● Effected management oversight of compliance risks by managing enterprise issues management processes, ensuring remediation plans were concise, timely, and reported on regular basis ● Facilitated the annual regulatory compliance risk assessment, enhanced methodology, and developed reporting on 30+ federal regulations (SCRA, TILA, FDCPA, etc.) across all product lines across the enterprise ● Coordinated bank readiness assessment against over 60 sources of regulatory guidance (FFIEC, OCC, CFPB, FRB) in support of bank charter efforts ● Conducted gap assessment of Compliance Third Party Vendor Management Program against regulatory guidance; created procedure for vendor due diligence process ● Supported rollout of enterprise GRC tool through conducting UAT on and developing reporting processes for regulatory change management, risk assessment, and KRI and risk updates ● Coordinated refresh of compliance risk appetite KRIs, which included proposing metrics, identifying data sources, setting escalation thresholds, and developing data collection and reporting process ● Created process for Compliance review of first line procedure updates; including tracking of business requests, bank-partner notification for customer facing materials, and internal escalation ● Coordinated standing up of Compliance Committee; reviewed enterprise policies for reporting requirements, drafted committee charter, and created a committee calendar

Helped build out front line policy and procedure for operations department in a number of department verticalsHelped manage complaints process, evaluating and implementing various process improvementsDrove multiple Monitoring and Testing initiatives (MLA, SCRA, EFTA, Complaints, etc.) from planning stage through test reportProvided initial optics on internal Third Party Oversight requests, from internal exams and relationship managers to external requests.Managed relationship between BAI (training org) and Lendup; actively monitoring a training matrix to evaluate courses needed by different departmentsWorked directly on several small teams to evaluate business approach and needs for various state requested and federal exams

Co-managing oversight for our Customer Insights (CI) team (over 60 agents total) across two different productsReview calls and emails for internal policy and procedure errors as well as compliance/UDAAP violationsDeveloped the current system for scoring calls and emails (includes checklists, scorecards, scoreforms, scoring scales, etc.) for all active Customer Insights departmentsAnalyze UDAAP, TILA, and other lender influencing laws for any potential issues that may arise during customer interactionsReviews active complaints that get escalated through the CI resolution team and file them into variable tiers based on risk assessmentWork directly with our BUCO team to analyze further escalated complaints for potential UDAAP or variable legal infractions that may have occurred through a user's interaction with our site or CI teamReview on a monthly basis (for all stake-holding department members) our complaints for specific User Experience issues that could lead to a better UX interaction

I handle critical account operations while helping to drive key business objectives. This requires close collaboration across the team and with management to meet and exceed our goals. Specific responsibilities include:Handling day-to-day account management issues for our customersUse innovation and collaboration to constantly raise the bar in account servicingHandle day-to-day account management issues for our newly established and returning customersEducate customers on LendUp products and how we can help themTake ownership of customer issues and follow through to resolutionWork closely with other team members & departments to share best practices for account servicingLearn and train new team members on federal and state compliance policies and how they apply to our productsConsistently update job knowledge by studying new product descriptionsHelp develop and train new hires across multiple offices nationwideCreate efficiencies that directly impact the scaling of the Customer Insights DepartmentVolunteering on behalf of Lendup, supporting the local communityAs of Q2 2016 I have spearheaded the growth and development of our Quality Assurance department for the Loans Operations Collections team. My responsibilities include:Directly monitoring compliance put in place by the CFPBImproving customer experience (in accordance with Lendup's commitment to spur financial health for our customers)Establishes best practices for the department and documents them for new hire/ongoing training Tracking and monitoring data trends amongst our team to mitigate and potential compliance violations or improve team performanceUse of excel/google sheets (including pivot tables, etc.)

I helped transform the local business landscape, influencing how people make buying decisions from finding a dentist to where they’re having dinner tonight. I was part of a fast-paced sales team that had an infectiously positive attitude and drive to win. Specific responsibilities and accomplishments included:Managing my own leads: utilize online and offline sources to cultivate new leads and develop/maintain your pipelineMade a high volume of daily outbound sales calls to business owners across all verticalsDrove the full sales cycle to attain new business: make introductory calls, assess business goals through qualifying, work with business owners in Yelp’s platform and advertising packages, and close the dealAchieved and consistently exceeded monthly sales goalsMastery of the top CRM program, Salesforce.com.Graduate of the Yelp Sales Development Program (YSDP), which provides a clear path for professional growth. This transparent program outlines what you need to be doing every day, month, and quarter to reach the next level. Increased compensation, title, and responsibilities will keep your career moving in the right direction.