Manage the end-to-end process for regulatory exam and non-exam engagements Prepare business partners and key stakeholders for regulatory interactions Communicate directly with senior Chase leadership and regulators Ensure on-site regulators have appropriate access to Chase resources (e.g., facilities, system access, etc.) Coordinate stakeholder responses to information requests from regulators Provide central tracking for stakeholder responsibilities, information requests and regulatory meetings Gather and analyze information, identify and escalate potential regulatory risks and recommend solutions Lead regulatory engagement discussions with the lines of business and key stakeholders Perform quality assurance on responses for readability, completeness, accuracy and compliance with regulatory requirements and Chase policy prior to submitting response to regulators Manage multiple workstreams across CCB lines and cross lines of business

Provided monitoring services to various CCB lines and cross lines of business Analyzed federal and state laws and regulations impacting the various CCB lines of business Identified, analyzed and tracked case law impacting the various CCB lines of business  Evaluated the weekly Legal Updates Report for distribution  Ensured documents and projects complied with Chase policy

Provided advanced knowledge on tax regulations to the various CCB lines of business Enforced Corporate Tax guidance on information reporting and withholding regulations Analyzed proposed and enacted tax legislation impacting the various CCB lines of business  Analyzed data, identified root causes and escalated those operational gaps for an impact assessment Communicated results of risk assessments to CCB Tax Governance Forum, which provides oversight to help ensure accurate, timely and complete tax information to agencies (e.g., IRS) and customers  Recommended solutions to business and developed procedures to resolve operational gaps  Identified and escalated operational gaps for an impact assessment Provided tax language for various Chase communication Served as a resource to lines of business on escalated issues

Provide legal support to the Executive Offices and managed risk to Chase Reviewed complaints and advised on numerous pre-litigation matters including the Servicemembers Civil Relief Act (SCRA), flood issues, fraud, unfair, deceptive, or abusive acts or practices (UDAAP), and wrongful foreclosure Analyzed risk to identify trends, process breaks and collaborate with the business to mitigate and remediate risk Assisted in the resolution of customer complaints received in state Attorneys General offices, congressional offices, the CFPB, the OCC, and other agencies Collaborated with management and staff attorneys to create procedures for daily workflow Identified and tracked risk issues to the firm and escalate those issues to the line of business for resolution Researched and managed complaints received from CCB General Counsel and report the resolution of those cases to senior management Captured and maintained complaint data to report activity to senior Legal leadership Managed reputation risk process on escalated issues

Perform legislative duties relating to Elections and Business Services Conducted legal research projects for constituents and members of the Ohio General Assembly Drafted briefs and memorandums outlining policy and write letters of support to members of Congress on behalf of the Secretary within 48-hours or less Served as a liaison between state legislators and the offices of the Governor, Attorney General, and Treasurer Tracked interpreted Federal and state legislation pertinent to elections reform and business services Designed signage that would eliminate confusion and alleviate congestion at polling locations

Summer clerkship after first year of law school Performed legal research and drafted briefs for partners and associates in various legal groups, including bankruptcy, corporate, commercial, and labor and employment Worked with partner in corporate group and prepared closing checklist for reverse triangular merger Drafted portion of brief approved by head of litigation group that was used in international litigation Proofread attorneys’ briefs and memorandums

Responsible for balance sheet, income statement, profit and loss, and managing all lines of business, including commercial and consumer loans, investments, and mortgage loans Inherited balance sheet of $10 million, maintained, and grew to approximately $15.5 million in three quarters. Managed commercial loan process by establishing relationship, determining business needs, and structuring loans accordingly Facilitated wealth management planning and wealth transfer for current and potential clients Performed quarterly and annual audits to ensure in compliance with Fifth Third policy

Responsible for developing leads and working with lending institutions and business partners to close loans in a timely manner Presided over closing meetings, explaining contract documents and terms of transaction Coordinated one-point contact for loan application, processing, closing, and funding with applicants, mortgage firm, investor, title agency, and real estate agents. Analyzed information on mortgage loan documents to determine if buyer, property, and loan conditions met government and company standards