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CLA Bankers Advisory Employee Directory

BankingMassachusetts, United States2-10 Employees

CLA Bankers Advisory, operating as CLA Mortgage Advisory Services, is a Lexington, Massachusetts-based firm in the banking industry that specializes in mortgage file reviews, compliance, and training. Its services cover pre- and post-funding quality control, fair lending, state and federal compliance, MERS and HMDA consulting, servicing and default audits, policy development, and training for banks, thrifts, credit unions, and mortgage bankers across the United States. The company supports financial institutions in maintaining regulatory adherence and improving mortgage operations through assessments and targeted guidance.
Founded in 1986 by Anna Desimone and later acquired by CliftonLarsonAllen LLP in 2014, the business focuses on delivering specialized advisory services to its clients. Its current activities are anchored in its Lexington location, with connections to the broader CliftonLarsonAllen network. A recent development within the broader CLA organization includes expansion initiatives and new office openings in other markets, reflecting ongoing growth within the parent firm." }+0 } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Find CLA Bankers Advisory employees' phone numbers or email addresses

CLA Bankers Advisory Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

CLA Bankers Advisory's Leadership

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    M. E. H.
    Assistant Vice President
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  • Stylized image of a person
    A. H.
    Client Services Manager - Senior Quality Control Underwriting Auditor - Compliance Manager
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  • Stylized image of a person
    R. R.
    Quality Control Processor
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    B. B.
    Processing Supervisor At Cla
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CLA Bankers Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Quality Assurance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Finance

Contact profiles from CLA Bankers Advisory

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. E. H.
    Assistant Vice President
    Phone icon
    United StatesMassachusetts
    Jul 28, 2024
  • Stylized image of a person
    A. H.
    Client Services Manager - Senior Quality Control Underwriting Auditor - Compliance Manager
    Phone icon
    United StatesNew Hampshire
    Jul 25, 2024
  • Stylized image of a person
    R. R.
    Quality Control Processor
    Phone icon
    United StatesMassachusetts
    May 30, 2026
  • Stylized image of a person
    B. B.
    Processing Supervisor At Cla
    Phone icon
    Mar 06, 2024

Frequently Asked Questions

What is CLA Bankers Advisory known for?

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CLA Bankers Advisory was founded in 1986 operates in the Banking industry. The company's main headquarters is located in 131 Hartwell Avenue Suite 300 Lexington, Massachusetts 02421 United States; you can contact the main corporate office by phone at . Explore CLA Bankers Advisory's company overview page for more information.

What is CLA Bankers Advisory's most common email format?

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CLA Bankers Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CLA Bankers Advisory email formats with LeadIQ.

How many employees does CLA Bankers Advisory have currently?

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CLA Bankers Advisory has approximately 9 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are CLA Bankers Advisory's key employees and leadership?

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As of May 2026, CLA Bankers Advisory's key employees include:

  • Assistant Vice President: M. E. H.
  • Client Services Manager - Senior Quality Control Underwriting Auditor - Compliance Manager: A. H.
  • Quality Control Processor: R. R.
  • Processing Supervisor At Cla: B. B.

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