Josh Eason Email & Phone Number

Charlotte, NC, US

San Francisco, California, US

Facilitate Risk and Control Self Assessment (RCSA) activities with stakeholders across multiple business lines to identify all risk-generating activities, assess inherent impact, coordinate with Operational Risk to align to high level Risk Events to the Taxonomy and work to scope any existing controls or gaps to present and defend to a risk oversight.

Washington, D.C., US

Assisted in executing key functions involved in facilitating strict compliance with Rules of Professional Responsibility across law firm acquisition, and client-related matters. Conducted in-depth analysis and check to ensure the representation of clients was in line with professional and legal rules. Examined cases, parties of cases/matters, adverse.

Washington, DC, US

Collaborated with client bank’s designated legal and Corporate Communications senior leaders to assess customer harm, reputational impact, and regulatory oversight implications while carefully disseminating highly sensitive real time updates and navigating on-going changes to ensure regulatory notice requirements are satisfied in consideration of.

Winter Haven, Florida, US

Analyzed and ensured conformance with regulations, policies, and best practices across loan portfolios such as ECOA, FDCPA, FCRA, and RESPA. Addressed and responded to insurance department objections across product filings. Prevented legal fines by preparing regulatory reports, ensuring adherence to state requirements, and re-drafting policy texts and.

Mitigated financial, contractual, and regulatory risks and expanded housing-product offerings by partnering with housing finance agencies and community banks. Overhauled delivery requirements and expectations for risk grading across the initial application stage that curtailed the onboarding and approval time for new lenders by 42 days. Led negotiations.

Fort Mill, SC, US

Liaised with potential investors to communicate the company's financial and operational status through informative presentation material. Significantly reduced loan submission time, and integrated a standardized onboarding deck to increase sales by 346%. Developed easy-to-use product guidelines for the loan program and nationwide subordinate financing.

Charlotte, NC, US

Assessed cases for homebuyers and existing homeowners to formulate recommendations, as well as provide options tailored to clients’ objectives and creditworthiness concerns. Ensured 88% loan conversion rate in the initial rate lock period.

Communicated with clients to gather information surrounding auto accidents, social security disability, workers’ compensation claims, and medical malpractice to schedule appointments. Increased business reach by writing 8 audience-focused blog posts with search-engine-optimized content. Reduced the time spent on prospective appointments by maintaining a.

Drafted bench memos, verified jurisdiction, submited motions to modify child support obligations, temporary protective orders, and worked with DWI and Drug Courts staffings and hearings.

St Louis, Missouri, US

Convert company provided leads (generated by the company and other sources) into personal appointments with the potential customers. Collects and analyzes clients' financial information. Compares and evaluates possible financial products, develops solutions, and decides which to recommend to customers to best meet their needs and financial circumstances..

Handle all details associated with the Insurance Careers Day, including: contacting and inviting firms; making hotel arrangements; coordinating interview schedules with Career Planning and Placement Office; coordinating details of Careers Day reception; making payments out of Careers Day bank account; make announcements in classes.

Bba, Risk Management And Insurance

Juris Doctorate, Law

Abj, Broadcast Journalism

Bachelor Of Arts In Journalism, Broadcast News

Doctor Of Law - Jd, Law

Doctor Of Law - Jd, Law