Julia Carlson

Julia Carlson Email and Phone Number

Compliance Manager @ Mission Lane
Duluth, MN, US
Julia Carlson's Location
Lake Elmo, Minnesota, United States, United States
Julia Carlson's Contact Details

Julia Carlson work email

Julia Carlson personal email

n/a

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About Julia Carlson

Julia Carlson is a Compliance Manager at Mission Lane. She possess expertise in leadership, customer service, process improvement, management, risk management and 18 more skills.

Julia Carlson's Current Company Details
Mission Lane

Mission Lane

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Compliance Manager
Duluth, MN, US
Website:
missionlane.com
Employees:
443
Julia Carlson Work Experience Details
  • Mission Lane
    Compliance Manager
    Mission Lane
    Duluth, Mn, Us
  • Wells Fargo
    Business Execution Senior Manager, Svp
    Wells Fargo Apr 2023 - Present
    Leading Operations and the Quality Control Program in the Currency Transaction Reporting Regulatory Group.
  • Wells Fargo
    Business Accountability Sr. Manager
    Wells Fargo Jan 2019 - May 2023
    Minneapolis, Minnesota, United States
    Head of Commercial Banking Risk Program Implementation, Commercial Banking Reputation Risk, and Environmental and Social Impact Management (ESIM)Manage team in Commercial Banking Conduct, Reputation, and Operational Risk Strategy & Transformation having overall responsibility for the business-level risk program design and execution. In addition, manage the Commercial Banking Reputation Risk and ESIM programs. Responsible for the program build, enhancement design, and implementation of Commercial Banking Conduct, Reputational, ESIM, and Operational Risk to meet company expectations. Responsible for the daily management of the Reputation Risk and ESIM programs, including collaborating with the Chief Risk Office to risk assess clients and provide monthly, quarterly, and annual reporting to senior leaders.Proactively identify and escalate potential issues, including escalating to Governance Committees, ensuring appropriate corrective action and, in several instances, leading to enterprise-wide program enhancements.
  • Wells Fargo
    Business Initiative Manager, Vp
    Wells Fargo Dec 2017 - May 2023
    Minneapolis, Mn
    Provided leadership as part of the Commercial Banking Conduct Risk Strategy and Transformation team responsible for development and implementation of a comprehensive, consistent, and effective sales practices risk program across Commercial Banking LOBs to meet external requirements and internal policies. In addition support the critical efforts to strengthen the sales practices culture as an integral element of the business model and practices.
  • Wells Fargo
    Business Risk And Control Sr. Manager, Svp
    Wells Fargo Mar 2019 - Jan 2022
    Minneapolis, Mn
  • Wells Fargo Insurance Services
    Operational Risk Manager, Vp
    Wells Fargo Insurance Services Apr 2016 - Dec 2017
    Minneapolis, Mn
    Manage the Compliance and Operational Risk Testing team supporting the Insurance Brokerage and Consulting (IBC) business. The team provides the Compliance and Operational Risk Review Standards function within IBC. Responsible for developing and performing risk-based review activities to evaluate the effectiveness of mitigating controls and assess compliance with applicable regulatory and internal policy requirements.
  • Wells Fargo Insurance Services
    Insurance Business Manager, Vp
    Wells Fargo Insurance Services Mar 2015 - Apr 2016
    Minneapolis, Mn
    Managed Quality Assurance team located in Minneapolis and Manila, Philippines that support the quality assurance (QA) program for three Third Party Service Providers (3PSP), and six Wells Fargo Insurance lines of business. Managed the Workforce Management (WFM) team that support two lines of business at Wells Fargo Insurance.
  • Wells Fargo
    Quality Assurance Manager, Vp
    Wells Fargo May 2011 - Mar 2015
    Built centralized Quality Assurance (QA) department to support seven different lines of business within Wells Fargo Insurance. Collaborated with Line of Business Managers, Learning and Development, Compliance, Product Managers, and Relationship Managers to develop a highly effective QA program. This team is a key part of a plan to reduce risk to the company and customers. Developed a comprehensive program and created a sustainable process for reporting. This work was validated as part of an independent validation and audit process.
  • Wells Fargo Home Mortgage
    Customer Service Manager
    Wells Fargo Home Mortgage Sep 2009 - May 2011
    Oversaw Customer Service team and collaborated with other site leaders to consistently improve customer satisfaction over 18 months.
  • Wells Fargo Home Mortgage
    Manager, Escrow Department
    Wells Fargo Home Mortgage Aug 2008 - Sep 2009
    Managed staff of 15 analysts, loan specialists, and work directors, included hiring and performance review. Balanced workload of five processes across four teams in two different sites. Created and implemented workflow and communication process for the department to enhance efficiency and production. Increased production volume while decreasing staff through attrition
  • Wells Fargo Home Mortgage
    Supervisor
    Wells Fargo Home Mortgage Apr 2000 - Aug 2008
    Managed a diverse staff of 21 customer service representatives (CSR), senior representatives, operation clerks, and quality analysts. Balanced the workload and tasks to meet business needs, including incoming calls and offline research. Developed nonstandard schedules to maximize efficiency and meet service levels.
  • Wells Fargo Home Mortgage
    Quality Analyst
    Wells Fargo Home Mortgage Jul 2001 - Sep 2002

Julia Carlson Skills

Leadership Customer Service Process Improvement Management Risk Management Banking Time Management Insurance Call Centers Quality Assurance Business Analysis Team Leadership Loans Credit Financial Analysis Coaching Business Process Improvement Change Management Vendor Management Cross Functional Team Leadership Life Insurance License Property And Casualty Insurance License Accident And Health Insurance License

Julia Carlson Education Details

Frequently Asked Questions about Julia Carlson

What company does Julia Carlson work for?

Julia Carlson works for Mission Lane

What is Julia Carlson's role at the current company?

Julia Carlson's current role is Compliance Manager.

What is Julia Carlson's email address?

Julia Carlson's email address is ju****@****rgo.com

What is Julia Carlson's direct phone number?

Julia Carlson's direct phone number is +1 312 423*****

What schools did Julia Carlson attend?

Julia Carlson attended University Of Minnesota-Duluth, Cotton High School.

What skills is Julia Carlson known for?

Julia Carlson has skills like Leadership, Customer Service, Process Improvement, Management, Risk Management, Banking, Time Management, Insurance, Call Centers, Quality Assurance, Business Analysis, Team Leadership.

Who are Julia Carlson's colleagues?

Julia Carlson's colleagues are Kaylee Bryant, Wade Williams, Halley Smajkan, Moises Quintanilla, Jeffrey B., Thomas White, Prigozhin Evgenii.

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