-decreased board report prep time by streamlining and enhancing user-friendliness of excel files needed to calculate ALLL-updated, corrected and created finance training materials for auditor review -created 3 board approved policies to increase regulatory compliance in military lending, Reg DD, and Reg D. -conducted the following internal reviews: Reg F, Reg D/DD, and Fair Debt Collection Practices Act -worked with various staff members to enhance borrower’s loan application experience using basic JavaScript within Adobe Acrobat -special projects requiring legal research and basic document drafting -cap table maintenance for bank’s private holding company -assist with periodic shareholder correspondence -part of internal team tasked with developing bank’s CECL model

- Redesigned processes to increase team capacity by over 20 hours per week. - created processes & formalized written instructions for several company procedures.- spearheaded training and supervision of three remote employees: interviewing, training, work quality, work load. - Responsible for internal audit function: process creation, instructions, accuracy, operational efficiencies, meeting client deadlines.- On-boarded over 350 funds: SPVs, small VC funds, real estate funds , oil & gas funds.

Assist on-site with the following audits: CRA, Loan Servicing, Fair Lending, Loan Compliance, Construction Loan Review, Credit Review, and SAFE Act compliance review.Conduct marketing and advertising portions of audits to verify compliance with current regulatory guidelines. Perform statistical analysis and create complex Excel spreadsheets for fair lending, CRA, and other audits. Edit Audit Reports completed by Sr. Consultant to ensure reports are free of error and accurately reflect findings. Responsible for completing work papers detailing audit activities, procedures, reference documents, sampling methods and transactional testing.

graded assignments, managed class grades on university's I-learn program, conducted extensive research assigned by professor and created presentations of findings, other miscellaneous tasks as assigned.

- Typed Appraisal Reviews conducted for various Loan Officers, Board members and Executive Management.- Prepared Power Points and Business letters - Conducted online research for executive level analysis and reports- Provided assistance to CFO, CEO, President and Directors, made appointments and reservations, booked seminars and travel arrangements, coordinated board meetings with director’s schedules. - Scanned/ photocopied confidential documents and made deliveries on behalf of Executive Management. - Prepared board room for meetings.- Answered telephones on multiple phone lines- Miscellaneous errands on behalf of Executive Management

- Helped customers daily, balanced various GL accounts, checked signatures for Large Items, processed return items, prepared monthly and quarterly bancontrol certifications.- Familiar with Fiserv, Insight, and Director.