Michael Macierowski Email & Phone Number

Greater Boston

• Develops and executes regulatory compliance monitoring of all loan originations, servicing, and collections activities (TILA, ECOA, UDAAP, FCRA), for sales finance account portfolio of $1B+, with operations spanning 28.
• Retrieves and analyzes loan and operational data from relational database (Oracle SQL Developer, MS SQL Server) to identify areas of operational risk, glean portfolio performance trends, and highlight opportunities for.
• Oversees, drafts, and submits quarterly finding/recommendation reports to Board of Directors, summarizing internal monitoring reviews
• Collaborates with external stakeholders, 3rd party auditors, state regulators in assessing and revising organization’s compliance management system
• Applies for, maintains, and renews primary and ancillary business licenses/registrations (NMLS, CFPB, OFAC, State divisions of banks)
• Coordinates with CEO, CFO, General Counsel, in portfolio securitization activities, establishing and obtaining licensure for subsidiary LLCs and statutory trusts

Wilmington, Massachusetts

• Oversees and reviews client accounts within Sales Tax Services product line
• Analyzes client data, and conducts QA review for monthly, quarterly, and annual tax returns, in compliance with tax regulations governed by each state
• Collaborates cross-departmentally with Data Management, Customer Success, Professional Services, Notice Analysis, and IT, to optimize processes and ensure individual client goals are achieved
• Employs Microsoft Excel to generate client reports and analyze tax liability, balance returns, and parse raw tax data
• Facilitates proactive client strategy and communication through Salesforce CRM platform, including registration/filing requirements, and data security protocols

Boston, Massachusetts

• Developed and maintained effective relationships with 200+ clients, the firm, medical record providers, Social Security Administration staff, and administrative law judges
• Maintained Prevail case management database to compile and analyze client data and likelihood of success
• Worked closely with all departments, including attorneys, finance, intake, senior management, and firm partners
• Trained and provided mentorship to over 30 junior and mid-level case managers over a 2 year period
• Analyzed client fee agreements and case briefs to assure compliance with Code of Federal Regulations
• Employed Microsoft Excel (VLOOKUP and Pivot Tables) to document and report on annual budgets up to $20k, relating to clients, attorneys, and travel reimbursements

Durham, New Hampshire

• Organized risk reduction seminar using organization’s best practices, and presented findings with UNH & Durham Police for 100+ attendees
• Developed recruitment campaigns increasing membership by 115%

Law

Education record

Bachelor Of Arts (B.A.), History

Activities and Societies: Sigma Nu Fraternity

Education record

Activities and Societies: Senior Concert Band, BLS Big Band, BLS Theater Company