Wendy Matlick Email & Phone Number

Portland, Or, Us

• Managed operations staff• Managed day-to-day activities for operations processes, such as courier service, wires, online banking, ACH, new accounts, and teller/cash handling.• Operations audit responsibilities, including branch operations, BSA, compliance, electronic banking, ACH, and safety and soundness audits• Adhered to, and complied with, applicable federal and state laws, regulations and guidance, including anti-money laundering (Bank Secrecy Act, US PATRIOT Act, OFAC). • Developed, implemented, and adhered to policies and procedures• Developed and performed risk assessments• Developed and implemented operations forms• Primary contact with auditors/examiners• Ensured compliance with bank and regulatory policies and procedures• Received satisfactory audits including positive feedback from auditors and examiners• Performed HR/payroll/timecard review and input responsibilities for non-exempt employees Management, Customer Service, Microsoft Office, Word and Excel, Compliance, Audit, Risk Management

• Planned and performed operational audits for 42 banking offices and client services, executing all audits within the scheduled timeframe• Prepared for audits by defining expectations, scope, and objectives• Performed audits based on the company’s audit standards and methodology and document audit results accordingly• Prepared audit findings report and presented audit findings to all levels of management• Maintained strong relationships with management• Administered audit status/follow up meetings as needed• Subject matter expert for banking offices and reviewer for policies and procedures changes and updates• Developed operations forms• Provided audit and policy and procedure training• Provided policies and procedures assistance to banking offices and banking office support group