Dan Plank
Mortgage Technology Manager
10068 Newfound Gap, 48114, Brighton, US.About
Seasoned Mortgage Technology Manager with over 12 years of experience spearheading the implementation and optimization of complex mortgage technology solutions. Proven leader in transforming infrastructure by configuring advanced systems, modernizing reporting platforms, and enhancing loan-level accounting for improved insight. Leverages deep expertise in Encompass and Loan Vision to drive significant operational efficiencies, compliance, and strategic decision-making within financial services.
Work
Southfield, MI, US
Summary
Streamlined bank reconciliation processes, reducing discrepancies and improving operational efficiency within the accounting department.
Highlights
Streamlined bank reconciliation processes, significantly reducing discrepancies and improving overall operational efficiency.
Managed accounts payable and receivable with strong analytical and organizational skills, ensuring accurate financial records and 100% compliance with financial regulations.
Southfield, MI, US
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Summary
Led a team in the implementation and customization of Encompass, optimizing loan origination workflows and significantly reducing processing time for a leading financial institution.
Highlights
Designed and implemented complex business rules to automate compliance checks, improving data accuracy and substantially reducing manual errors within the loan origination process.
Developed interactive financial reporting dashboards that provided real-time insights, enhancing stakeholder decision-making and improving overall reporting efficiency by an estimated 20%.
Standardized documentation processes for financial and loan data, creating comprehensive templates and checklists that ensured 100% accuracy and consistency for regulatory filings.
Collaborated with third parties to integrate Encompass with critical APIs, enhancing data exchange efficiency and system interoperability while managing the Encompass help desk for timely support.
Built multiple schemas for Loan Vision mortgage accounting software, streamlining invoice processing, loan imports, and overall loan processing efficiency.
Southfield, MI, US
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Summary
Oversaw the strategic sale of closed loans to investors in the secondary market, optimizing loan pricing and managing risk.
Highlights
Developed and implemented robust lock policies and procedures, ensuring regulatory compliance and maintaining company profitability through effective risk management.
Cultivated and maintained strong relationships with a diverse portfolio of investors, securing optimal loan sales and maximizing revenue for the organization.
Successfully navigated complex pricing discussions with commissioned sales teams, balancing sales incentives with the strategic safeguarding of profit margins.
Skills
Mortgage Technology
Encompass (Advanced Configuration, Administration), Loan Origination Systems, Loan Vision (built on Microsoft Business Central), Optimal Blue, Polly, nCino.
Technical Skills
Business Rules Development, Workflow Automation, API Integration, Design Systems.
Collaboration
Cross-Functional Team Leadership, Developer Coordination, Stakeholder Engagement.
Tools
Microsoft Office Suite, Microsoft Power BI, Zendesk, Visual Basic.
Soft Skills
Project Management, Problem Solving, Communication, Self-Learning.