Schedule

Schedule subject to change.

Note: Meeting rooms may change, so please refer to the on-site program for final locations

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Tuesday, March 26, 2019

  • Designing Technological Solutions: Compliance Workflow Automation in the Digital Mortgage Era

    Location: Reunion Ballroom C,
    Lobby Level


    Speaker(s)

    David Colwell, Executive Vice President, Lenderprice

    Leonard Ryan, Founder and President, QuestSoft

    Richard Lang, Vice President, Loan Advisors Strategy and Integration Single-Family Division, Freddie Mac

    John Levonick, Special Counsel, Financial Services Practice Group, Pepper Hamilton LLP

    Breakout Session,

    Designing Technological Solutions Track

    The digital mortgage has taken the lending industry by storm seemingly overnight. How can lenders adapt their compliance workflow to embrace the digital lending evolution while still maintaining a high level of quality and efficiency? This panel will look at compliance automation trends and provide insight into how lenders can leverage technology to bring compliance workflow into the digital mortgage era.

    Speaker(s)

    David Colwell, Executive Vice President, Lenderprice

    David Colwell, vice president of LendingQB strategy, is responsible for overall business direction/roadmap development, strategic client relationship management , vendor relations, complex solution formulation and LendingQB strategic guidance. He has consulted and worked in the mortgage banking industry for over 25 years and has extensive experience mortgage operations management, mergers and acquisitions, organizational management, project management and business development. Previously, David was an Executive Vice President at Loan-Score and Mortgage Cadence, CEO of a $1 billion Correspondent Mortgage Lender, and Director at a Big Four Consulting firm.

    Leonard Ryan, Founder and President, QuestSoft

    Leonard Ryan is the founder and president of QuestSoft Corporation. He has been associated with the mortgage industry for over 30 years and, for the past 23 years, being a major compliance software leader. He is a frequent speaker at mortgage software and regulatory compliance conferences.  Mr. Ryan has been named twice to Mortgage Professional America’s Hot 100 list of Mortgage superstars (2018 & 2016). In January, 2017, he received a Vanguard Award from Housing Wire Magazine. He also is recognized as a MBA Tech All-Star for his visionary work in the area of mortgage and lending compliance.  His company, QuestSoft, serves over 2,600 banks, credit unions and mortgage lenders and has received over 20 awards during the past four years including the top award for any vendor, the Lenders Choice award. Recently QuestSoft was named Top Innovator by Progress in Lending in recognition of its Compliance RELIEF software for its advanced availability to customers ahead of the recent HMDA changes. QuestSoft is currently rated the 10th best small business workplace to work in Orange County, CA and has been recognized as a top workplace in the region for five of the past six years.

    Richard Lang, Vice President, Loan Advisors Strategy and Integration Single-Family Division, Freddie Mac

    Rick Lang is the vice president of Freddie Mac Loan AdvisorSM Strategy and Integration in the Single-Family division. He and his team work with key internal and external business partners to drive alignment between the Loan Advisor product strategy and client needs. His team also works with lenders, as well as their supporting technology providers, to optimize both the technical and process integration of Loan Advisor within their respective operating environments.  Mr. Lang has over 15 years of senior management experience within the mortgage industry. Prior to joining Freddie Mac in 2014, he held a variety executive management positions with both Bank of America and Chase.

    John Levonick, Special Counsel, Financial Services Practice Group, Pepper Hamilton LLP

    ohn V. Levonick is special counsel in the Financial Services Practice Group of Pepper Hamilton LLP, resident in the New York office.  Mr. Levonick's practice focuses on consumer financial services regulatory compliance and technology. Specific areas include consumer lending asset origination, servicing, and asset purchase and sale transactions; and assisting creditors, servicers, investors, and service and technology providers with regulatory issues.  Mr. Levonick also supports financial institutions and technology service providers (FinTech and RegTech) with the regulatory compliance implications of emerging technology, such as blockchain technology, artificial intelligence, machine learning, cryptocurrencies and cloud computing.  Mr. Levonick assisted a member of the MIT Digital Currency Initiative (DCI) in the creation of a public paper on privacy-preserving analytics for the securitization market.

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