Cass De Sousa

Cass De Sousa

Cass is a director with Baker Tilly’s financial services practice. She is results focused and bilingual (Portuguese) with more than 20 years of experience in the mortgage industry. She is adept at overseeing loan quality/underwriting operations and ensuring compliance with the required guidelines, standards, regulations, policies and procedures, and has a strong background in increasing efficiency of work through time management and correct prioritization of loan cases.

  • Executing and managing the pre and post closing quality control functions
  • Proven track record of enhancing client satisfaction by resolving potential issues and facilitating team operations by removing occurring obstacles in the line of work
  • Experienced in integrating new and improving old quality control practices
  • Verifying standard compliance and goal completion through the development, coordination and integration of business plans
  • Ensuring compliance of operations with all regulations and SLA requirements by establishing and upholding organizational standards and quality of work
  • Improving efficiency of loan quality operations through identification and reduction of potential business dissipation
  • Lean Six Sigma Green Belt Certification
  • FHA/VA Quality Control


Tampa, FL


Bachelor of Business Administration in international business

Florida Atlantic University

Cass's upcoming events


Medical management team discusses strategy in a conference room

2023 Annual year-end banking webinar