Heather Parrott Email & Phone Number

Tampa, Florida

Tampa/St. Petersburg, Florida Area

• Engage appropriate business owners of test notification via scope meetings, setting expectations and deliverables which creates clear and open communication with business partners
• Assist business owners with deadlines, proofreading, offering recommendations to meet upcoming exam needs thus maintaining strong internal relationships
• Coordinate and organize control walkthroughs, testing scripts and sampling. Catalog and maintain test records with official bank responses. Notify internal partners of potential gaps for action plan development
• Accurately review and analyze data sent by business owners to meet needs of testing scope while providing constructive feedback and proper escalation if needs and/or deadlines are not met

Tampa/St. Petersburg, Florida Area

• Assist in various regulatory examinations for internal audit, state prudential regulators, and federal regulators
• Coordinate and prepare business partners and senior management by researching prior exam deficiencies, findings, and open action plans to address upcoming external/internal/regulatory exams
• Responsible for exam scheduling, requesting relevant materials/data procurement from multiple business partners, logistics coordination for onsite exams, and management communication
• Facilitate internal/external meetings throughout exams with senior management and business partners to review controls and identify risks for potential deficiencies within processes and provide recommendations
• Validate and analyze information submitted from business partners to identify potential gaps/deficiencies and escalate to senior management for action plan strategy

Wesley Chapel, Florida

• Supervised and trained all branch staff in compliance program requirements set forth by internal controls, state regulatory rules, and federal consumer finance laws. (Truth in Lending, Fair Lending, Home Mortgage.
• Responsible for the daily activities of three direct report’s team building, coaching, and referrals to other lines of business
• Accept, process, and close all branch lending needs for Consumer and Real Estate loans under federal and state regulatory guidelines
• Conduct sales and operational meetings to obtain branch goals
• Demonstrate leadership and assist Branch Manager with Human Resource issues for branch
• Trainer for new hires in policies, procedures, and branch controls for senior management

Sarasota, Florida Area

• Open and close new accounts, call on existing clients to expand relationships, process all consumer and real estate loans, and partner with Branch Manager to achieve branch goals
• Assist in training new employees hired for surrounding area
• Work and clear Loan Exception List for Regional Sales Manager’s market area

Sarasota, Florida Area

• Manage large office with five Customer Service Representatives and three in-direct sales associates
• Conduct monthly operational meetings to obtain branch goals
• Act on behalf of the Branch Manager in their absence and resolve customer service issues
• Manage the financial operations of auditing, ordering of supplies, scheduling, and terminating of associates

Hillsborough And Manatee Counties, Florida

• Manage 15 Customer Service Representatives in seven financial centers
• Responsible for coaching, sales referrals, and coordination regulatory training for all CSR's in each location
• Responsible for conducting the monthly, quarterly, and annual internal audits for all seven financial centers
• Assist Managers with hiring, terminating, and scheduling for associates in all seven locations
• Fill in for 13 financial centers when necessary for sales roles or Branch Manager vacancies in addition to my seven locations

Ellenton, Florida

• Manage customer service area in an efficient and effective manner
• Schedule, supervise, and guide a staff of five in development training plans, evaluations, and branch sales goals
• Responsible for Hiring, terminating, and regulatory training of associates

Diploma

Activities and Societies: National Honor Society

Diploma

Activities and Societies: National Honor Society