Functional Skills
Project Management
Financial Modeling
Communications
Regulatory Compliance
Software Skills
Microsoft Excel
Microsoft Word
Certifications
PgMPProgram Management Professional
Sector Experience
Consumer Goods
Financial Services
Experience
JCW Consulting
Finance
Consultant
1/2020 - 10/2022
Duties: Serve as member to the UDAAP Team with USAA to build and administer an effective UDAAP Program for the bank. Specifically working on Third Party Relationships and assisting/developing the UDAAP monitoring program. Certified Fiduciary Investment Risk Specialist Commissioned Senior Bank Examiner
Bank OZK
Finance
Deputy Chief Compliance Officer
11/2018 - 12/2019
Duties: Served as Deputy Chief Compliance Officer by supervising staff of eleven. Also, created policies, procedures, training, and job aides to help administer a complex Compliance Management System. Served as a subject matter expert with all banking regulations including, but not limited to: Fair Lending, CRA, Third Party Risk Management, UDAAP, Third Party Risk Management, Truth In Savings, Truth In Lending, Fair Debt Collection.
Federal Deposit Insurance Corporation
Finance
Supervisory Examiner
9/2007 - 11/2018
Duties: In my capacity at the FDIC, I served in many roles. I earned my Compliance Commission at the FDIC in October 2009 and thereby served as Examiner In Charge of banks consisting of various sizes. I have an in-depth knowledge of all alphabet Regs in addition to Fair Lending, CRA, UDAAP, Fair Debt Collection, Third Party Risk Management, etc. Due to my success as a Commissioned Examiner, I was promoted in 2011 to Supervisory Examiner where I consistently proved my ability to plan, coordinate, and execute regional management meetings for both internal and external participants. I participated in numerous conferences, forums, and meetings with Regional Staff. I have communicated directly with the highest levels of management inside and outside of the FDIC. I consistently research and suggest solutions to technical and procedural problems involving bank supervision activities. On numerous occasions, I have independently planned, designed, and carried out programs, projects, studies, an