Experience

First Tech Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Compliance Officer II

  • Jun 2023 - Present



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Compliance Specialist II

  • Dec 2021 - Jun 2023

  -Ensures commercial loans secured by real estate are compliant with the Flood Disaster Protection Act -Performs in-line quality control on Pre-Funding Flood Approval reviews to identify procedural/regulatory errors and ensure procedures were followed to prevent external impact -Prioritizes daily work based on Service Level Agreement -Maintains a highly organized personal file system -Onboards new processors from day one, holding daily training sessions and introducing new job functions over time -Tracks trainee development with Excel checklists and communicates development to Leadership on a weekly basis -Partners with trainees to provide consistent support throughout the day, including scheduling impromptu meetings/training sessions as needed -Designs training documentation for FCRT’s Training Hub for use by trainees, and as a resource for tenured processors -Reviews/monitors daily reports to ensure data integrity -Adheres to compliance procedures and internal/operational risk controls Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Correspondence Representative 2

  • Jan 2021 - Dec 2021

  -Worked cases from start to finish to provide customer, partner, and third party resolutionsthrough written correspondence-Performed extensive research through multiple systems of record-Assisted with quality assurance projects for newly hired team members-Reviewed QA case notes and feedback-Partnered with QA specialists to identify personal and teammate coaching opportunities-Created and refined personal case workflow-Identified trends to manager for weekly team quality reviews-Provided long-term coaching as a regular point of contact for new team members-Ensured related regulations are properly recorded and followed-Communicated with team members/managers from other departments to complete research Show less

• Premier Phone Banker

  • Sep 2016 - Jan 2021

  -Provided best-in-class customer service to high value customers-Maintained star-performer QA accuracy-Coached peers to support their QA growth and ensure high-performing team QA scores-Partnered with QA Liaison to identify QA deduction trends and communicate findings to manager-Designed QA training docs and activities to increase engagement and decrease deductions-Educated and connected customers to digital banking options-Navigated multiple systems of record, applications, and web tools to find information-Adjusted personal goals and plans quickly to meet changing business needs-Managed schedule effectively to ensure service level agreement guidelines were met Show less



Intel Corporation

• United States
• Semiconductor Manufacturing
• 700 & Above Employee

• Intern

  • Nov 2015 - Sep 2016



Macy's

• United States
• Retail
• 700 & Above Employee

• Sales Associate

  • Aug 2013 - Jan 2016