Rick Davidson Email and Phone Number
Mortgage Technology Leader | Certified Encompass Admin & Developer | Director, Technology Division at matchbox LLC at
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matchbox LLC
Rick Davidson's Location
Huntersville, North Carolina, United States, United States
Rick Davidson's Contact Details
Rick Davidson work email
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Rick Davidson personal email
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Rick Davidson phone numbers
About Rick Davidson
* Ellie Mae Encompass360 Certified Administrator* Ellie Mae Encompass SDK Certified* IT professional with 18 years of mortgage operations experience.* Mortgage Compliance Professional * Development and Implementation of Paperless process throughout the Loan Life cycle.* Leader with broad mortgage operational experience.* Excellent written and verbal communication skills.* Detail oriented and deadline driven.* Adept Scripter and programming familiarity with VB & C#
Rick Davidson's Current Company Details
Matchbox Llc
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Mortgage Technology Leader | Certified Encompass Admin & Developer | Director, Technology Division at matchbox LLC
Rick Davidson Work Experience Details
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Director Technology DivisionMatchbox Llc Nov 2021 - PresentWoodbury, Ny, Us
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Ice Sr Systems EngineerSprout Mortgage Jul 2021 - Nov 2021East Meadow, New York, Us -
Director, Mortgage Platform ManagerUbs Jan 2019 - Jul 2021Zurich, Ch -
Director, Mortgage Los AdministratorUbs Feb 2017 - Jan 2019Zurich, Ch
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Manager - Encompass AdministratorFinance Of America Commercial Sep 2015 - Jan 2017New York, New York, Us• Designing and Implementing the commercial investment loan Workflow in Encompass for the single loan product including:• Custom Input Forms for commercial loan data which includes ASF data fields, closing loans in business Entities.• Custom Closing Output Documents with advanced formula driven mail merge coding and business rules that populate the appropriate Closing Package in the Print menu (Not using the Encompass Document Service (EDS)).• Using Business Rules to drive which Document Placeholders are needed for each loan type (Entity vs. Individual, Property types, Foreign Nationals, etc...)• Auto loan creation from Salesforce to Encompass.• Appraisal Document and Data (200+ fields) population in Encompass from the appraiser Collateral Management System (CMS) utilizing the Encompass Software Development kit.• Managing a team of 1 employee and 3 separate consultancy companies.• Pushing Releases from UAT/Development Environment to Production Environment as part of the Agile SDLC.• Onsite and Remote Release Training to our Fulfillment Vendor (Processing – Post Closing)• Designing a one to many lean relationship model in order to link loans together to push Documents and data from 1 loan file to multiple files for customers with up to 100 properties. Built the Document push custom input form with our SDK developer. -
Sr Advisory ConsultantEllie Mae Oct 2014 - Sep 2015Pleasanton, California, Us• Perform remote and/or on-site analysis of client’s business model, process and procedures while providing best practice advice on how to use Encompass more efficiently.• Perform remote and/or on-site custom work for clients such as input form creation, mail merge coding of output forms, advanced business rule creation using vb or vb.net, system settings changes, and paperless workflow.• Conduct remote and/or onsite implementation of Encompass to new clients and upgrades from Broker edition to Banker edition.• Training client’s admins on how to properly use the following: Encompass Document System, Encompass Compliance System (Mavent), Paperless workflow, Milestone workflows, templates, business rules, pipeline views/queues/reports, and all other administrative settings. -
Encompass Systems AdministratorRoundpoint Mortgage May 2014 - Aug 2014Fort Mill, Sc, Us* Encompass subject matter expert for all other administrators and business partners.* Serve as Mavent (Encompass Compliance Service) subject matter expert to the compliance department* Code, develop and test software enhancements, custom input forms & plug-ins.* Oversee the administrative functions of RMC's LOS systems in keeping with regulatory, agency and compliance requirements.* Debugging current system to correct errors in business rules and custom field calculations to improve system performance.* Regularly clone Production, UAT and Development servers to synchronize settings. -
Vp Of Compliance & Business SystemsAllen Tate Mortgage May 2012 - May 2014• Proactively monitor regulatory changes through policy and procedure implementation through training and manual updates.• Implementation of our Anti-Money Laundering policy.• Maintain Allen Tate Mortgage policy and procedure manuals for Compliance and Quality Control.• Responsible for all aspects of our HMDA, NMLS, NC, & SC quarterly and yearly regulatory reporting.• Responsible for all Quality Control, Fraud, and compliance tools (MCA, FraudGuard, & Mavent).• Responsible for the direction and day to day operations of the Mortgage IT department.• Primary Encompass360 Banker Edition Administrator.• Providing technology solutions for Compliance, Data Quality & Integrity, Operational workflows and best practices by developing Custom Forms with Audit features and Business Rules.
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Information Systems ManagerAllen Tate Mortgage May 2007 - May 2012• Deployed an automated reporting system to move data securely from our mortgage software to outside Secondary Marketing vendor, MIAC, daily.• Development and implementation of Paperless initiative which is saving the company 20k in courier and physical storage fees per year. Delivering 90% of closed loan packages to the investor and are imaging 100% of all loan files. • Researched and procured a new end to end mortgage software system. Ellie Mae’s Encompass360: Banker Edition• Numerous successful Encompass Version and hotfix release rollouts with minimal defects for both Hosted and Self hosted environments.• Analyze current process and procedures in all departments (Origination, Setup, Processing, Underwriting, Secondary, Closing, Post Closing, Servicing and Accounting) and implement best practices procedural changes without losing sight of the big picture. • Provide Technical software and hardware support for all Mortgage employees.• Developed a new hire training course for both loan originators and back office personnel.• Design Input Forms & custom field creation using custom calculations (Visual Basic & .NET), Pipeline view, Dashboard & Report Design within Encompass based on Departmental needs. • Provide updates and future mortgage technological strategies at Leadership monthly meetings.• Administrator for the network server, Encompass360 IIS server and mortgage websites.
