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Wingspan Acquires Louisiana-Based Customer Service Operation

FOR IMMEDIATE RELEASE                                                                 

Wingspan Acquires Louisiana-Based Customer Service Operation

Second large acquisition for 2013 builds Wingspan’s presence as a leading services provider for the mortgage industry


Dallas, TX – September 20, 2013Wingspan Portfolio Advisors, a Dallas-based diversified mortgage services provider, has entered into an agreement with JPMorgan Chase to acquire a large-scale customer service operation in Monroe, Louisiana.

Wingspan President and CEO Steven Horne noted, “With this new addition, Wingspan expands its ability to respond to clients’ needs with superb customer service capabilities.  We are often called upon to scale quickly and effectively to help our clients as their priorities change, and this acquisition enables Wingspan to react to requests with significant speed and very high service quality.”

The Monroe operation handles a broad variety of customer service areas, including inbound and outbound calls and electronic communications involving a full range of financial services. 

“We are very fortunate to be building our staff with these exceptional professionals,” said Jason Spooner, Wingspan’s executive vice president, servicing operations.  “With hundreds of years of solid experience among them, Wingspan can continue to expand and offer exceptional service to more clients than ever before. This fine addition to Wingspan’s growing organization takes us to new levels of high-touch, high-performance customer service.”

As part of the agreement, Wingspan will offer employment to approximately 400 Chase employees and has entered into a lease for the Monroe office building. The acquisition brings Wingspan to over 2,000 employees in locations across the country, with approximately 550,000 square feet of office space.  

This is the second acquisition of its type this year for Wingspan Portfolio Advisors.  In February of 2013, the company acquired the JPMorgan Chase servicing operation in Melbourne, Florida, retaining the 400-person staff there.  Wingspan now has locations in Dallas, Frisco, and Carrollton, Texas; Melbourne, Florida; Denver, Colorado; Monroe, Louisiana; and San Diego, California.


About Wingspan Portfolio Advisors

Founded in 2008, Wingspan Portfolio Advisors, LLC, is an award-winning, diversified mortgage services company, partnering with lenders, servicers, investors, mortgage insurers, attorneys and real estate agents throughout the U.S. With offices in Dallas, Frisco, and Carrollton, Texas; Melbourne, Florida; Denver, Colorado; Monroe, Louisiana; and San Diego, California, Wingspan’s team of experienced professionals provides a wide range of mortgage-related services. In addition, Wingspan was recently named #23 on the Inc. 500 list of fastest-growing private companies. For more information on Wingspan Portfolio Advisors, please visit www.WingspanPortfolioAdvisors.com.



Jim Hennessy, Strategic Vantage (858) 774-0201 JimHennessy@StrategicVantage.com

Mary McGarity, Strategic Vantage (203) 513-2721 MaryMcGarity@StrategicVantage.com