Experience

Monroe Federal Savings and Loan Association

• United States
• Banking
• 1 - 100 Employee

• Assistant Vice President

  • Oct 2023 - Present

  Tipp City, Ohio, United States



The Weekend Effect

• Lead Guitarist

  • Feb 2019 - Present

  Dayton, Ohio, United States



The Boardgame Mechanics

• Executive Producer

  • Jan 2018 - Present

  This is a board game review channel that I run with my wife Katie. We do a weekly podcast and video reviews on our YouTube channel all about board games. I am the editor of the podcast and the videos and maintain all of the social media platforms and website.



Universal 1 Credit Union

• United States
• Banking
• 1 - 100 Employee

• Internal Audit Specialist

  • Dec 2022 - Sep 2023

  Beavercreek, Ohio, United States Responsible for implementing an audit schedule along with audit sample methodology, product control testing; perform internal assessments for evidence of fraud, deficiencies in controls, errors, extravagance, or noncompliance with laws, regulations, and established policies and procedures. Researches, documents, gathers, and analyzes audit information. Assesses the adequacy and extent of programs designed to safeguard Credit Union assets. Performs such audit functions as balancing… Show more Responsible for implementing an audit schedule along with audit sample methodology, product control testing; perform internal assessments for evidence of fraud, deficiencies in controls, errors, extravagance, or noncompliance with laws, regulations, and established policies and procedures. Researches, documents, gathers, and analyzes audit information. Assesses the adequacy and extent of programs designed to safeguard Credit Union assets. Performs such audit functions as balancing, reconcilement, verification, sampling, evaluation, review, and confirmation. Compile and issue reports detailing conclusions and provide recommendations for improvement. Conducts special projects as assigned. Is aligned with and promotes U1 values. Show less



myCUmortgage

• United States
• Financial Services
• 1 - 100 Employee

• Letter Librarian (Project Manager)

  • Jan 2019 - Nov 2022

  Beavercreek, Ohio, United States o Review current myCUmortgage correspondence for member impact o Draft up letters per CFPB and other regulatory guidelines while still maintaining focus on the member o Manage the print vendor relationship to ensure that all correspondence is mailed/printed within SLA o Working through a print vendor transition to ensure that all processes are implemented correctly to have minimal member impact o Work with lines of business to provide them with the needed correspondence to handle… Show more o Review current myCUmortgage correspondence for member impact o Draft up letters per CFPB and other regulatory guidelines while still maintaining focus on the member o Manage the print vendor relationship to ensure that all correspondence is mailed/printed within SLA o Working through a print vendor transition to ensure that all processes are implemented correctly to have minimal member impact o Work with lines of business to provide them with the needed correspondence to handle responsibilities of their unit

• Escrow Analyst

  • Jun 2017 - Jan 2019

  Beavercreek, Ohio, United States o Assist members in explaining shortages that occurred from a recent analysis o Vendor oversight for Loan Protector to ensure that insurance payments/documents are being processed and logged in the system correctly o Review exception reports for any insurance payments that failed to disburse per business rules to ensure that all documentation that is needed is on file o Respond to member/partner/Partner Credit Union emails that are sent to the escrow or insurance mailboxes that need… Show more o Assist members in explaining shortages that occurred from a recent analysis o Vendor oversight for Loan Protector to ensure that insurance payments/documents are being processed and logged in the system correctly o Review exception reports for any insurance payments that failed to disburse per business rules to ensure that all documentation that is needed is on file o Respond to member/partner/Partner Credit Union emails that are sent to the escrow or insurance mailboxes that need urgent assistance o Review member requests to have escrow waived on an account per FNMA guidelines o Deposit insurance escrow premium refund/cancellation checks to the member’s escrow to ensure that shortages do not occur in the member’s escrow o Request and send escrow overage checks to members as a result of a recent escrow analysis done on their accounts



Assurant

• United States
• Insurance
• 700 & Above Employee

• Hazard Insurance Specialist IV/Team Lead (Assistant Manager)

  • May 2009 - Jun 2017

  Springfield, Ohio, United States o Created letter templates for Wells Fargo for the new EERC implementation o Coach associates to improve Team KPI and quality numbers o Create reports to show current populations of information as requested by management o Monitor queue status and compliance reports and relay to management any issues, problems or updates o Lead team meetings and explain new processes and procedures o Answer questions and troubleshoot any associate issues that arise o Mentor and train new… Show more o Created letter templates for Wells Fargo for the new EERC implementation o Coach associates to improve Team KPI and quality numbers o Create reports to show current populations of information as requested by management o Monitor queue status and compliance reports and relay to management any issues, problems or updates o Lead team meetings and explain new processes and procedures o Answer questions and troubleshoot any associate issues that arise o Mentor and train new associates o Analyze data provided by management in easily readable pivot table forms along with a high level executive summary that breaks down the findings o Perform other functions at management request

• Hazard Insurance Specialist I

  • Aug 2008 - May 2009

  Springfield, Ohio, United States o Met and exceeded production and quality standards o Adapted to changing client needs and regulations o Worked independently as well as in a team environment o Developed expertise of DTE check processing functions o Acquired thorough understanding of LPS and TrackAll systems o Completed low level reporting for management of different types of property loss claim information