● Conduct compliance, safety and soundness examinations of depository and non-depository financial institutions, by completing a review of financial statements, financial metrics, and adopted policies and procedures.● Moderate management meetings, to discuss examination scope, process, identified compliance violations, and recommendations. ● Assess compliance by interpreting state statutes and federal laws and regulations.● Analyze the level and trend of financial metrics, and provide a conclusion on the strength of the financial condition of an organization. Utilize historic financials, current financials, and peer group performance for analysis.● Review, analyze, and communicate key financial metrics, related to earnings, capital, asset quality, asset/liability management and interest rate risk, as well as corresponding regulatory metrics to identify emerging risks within an institution and determine adherence to regulatory requirements. ● Review investment portfolios and assess the quality, diversity, and maturity of the portfolio. Review policies and procedures to analyze adequacy of investment process. ● Analyze and communicate consumer and commercial underwriting process adequacy. Determine if credit risk is properly mitigated, in relation to the organizations balance sheet.

• Provided investment performance analysis support to consultants and clients across broad asset classes at the market and regional levels in a time sensitive manner.• Prepared comprehensive monthly and quarterly reports focused on fund performance and manager attribution analysis for Taft Hartley and public fund clients totaling $13 billion in assets• Consolidated portfolio performance for alternative and traditional asset investments on a monthly basis for clients using the Modified Dietz methodology while comparing investment returns to provided time weighted return and internal rate of return calculations. • Created quarterly performance reports for Defined Contribution Plans using Morningstar Direct by tracking fund cash flows and mutual fund returns.• Communicated with custodian banks and investment managers on a daily basis to confirm fund monthly and trailing performance values, and fund transactions.

I helped individuals and their families create an efficient comprehensive strategy for their present and future financial goals with the implementation of insurance instruments as well as with the adoption of savings/investment plans.

Retail Banking