Practice Expertise
Areas of Practice
- Commercial Finance
- Privacy & Data Security Law
Profile
Wendy Lee is a Shareholder in the Firm’s Seattle office, a member of the Commercial Finance practice group and Chair of the Fintech and AI Practice Group.
Awards and Honors
- Exceptional Women Alliance Awardee (2023)
- Representative for Fintech awarded USFN Associate Member of the Year Award (2022)
- USFN Member of the Year, the “Eddy” Award 2021
- DSnews Top 25 Women of Law (2021)
Professional Involvement
- Member, Mortgage Banker’s Association Data Protection Working Group
- Past Board Member, USFN, Past Secretary, Vice President of Board of USFN, 2015-2022
- Past Member, National Association of Professional Mortgage Women, 2004 -2005
Bar Admissions
- Washington
- Oregon
- Idaho
Areas of Practice
- Commercial Finance
- Privacy & Data Security Law
Professional Career
Significant Accomplishments
<ul><li>Closed $250M acquisition of technology platform</li><li>Negotiated major Fintech/Financial Institution AI partnership and executed go to market strategy</li><li>Managed multi-million dollar defense of third party witness in largest mortgage tech FTC anti-trust matter</li><li>Negotiate and closed mortgage SaaS MSAs valued at over $750m in TCV</li><li>Chartered AI Ethics Committee risk management framework for Fintech in Mortgage SaaS niche</li><li>Advisor on compliance strategy for adaptation to FTC Safeguard Rules</li><li>Selected and implemented AI Solution for commercial contract lifecycle management</li><li>Launched, modified and elevated Third Party Risk Management program for hyper growth Fintech tackling assignment and negotiation of over 100 transition services related technology contracts</li><li>Remediated Data Protection Agreement program for SaaS provider</li><li>Advisor on early stage Fintech startups on topics including M&A, product/market fit, funding, international scaling, and regulatory compliance in consumer financial and AI related governance</li><li>Legal advisor on value creation initiatives related to fintech product offerings</li></ul>
<ul><li>Closed $250M acquisition of technology platform</li><li>Negotiated major Fintech/Financial Institution AI partnership and executed go to market strategy</li><li>Managed multi-million dollar defense of third party witness in largest mortgage tech FTC anti-trust matter</li><li>Negotiate and closed mortgage SaaS MSAs valued at over $750m in TCV</li><li>Chartered AI Ethics Committee risk management framework for Fintech in Mortgage SaaS niche</li><li>Advisor on compliance strategy for adaptation to FTC Safeguard Rules</li><li>Selected and implemented AI Solution for commercial contract lifecycle management</li><li>Launched, modified and elevated Third Party Risk Management program for hyper growth Fintech tackling assignment and negotiation of over 100 transition services related technology contracts</li><li>Remediated Data Protection Agreement program for SaaS provider</li><li>Advisor on early stage Fintech startups on topics including M&A, product/market fit, funding, international scaling, and regulatory compliance in consumer financial and AI related governance</li><li>Legal advisor on value creation initiatives related to fintech product offerings</li></ul>
Articles
- Washington State Privacy Update: My Health My Data Act is Now Effective
- Washington State Court of Appeals Defines Acceleration and Reviews Statute of Limitations
- CFPB: Mortgage Servicing Rules Update: Stay the Court. Be Vigilant. Relief May be on the Way
- Foreclosure Trustees are Not Debt Collectors despite the CFPB’s Legal Opinion
- Washington: Two Important Judicial Decisions
- Key Foreclosure Provisions of the CFPB-Promulgated Changes to Servicing Rules
- Washington Foreclosure Law: Is Our State Ready For The Next Chapter In Real Estate Finance?
- The Regulatory Pendulum Swings Once Again
- Mirror Mirror on the Wall, Which Rules Offer the Greater Consumer Protection of All?
- CFPB’s New Servicing Rules Establish A National Standard for Foreclosure Practices
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