Larry Freed Email & Phone Number

San Jose, CA

- Serve as TIAA's primary relationship manager for high net worth and affluent clients.- Manage and develop an assigned book of business of client relationships (approximately 400) across TIAA's products and services while complying with all regulatory requirements.- Responsible for growing the book of business through identifying value-added products and.

- Interfaces with internal and external parties, including underwriter, analyst, closing attorney, Title Company, servicing and asset management personnel- Responsible for initial review of draft loan documents, verifying general business terms and verifying legal descriptions- Responsible for performing pre and post closing functions including managing.

• Establishing, reviewing and auditing of internal control systems. Testing and evaluating businesses processes, internal controls and financial system data.
• Conducts risk assessments of all business activities, departments or functional areas by required due dates. Develops risk management countermeasures with department managers.
• Prepares audit plans and understands the specific issues to be evaluated. Executes internal audits within established business process controls.
• Contract management, general and Electronic Industry Citizenship Coalition (EICC) compliance.
• Primary or secondary responsibility for audit of company’s current JSOX processes, assess whether controls are effective and development of new JSOX procedures. Interacts with personnel from various departments to.
• Interface with personnel from EBARA company headquarters in Japan to understand audit / controls / risk management / compliance requirements and adjust procedures or processes as required.

- Development of ongoing communications to multiple audiences including consumer, fleet, industry and Propel community members across integrated channels including POP, direct mail, web, social, search, database, gift card, brochure, partner, outdoor and event.- Create editorial calendars and manage the production of communications and collateral.