Dan Walter brings focused experience, process understanding and extensive industry expertise. And now he’s made it practical for you to lease the same tools that the largest banks have had for years for managing their own loan portfolios.
For over 30 years, Dan Walter has been involved with start-ups through community banks and multinationals. As manager of bank joint ventures, he was responsible for all aspects of a diverse residential AD&C portfolio, including accounting, reporting, loan administration, participations, and portfolio risk management. Credits spanned single family and multi-family residential, apartments, shopping centers, offices, a mixed use $260 million CBD complex, and a five square mile residential development.
Mr. Walter managed bank joint ventures that had limited capital and narrow interest margins. To achieve the best return on the portfolio and the highest efficiencies while managing risk, he oversaw the process end-to-end with passIT's predecessor. With this tool he generated significant and consistent returns for his partner banks and met or exceeded Regulatory and independent auditor requirements for over a decade.
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