Attorney

• Jun 2023 - Present

Legal Consultant/Director on Board of Directors

• Sep 2009 - Present

Advise management on various legal issues as needed for all aspects of business operations, including corporate policies, insurance, contracts, fundraising, ethical considerations, dispute resolution, general law compliance, and obtaining 501(c)(3) status. Draft, review, and revise operational forms and agreements in addition to policies and procedures for all aspects of business operations. Participated in budget review and financial analysis. Part time, volunteer position. Advise management on various legal issues as needed for all aspects of business operations, including corporate policies, insurance, contracts, fundraising, ethical considerations, dispute resolution, general law compliance, and obtaining 501(c)(3) status. Draft, review, and revise operational forms and agreements in addition to policies and procedures for all aspects of business operations. Participated in budget review and financial analysis. Part time, volunteer position.

General Counsel

• Jan 2023 - May 2023

Provided legal support to all departments on various matters of credit union operations, including member relations, transactional account issues, advertising, compliance, and the legality and feasibility of potential project initiatives. Reviewed, revised, and negotiated contracts of varied complexities and risk levels, including vendor contracts and commercial leases. Ensured legal risks were minimized and business objectives maintained. Increased speed and efficiency of vendor acquisition and legal department productivity through the drafting of standard NDA and standard contract provisions. Led project team to develop a robust complaint management process to aid in identifying pain points and areas for operational improvement. Interpreted laws, rules and regulations and advised regarding agreements, forms, disclosures, policy and procedural revisions and modifications. Provided company-wide presentations on new processes and procedures. Show less

Compliance Officer

• Jul 2020 - Jan 2023

Managed the Compliance Department and staff to ensure legal compliance of all credit union operations. Presented risk assessments and compliance reviews. Successfully navigated external audits and state examinations. Provided legal guidance and conducted detailed legal research as necessary. Drafted and revised disclosures, agreements, forms, policies, and procedures. Developed monthly statistical analysis report of compliance-related information to track and analyze trends to inform business decisions. Participated in risk analysis and risk management of credit union operations, analysis of loan portfolio performance, development of strategic initiatives, and vendor management. Show less

Attorney

• Jul 1996 - Jun 2007

Advised clients on legal matters in various areas of law including corporate, banking, estate planning, probate, employment, and pension. Counseled clients regarding compliance with contractual obligations and applicable law. Voluntarily left to raise children. Advised clients on legal matters in various areas of law including corporate, banking, estate planning, probate, employment, and pension. Counseled clients regarding compliance with contractual obligations and applicable law. Voluntarily left to raise children.