Jeffrey Flory is a principal with Baker Tilly US, LLP’s financial services team. Jeff has a background encompassing all aspects of mortgage lending.   He started his mortgage career in retail lending, working for a Pleasanton-based mortgage brokerage before moving to Coast Federal Bank’s retail team, earning recognition for sales performance. Jeff returned to Southern California in 1996 and held leadership roles in sales and operations for wholesale and correspondent lending, and technology at Option One Mortgage and Aurora Loan Services. In 2009, he moved to the service-provider space, working for a default outsourcing firm, Equifax, and then spent the last seven years at Interthinx/First American in sales leadership roles prior to joining the firm. 

Jeff was a member of the MBA’s Future Leaders Program in 2005, successfully completed the Schools of Mortgage Banking in 2006, earning his Accredited Mortgage Professional (AMP) designation, and was awarded his Certified Mortgage Banker (CMB) designation in 2013.

Six Sigma Qualtec – Business Process Management

Jeffrey Flory is a principal with Baker Tilly US, LLP’s financial services team.

University of California, Santa Barbara
Bachelor of Arts, political science, international relations emphasis

Extensive mortgage industry experience with emphasis in originations, correspondent and wholesale lending fraud, risk and regulatory compliance

Loan Servicing Quality and Compliance Solutions for Mortgage Servicers

Mortgage Electronic Registry System (MERS) Annual Review

Regulatory Compliance Review for Mortgage Lenders

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