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Information Systems ManagerAllen Tate Insurance Services Oct 2009 - Dec 2010• Resolve reporting and dirty data issues within our agency management software (Vertafore’s AMS360).• Responsible for maintaining the AMS360 system, monthly reporting and reconciliation of commission downloads & reports.• Provide strategic and tactical technological outlook and analysis during Insurance leadership meetings.• Partner with our carriers for software integration.• NetVU (Insurance Software) user group active member.
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Mortgage Operations ManagerHomeservices Lending 2005 - 2007• Manage direct staff and total mortgage operations (Setup, Processing, Closing, Funding, Post Closing & Warehouse functions).• Development and implementation of loan process tracking system within our Loan Origination Software (LOS software Contour’s The Loan Handler). Decreased processing turn times from 72 – 96 hours to 24 – 48 hours.• Creation of Microsoft Access reporting application to replace Contour’s The Loan Tracker and increase reporting efficiency. Decreased reporting time by 100% at minimal cost.• Assist with planning and setup of a low cost network for our LOS so that the loan officers in the field would have access to the same data as our fulfillment center. Information Technology setup the equipment and connections and I implemented the LOS portion. Handle security and maintenance for our LOS.• Manage all aspects of our Warehouse line. Warehouse Lenders includes HSBC, Countrywide, GMFS and Chase.• Broker loans with Wells Fargo, Ohio Savings Bank, Chase, World Savings Bank, & First Franklin.• Development and implementation of training program for all departments. Train and foster leadership for talented employees.• Profit/Loss responsibility for all departments.• Work closely with the Sales Manager to forecast volume and units for operations staffing needs.2 of 2• Responsible for Home Mortgage Disclosure Act (HMDA) reporting and Federal and State Compliance.• Delegated Underwriting Authority with Ohio Savings Bank. Expertise in conventional (FNMA/FHLMC) and government (FHA/VA) guidelines.• Excellent working relationship with United Guaranty underwriting manager.• Provide Operations consultation for strategic planning sessions with the President.
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Mortgage Operations ManagerProfessional Home Mortgage Lenders 2001 - 2007
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Mortgage Operations ManagerPrudential Carolinas Realty Sep 1998 - 2005Winston-Salem, Nc, Us• Manage direct staff and total mortgage operations (Setup, Processing, Closing, Funding, Post Closing & Warehouse functions).• Development and implementation of loan process tracking system within our Loan Origination Software (LOS software Contour’s The Loan Handler). Decreased processing turn times from 72 – 96 hours to 24 – 48 hours.• Creation of Microsoft Access reporting application to replace Contour’s The Loan Tracker and increase reporting efficiency. Decreased reporting time by 100% at minimal cost.• Assist with planning and setup of a low cost network for our LOS so that the loan officers in the field would have access to the same data as our fulfillment center. Information Technology setup the equipment and connections and I implemented the LOS portion. Handle security and maintenance for our LOS.• Manage all aspects of our Warehouse line. Warehouse Lenders includes HSBC, Countrywide, GMFS and Chase.• Broker loans with Wells Fargo, Ohio Savings Bank, Chase, World Savings Bank, & First Franklin.• Development and implementation of training program for all departments. Train and foster leadership for talented employees.• Profit/Loss responsibility for all departments.• Work closely with the Sales Manager to forecast volume and units for operations staffing needs.2 of 2• Responsible for Home Mortgage Disclosure Act (HMDA) reporting and Federal and State Compliance.• Delegated Underwriting Authority with Ohio Savings Bank. Expertise in conventional (FNMA/FHLMC) and government (FHA/VA) guidelines.• Excellent working relationship with United Guaranty underwriting manager.• Provide Operations consultation for strategic planning sessions with the President. -
Ap ClerkPrudential Carolinas Realty 1995 - 1997Winston-Salem, Nc, Us
Rick Davidson Skills
Mortgage Lending
Mortgage Banking
Residential Mortgages
Loans
Underwriting
Loan Origination
Training
Leadership
Automated Underwriting Systems
Credit
Microsoft Office
It Strategy
Mortgage Systems
Mortgage Compliance
Hardware Support
Fha
Hmda
Management
Active Directory
Strategy
Insurance
Warehouse Lending
Nmls
Refinance
Autoit
Agile Methodologies
Bomgar
Vb.net
Vbscript
Encompass360 Administrator
Encompass
Banking
C#
Javascript
Rick Davidson Education Details
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University Of North Carolina At CharlotteGeneral -
Coastal Carolina Community CollegeAccounting And Finance
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North Carolina State UniversityComputer Engineering
Frequently Asked Questions about Rick Davidson
What company does Rick Davidson work for?
Rick Davidson works for Matchbox Llc
What is Rick Davidson's role at the current company?
Rick Davidson's current role is Mortgage Technology Leader | Certified Encompass Admin & Developer | Director, Technology Division at matchbox LLC.
What is Rick Davidson's email address?
Rick Davidson's email address is ri****@****ate.com
What is Rick Davidson's direct phone number?
Rick Davidson's direct phone number is +170487*****
What schools did Rick Davidson attend?
Rick Davidson attended University Of North Carolina At Charlotte, Coastal Carolina Community College, North Carolina State University.
What skills is Rick Davidson known for?
Rick Davidson has skills like Mortgage Lending, Mortgage Banking, Residential Mortgages, Loans, Underwriting, Loan Origination, Training, Leadership, Automated Underwriting Systems, Credit, Microsoft Office, It Strategy.
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