Commercial/Multifamily Finance Servicing and Technology Conference

Back to full schedule

Investor accounting and reporting are becoming more complex, with evolving regulations, diverse loan structures, and rising demands for accuracy and speed. This session explores key challenges—technology gaps, manual processes, staffing constraints, and coordination hurdles—and provides practical strategies to modernize reporting, improve accuracy, streamline workflows, and stay compliant in today’s fast-paced environment. (Focus: Compliance, Investor Reporting/Accounting, Technology)

Speakers

Moderator

Liz Parent

Director - Investor Accounting, JLL Capital Markets

Liz Parent has been working in the Mortgage industry for over 10 years, with a majority of that time spent in Investor Accounting. She has experience with Single Family, Multi Family, and Commercial properties and has worked with FNMA, GNMA, FHLMC and Private investors.

Speakers

Ashley Fair

Vice President, Investor Reporting, Merchants Capital Corp.

Ashley Fair joined Merchants Capital in 2014, serving in internal audit and cash management roles, and currently leads the GNMA, FNMA, FHLMC, and balance sheet Investor Reporting team. Merchants Capital primarily originates and services multifamily loans on Merchants Bank’s balance sheet and on behalf of agency investors, totaling $38 billion in unpaid principal balance. The portfolio requires investor reporting for proprietary and agency securitized pools, bank loan participations, private label sub-servicing portfolios, reconciliations, and construction lending. Prior to her time at Merchants, Ashley has extensive experience in retail and mortgage banking.

Melanie Follstaedt

Vice President, Investor Reporting, Colliers Mortgage

Melanie Follstaedt is the Vice President, Investor Reporting at Colliers Mortgage. She joined Colliers in 2022 after several years in residential mortgage, where she managed the accounting, servicing, and investor reporting functions for both agency and portfolio loans within credit union/banks. Her team at Colliers handles the investor accounting and reporting functions across Fannie, FHA/HUD, and over 35 life companies. She earned her Master of Business Administration concentrated in Finance and International Business from the University of Colorado - Colorado Springs.