Experience

First Eagle FCU

• United States
• Financial Services
• 1 - 100 Employee

• Compliance Officer

  • Feb 2021 - Present

  *Created the Credit Union’s first in-house compliance program; develop, test, implement and administer the program using industry standards and regulatory guidance *Built the Internal Audit function into the compliance program; develop and implement a work plan to conduct and manage internal control audits*Develop, implement and manage a schedule to review policies and procedures to ensure regulatory compliance; lead compliance training for all employees on an ongoing basis*Strategize and implement changes to address procedures and practices that are not compliant with industry regulations *Oversee regulatory compliance research; respond to compliance-related questions and provide recommendations and interpretations with respect to regulatory changes*Create disclosures, and prepare terms and conditions for new and existing products*Oversee the administration of the Security Program and identifying reasonably, foreseeable threats to minimize loss; serve as the Security Officer*Serve as the principal point of contact for regulators during examinations; provide required information and records

• Director of Marketing

  • Mar 2015 - Feb 2021

  *Develop, execute and maintain a comprehensive annual marketing plan*Stratigize growth in product and service areas, drive engagement and member loyalty*Manage the development of media to drive business to multiple delivery channels*Oversee and manage the Credit Union's online presences *Conduct market research and analyze demographic data in order to recommend new or improved products and services *Analyze marketing campaigns and prepare a monthly report for the CEO and Board of Directors outlining the results achieved



Securityplus Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Senior Communications & PR Specialist

  • Jun 2013 - Mar 2015

  *Oversee the day-to-day functions of the communications, social media, community relations and branding activities in support of the Credit Union's strategic goals*Manage the research and development of content for print and digital marketing materials *Ensure consistency among brand identity and brand awareness in all channels to reinforce the brand image and experience*Launch the Credit Union's social media strategies and manage online presence*Develop and implement interactive marketing activities

• Marketing Communications Specialist

  • Apr 2006 - Jun 2013

  *Oversee electronic efforts and web based communications; update website and evaluate its features and applications*Develop, implement, manage and track interactive digital marketing activities, e.g. email marketing and social media *Develop and implement annual Marketing Communication Plan, to include comprehensive writing and design projects; manage the productivity of the marketing plans and projects *Manage and coordinate all marketing and promotional activities; oversee design, copywriting, production, printing and distribution of promotional and communication materials *Research and develop content for Credit Union publications, to educate and inform membership and staff; develop and implement new collateral materials, including brochures and statement inserts*Manage the marketing budget; deliver marketing activity within agreed budget