investor reporting

AmeriNational Community Services, or AmeriNat, is a loan servicer founded in 1975 that manages approximately $11 billion in current loans for over 300 clients across the United States and Puerto Rico. It serves government agencies, nonprofits, financial institutions, C-PACE administrators, and private investors, and is approved by FHA, VA, USDA, Fannie Mae, and Freddie Mac. AmeriNat is an independent affiliate of O'Brien-Staley Partners.

assessment enrollmentbilling and payment collectionclaim reporting and processingC-PACE assessment administrationloan servicingLoss Mitigationprivate label and co-branded servicingREO management

Boston Portfolio Advisors (BPA) is a trusted operating partner providing critical operating functions across credit, investment, and specialty finance platforms. Services include fund administration, credit administration, valuation, due diligence, backup servicing, and master servicing. The firm reports 47+ years of experience, $5.5B+ assets under administration, and 600K+ underlying accounts.

backup servicingborrowing base and collateral administrationcovenant monitoringdue diligencefield examinationsfund accounting and NAV administrationmaster servicing and recoveriesportfolio analyticsvaluation and analytics

Charles Michael Gonzalez is a fractional CFO and accounting operator for owner-operated businesses with over 15 years in accounting operations. He turns messy books into clear decisions, including managing accounting on a $200M recurring-revenue portfolio across 50 entities and cutting a month-end close from four days to one. Services are remote and available internationally, with expedited options.

accounting operationsaccount reconciliationscash-flow forecastingexecutive reportingfinancial clean-upfractional CFO consultingKPI dashboardsmonth-end closeQuickBooks Online integrationXero integration