Expert in financial lending policies, retail and mortgage underwriting and in identifying root cause of issues in branch lending procedures. Skilled at problem-solving and relationship building with multiple parties to meet company lending guidelines. Collaborative examiner and skilled compliance and lending coach adept at identifying lending deficiencies and translating information into clear, understandable processes for branch teams. Enthusiastic leader who meets commitments with integrity.Areas of Expertise:Financial AnalysisTeam Training and DevelopmentOperational Policies and ProceduresCommunication and CollaborationCustomer SatisfactionKey Accomplishments:FINANCIAL ANALYSIS: Selected and reviewed retail, auto and mortgage loans to ensure compliance with underwriting company guidelines and adherence to Fair Lending policies and repayment risk.TEAM TRAINING & DEVELOPMENT: Identified compliance deficiencies and communicated additional training to avoid repeat audit findings, enhanced branch compliance skills through one-on-one coaching in policies and procedures.OPERATIONAL POLICIES & PROCEDURES: Directed and reviewed with field management for correct mitigation procedures of customer accounts. Branches staff within district were educated on correct mitigation procedures and reputational risk was maintained.
Listed skills include Management, Goal Oriented, Risk Management, Team Building, and 2 others.