Portfolio Advisory and Asset Disposition Services

The government authority located in Washington, DC is seeking portfolio advisory and asset disposition services to manage and analyze its financial assets. The agency needs to address complex portfolio management challenges by obtaining market analyses of the overall government Mortgage-Backed Securities (MBS), whole loan, and Mortgage Servicing Rights (MSR) markets. Through this contract, the agency aims to enhance its portfolio management competence and establish best execution analyses for its holdings. The scope of work requires analyzing and creating reports on all loans serviced by the Master Sub Servicers. The selected contractor must coordinate the marketing and sale of MBS, whole loan, and MSR portfolios, while providing servicing, due diligence, and quality control analysis. Additional responsibilities include asset remediation, asset disposition recommendations, pooling advisory support, reverse loan servicing, default management, loss mitigation strategies, data validation, claims management, and reporting. Eligibility is strictly limited to onshore organizations based in the United States. The agency requires the performance of all work to be conducted offsite. Bidders must submit a pricing proposal as the agency is currently looking for budget proposals, and no specific budget threshold has been pre-determined.