Responsible for developing and implementing the Enterprise Data Management program for First Citizens Bank. This includes ensuring that the data resources completely support the regulatory and business goals of the organization as well as leading the development and maintenance of the Enterprise Data Mart, Data Governance, Data Quality, and Data Reporting.• Leads the Data Governance function with direct responsibility over setting policies, standards, and expectations• Ensures appropriate councils, programs, and communications are established, continually improved, and maintained• Develops, implements, and provides oversight of the data issues management process• Drives education and awareness of data management through the organization• Maintains regulatory relationships for areas of responsibility• Formulate techniques for quality data collection to ensure standardization, accuracy, and legitimacy of data• Leads a team of data scientists to provide strong business partnerships with business owners to ensure forward-thinking understanding of data uses and consumption

Responsible for leadership, management, and administration of the Central Loan Operations Division for First Citizens Bank, which includes 130+ associates and services all Retail, Business, and Commercial loans. Central Loan Operations functions include: loan document preparation, life of loan servicing/accounting, imaging, loan records, staffing, systems oversight, vendor management, budgeting, coordination of audits (internal, external, and regulatory) as well as any related projects and initiatives – ensuring appropriate prioritization, implementation, and education to support newly developed business or processes. Strategies must ensure that FCB maintains strict compliance with regulatory requirements, associate, and customer needs.• Developed a scorecard that measured all production areas for the division as a function of cost• Reduced the cost to board a loan by 32% and the cost to service a loan by 26% for 2016 as compared to 2015• Managed $10 million annual budget; under budget every year• Served as business lead for loan transformation project – converted 3 legacy loan accounting systems to ALS• Successfully converted loans to FCB loan accounting systems(s) for various acquisitions, the largest which also included developing a business case that resulted in increase of 25 additional FTE (13 less than the combined organizations despite significant additional centralized functions) and consolidating loan vaults• Oversaw various initiatives to ensure regulatory compliance (BW Flood Escrow, Military Lending Act, 1098 reporting, Mortgage Reform, RESPA/TILA, etc.)• Oversaw various efficiency initiatives (Reorganized CLO, Fixed Rate HELOCs, automated bill pay, straight through auto-booking for indirect loans, outsourcing loan payment lockbox, HELOC pricing enhancements, ALS upgrade, BOSS upgrade, etc.)

First Citizens Bank purchased the assets of six failed institutions through the FDIC in FL, CA, CO, and WA. At the time of each failure, these institutions combined had almost 12,000 loans totaling almost $6 billion. With each of these acquisitions, FCB entered into a Shared-Loss Agreement with the FDIC through 6 different Purchase and Assumption Agreements. These agreements effectively established a partnership between the FDIC and FCB whereby losses on these assets were shared for a period of time based on a negotiated percentage. • Developed and implemented a program for First Citizens Bank to ensure compliance with the various Shared-Loss agreements, including accurate reporting and effective administration of the acquired assets (including substantial gathering, recordkeeping, reconciliation, analysis, and monitoring to ensure compliance with the quarterly certificate filing process)• Developed a process to complete and file 11 certificates within 30 days of each quarter end, including a comprehensive tie-out packet, that reconciled all of the certificates and supporting schedules back to the corresponding GL accounts and loan systems that support all reported transactions• Maintained regulatory relationships for areas of responsibility• Served as business lead for the development and maintenance of an internally developed database, which was utilized to aggregate and store all required data as well as to create the required certificates and supporting schedules• Responsible for assisting the Internal Auditors, External Auditors, and FDIC Compliance Auditors with annual certificate reviews and developing action plans to address any issues noted and finally to ensure enhancements were implemented

• Managed an audit portfolio of approximately 13,000 hours, with direct responsibility over Finance, Compliance, and Lending Operations• Interacted with senior management to identify and manage global business risks• Participated in the annual risk assessment and audit plan process by gathering, integrating, analyzing, and consolidating information and developing priorities• Oversaw the successful and high quality execution of the audit plan by simultaneously managing multiple engagements with integrated audit teams of 3 – 6 associates• Ensured audit programs provided sufficient audit evidence to conclude on the design and effectiveness of the system of internal control, compliance with applicable laws, regulations, and policies• Negotiated sensitive issues between multiple areas that impacted the direction of the entire organization• Provided guidance and education of professional auditors in audit techniques and work paper standards through established work performance standards, on-the-job training, and professional training as needed

• Planned and supervised internal audit engagements over Finance, Compliance, and Lending Operations• Prepared internal audit reports for engagements• Led the successful and high quality execution of assigned audits plan by managing engagements with integrated audit teams of 3 – 6 associates• Ensured audit programs provided sufficient audit evidence to conclude on the design and effectiveness of the system of internal control, compliance with applicable laws, regulations, and policies• Negotiated sensitive issues that impact the direction of the entities being reviewed• Provided guidance and education of professional auditors in audit techniques and work paper standards through established work performance standards, on-the-job training, and professional training as needed

• Planned and supervised audit, review, and compilation engagements for various clients including manufacturing, distribution, construction, non-profits, technology startups, and employee benefit plans• Researched and resolved technical accounting and auditing issues• Prepared financial statements for consolidated and single-entity institutions• Member of expert teams for Manufacturing and Distribution and for Employee Benefit Plans

• Assisted seniors and managers in preparing financial statements for consolidated and single-entity companies• Provided feedback to senior associates and senior management regarding audit status and findings• Client industry experience included restaurant, energy, technology, and non-profits