Steven Doyle Email & Phone Number

• Managed the compliance program working with internal and external auditors and regulators.
• Managed the vendor management program to ensure initial and annual due diligence.
• Maintained audit tracking report for findings, weaknesses noted and recommendations for improvement. Created plans and timelines with appropriate managers for corrective action.
• Presented directly to the Audit Committee the internal and compliance audit reports and updates on the audit tracker and open issues.
• Maintained and updated policies and procedures with appropriate managers to stay current with regulatory requirements and workflow process changes.
• Acted as a resource to management and all staff with operational compliance related questions or issues.

• Earned the Credit Union Compliance Expert (CUCE) certification from Credit Union National Association (CUNA).
• Served as supervisory lead for complex and cross functional audit engagements.
• Performed Operational, Supervisory/Audit Committee audit functions at financial institutions.
• Examined internal and regulatory compliance controls to identify control weaknesses and improvement opportunities.
• Prepared audit reports that identify audit issues and provided recommendation changes to Senior Management and Board of Directors.
• Audited streams of data including delinquencies, collections, charge-offs.

* Perform Supervisory/Audit Committee audit functions at Credit Unions.* Perform internal controls and regulatory compliance auditing.* Reviews Credit Union's policies and procedures and recommends changes to Management/Board of Directors.* Reviews loans for proper documentation including delinquencies, collections, charge-offs, and all phases or real.

Merged With Wipfli In August 2018

Promoted in July 2016 to Senior AssociateInternal Auditor - Credit Union Services

Macpage LLC believes in developing relationships, earning trust, addressing complex issues and making a difference. We enjoy the people we serve and care about the work we do providing a variety of traditional and specialty integrated accounting, consulting and tax services to clients throughout the Northeast and across the country. For more information.

Massachusetts

Managed daily banking center operations and supervision of branch staff.Track and manage sales through monitoring of daily activities and reports. Develop, communicate and execute action plans to close gaps between sales/service goals. Lead the center from the lobby interacting with customers, seeking to uncover needs, managed the center resources, provide.

Massachusetts

Co-managed day-to-day banking center operations. Led the sales and service process and tracked progress and results. Managed branch scheduling and performance of branch tellers and teller operation supervisor.

Massachusetts

Interacted with customers, built and preserved strong banking relationships. Cross-sold and up-sold bank products and services. Provided customer service using appropriate technology and software applications to complete daily operations.

Washington D.C. Metro Area

Planned and executed all Bank of America, Government Card Services training, sales & promotional conferences, special events and trade shows. Organized and oversaw conference logistics, pre-event service ordering, trade show events, exhibition booth design, event shipping, show contract negotiations and paperwork. Coordinated marketing materials.

Washington D.C. Metro Area

Massachusetts

Created and implemented all theater promotions for in-theater events and movies.Designed marketing plan for special projects. Promoted the theater at business trade shows and Chamber of Commerce events. Developed cross-promotional relationships with radio stations, newspapers and other area businesses.Organized fund-raisers for various organizations..

Master Of Arts Degree, Marketing Communications Advertising

Bachelor Of Science Degree, Marketing