Amanda Mcnally Email and Phone Number
Amanda Mcnally work email
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Amanda Mcnally personal email
A former SVP turned independent consultant, nationally recognized for specializing in Fair Lending and UDAAP, who believes in shattering the stereotype that managing regulatory risk can be onerous, time-consuming, costly and detract from business revenue. I believe banks of all sizes can not only grow, but thrive and set themselves apart from their competition by foundationally having a robust compliance management program, that compliments and partners closely with the functional areas they support. I achieve this by ensuring that all front-line staff, middle management and senior-level executives have a solid baseline understanding of regulatory risk. I educate my business partners on why complying with federal regulations and laws will not only reduce litigation, regulatory and reputation risks but help maintain an organization that focuses on understanding and serving a customer's financial needs. I take time to thoroughly build relationships and grasp business initiatives and goals so that I am able to offer complimentary risk mitigation solutions.In addition to my compliance background, I also own a second business, Vacations by Coastal Haven, LLC. where I partner with short-term rental homeowners to create Direct Booking websites, logo and brand standards, targeted marketing and more. I am also a certified Short Term Rental Stylist and offer full short-term rental staging from design to installation.
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ContractorTreliant Jul 2023 - PresentWashington, Dc, Us -
ContractorSpinnaker Consulting Group Jun 2023 - PresentHenrico, Virginia, Us -
ContractorInvaluble People May 2023 - PresentDiverse consulting firm focusing on creating healthy workplaces.
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OwnerAlm Training And Consulting, Llc. Mar 2023 - PresentAmanda is the Owner and Consultant at ALM Training and Consulting, LLC. which provides UDAAP and Fair Lending subject matter expertise. She specializes in training, building UDAAP and Fair Lending Testing Programs as well as providing Fair and Responsible Banking subject matter expertise.- Create and review bank-wide and FaRB CMS programs- Perform Risk Assessments for both Fair Lending and UDAAP- Aid in exam preparations- Policy and Procedure review- Develop and Facilitate UDAAP and Fair Lending Training -
OwnerVacations By Coastal Haven, Llc. Aug 2022 - PresentYour property 'rental ready' without the work. Whether you are partnering with a Realtor, using Vrbo/Airbnb or dipping your toe in Direct Booking, we can set your property apart and help you make vacation rental ownership effortless! Certified as a Short Term Rental Stylist, we also offer design to install staging services.
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Faculty MemberAmerican Bankers Association Oct 2017 - PresentWashington, District Of Columbia, Us- Facilitates engaging and compelling training on UDAAP, ECOA, Fair Lending, and Managing Compliance training - Utilizes Adult Learning Theory to ensure the material is presented in an approach that makes it easily digestible and with a high retention rate -
Senior Vice President, Independent Testing And ValidationWells Fargo Jul 2018 - Mar 2023San Francisco, California, Us- SVP/Senior Manager of the UDAAP and Sales Practices Enterprise Testing Team for non-mortgage products including consumer and commercial lending and deposit products.- Build and executed UDAAP and Sales Practice control and outcome-based testing that quickly identified potential risks with precision and swift communication of testing results so the FLOD may begin the resolution of findings- Agile approach to testing methodology- Managed the Remediation Validation team for the Enterprise, focusing on Consumer Lending; responsible for ensuring remediations were completed as intended -
Vice President, Fair And Responsible Banking Compliance Manager - MortgageU.S. Bank Nov 2016 - Jul 2018- Responsible for developing the first line of defense Fair and Responsible Banking program supporting the entire mortgage lifecycle -Created a robust program that identified fair lending risk and partnered in a complimentary fashion with the second line- Ensured the accuracy of data and reported and engaged all key stakeholders regularly to discuss data trends, potential concerns, and corrective action as needed.
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Vice President, Fair And Responsible Lending Compliance ConsultantWells Fargo Nov 2012 - Nov 2016- Responsible for review of marketing, credit risk and pricing models to help identify potential Fair Lending risks for all consumer products within the bank- Review of marketing materials for both Fair Lending and UDAAP risks- Monitor Fair Lending and UDAAP complaint trends- Review disclosures and other customer facing documents for Fair Lending and UDAAP risk- Built call center scripts that mitigate Sales Practice risks
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Vice President, Compliance ManagerJpmorgan Chase & Co. May 2012 - Nov 2012New York, Ny, Us- Provide compliance oversight on marketing initiatives for auto and student loans- Developed a comprehensive program to review all marketing materials for direct and indirect auto loans from a compliance perspective -
Compliance ConsultantWells Fargo Sep 2008 - May 2012San Francisco, California, Us• Conduct compliance reviews that identify and assess regulatory risk for Auto Finance, Credit Card and Retail Services lines of business• Consultant on regulatory and reputation risk for the marketing and sales teams within Auto Finance• Developed and facilitated new hire and refresher compliance training courses to call center sales teams• Played key role in building a compliant sales process; trained sales team members on sales techniques that fulfilled regulatory requirements • Maintained a proactive approach to risk management -
Branch Manager 2Wells Fargo Jun 2005 - Sep 2008San Francisco, California, Us• Awarded highest honor of “Star Performer” -- top performing branch sales manager -- in 2006• Increased branch's net gain from $10 million to $60 million in under two years and achieved 269% of plan in 2006• Responsible for all branch operations including full-cycle recruiting, hiring and training• Involved in underwriting, processing and fulfillment of mortgage loans• Led by example through selling mortgages, loans and lines of credit with my team• Developed and facilitated eight-week new hire training program• Selected by senior management to join the divisional “Women in Business” group• Participated in the "District Manager Training Program" designed to educate top managers on the skills required to become successful District Managers• Developed and executed a district-wide assistant manager training program to aid in engaging, motivating and training assistant managers on a path to become managers• Ability to train team members on Question Based Selling and Needs Based Selling -
Assistant Manager/Credit ManagerWells Fargo Jan 2004 - Jun 2005San Francisco, California, Us• Sold a wide variety of consumer lending products including mortgages, lines of credit, auto loans and unsecured loans• Consistently led both the branch and district in mortgage production• Established the district’s “cash flow captainship” to assist with mortgage sales training• Gained extensive knowledge of training, hiring and recruiting through participating in hands-on branch manager training program• Perfected a needs-based sales approach
Amanda Mcnally Skills
Amanda Mcnally Education Details
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Rowan UniversityCommunication Studies
Frequently Asked Questions about Amanda Mcnally
What company does Amanda Mcnally work for?
Amanda Mcnally works for Treliant
What is Amanda Mcnally's role at the current company?
Amanda Mcnally's current role is UDAAP & Fair Banking Expert | Compliance Consultant, Educator and Speaker.
What is Amanda Mcnally's email address?
Amanda Mcnally's email address is am****@****rgo.com
What schools did Amanda Mcnally attend?
Amanda Mcnally attended Rowan University.
What are some of Amanda Mcnally's interests?
Amanda Mcnally has interest in Event Planning, Corporate Diversity Initiatives, Management Training, Sales Training.
What skills is Amanda Mcnally known for?
Amanda Mcnally has skills like Risk Management, Loans, Consumer Lending, Management, Leadership, Mortgage Lending, Credit, Sales Management, Sales, Financial Risk, Training, Operational Risk.
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