is part of Western Alliance Bank, one of the country’s top-performing financial institutions. Western Alliance Bank is unique because we offer businesses the best of both worlds: the resources and sophisticated services and solutions

Boundary-less Banking Western Alliance’s unique structure produces seamless banking for businesses, whether they are located in our regional banking geographies or anywhere in the country. Our specialized banking groups are a key part of what makes Western Alliance different, providing tailored, value-added solutions in highly focused industry and business segments. Our cohesive approach puts customers at the center of everything we do, wherever business happens.

of a national bank along with the focus and expertise to deliver thoughtful, sector-specific banking.

Divisions of Western Alliance Bank. Member FDIC. Kenneth Vecchione President and CEO, Western Alliance Bank

“Our passion gives us energy and drive to think big and do more. Our first responsibility is always to our clients, and we bring them expert bankers who know their industry and market. Their caring, consistent and personal touch – combined with providing tailored solutions – supports our customers’ growth ambitions.”

Banking for Business Commercial and Residential Construction

Life Sciences

Restaurant Franchises

Manufacturing and Logistics

Small Business

Franchise Finance

Municipal and Local Governments

Specialized Mortgage Services

Gaming

Nonprofits

Healthcare

Private Equity and Venture Capital

Education

Homeowner Associations Hotels Legal

Professional Services Real Estate Development

Technology and Innovation Timeshare Resorts Wholesale and Distribution


What Clients Say

Our clients appreciate the focus of a highly skilled banker who knows your business, your industry and your market, as well as sophisticated products and an innovative approach.

One of Forbes’ Best Banks in America Year After Year

#1 Best-Performing Among 50 Largest Public U.S. Banks S&P Global Market Intelligence 2020

For clients in the demanding mortgage warehouse

NYSE: WAL

One of the Country’s Top-Performing Financial Institutions

1,900+ Employees Nationwide

partner in delivering tailored financing and a range of business banking solutions to help you meet your goals.

Long Term Deposit Rating A2 | Moody’s Investor Service

industry, Western Alliance is a trusted and expert

A | Kroll Bond Rating Agency Rick Arvielo CEO, New American Funding

WAL Loan Growth 538% WAL Deposit Growth 498%

538% Loan Growth

2020 Year-End

498% Deposit Growth

“Western Alliance was the first bank interested in providing us with more things we need outside the focus of the original relationship. It’s refreshing to have a banking partner that is not a one-trick pony.”

398%

318% 256% 211%

327% Matt Dawson Chief Revenue Officer, Loanpal

259%

“Western Alliance has been an incredible partner in Loanpal’s mission to make a positive impact on our planet. They provided us with the flexibility we needed to launch and grow our clean energy financing business. We look forward to building on our strong partnership that accelerates the adoption of renewable energy in the U.S.”

218% 163% 98% 60% 0% 0% 2010

13% 6% 2011

35% 21% 2012

173%

125%

67%

47% 2013

2014

2015

2016

2017

2018

2019

2020

Western Alliance Bank has a strong track record for community commitment. Community Impact Across Western Alliance in 2020

$937.6 million

in loans directed to 5,948 small businesses

6,071 hours

of community service by our people helped 83 organizations

$358.6 million

in Community Development Loans supported 17,844 jobs and created 358 units of affordable housing

2,916 students

in 29 Title 1 schools participated in 5,355 hours of “Financial Cents” financial literacy classes provided by our bank

$2.2 million

donated to highimpact local organizations in response to COVID-19, from PPE for first responders to help for hungry families

$2.3 million

in down-payment assistance grants through the Federal Home Loan Bank put a new home within reach for 112 families

$88 million

dedicated to new community investments, primarily for school districts serving economically challenged families


It’s not just about understanding the numbers. It’s about a banker who understands your business. A one-to-one relationship with your banker – a banker who truly understands your business – is how Western Alliance Bank delivers on accountability.


Turn to us for expert solutions to meet your Specialized Mortgage Services banking needs. To learn more about the Western Alliance Bank Specialized Mortgage Services group, visit westernalliancebank.com

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