Motivated individual with business acumen and a willingness to take on challenging roles. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively without supervision and quickly mastering new skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Business Execution Consultant For CSBB
Wells Fargo & Company
03.2024 - Current
Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
Managed client relationships through regular check-ins and updates on project progress.
Immigration Services Assistant
US Citizenship and Immigration
05.2023 - 02.2024
Conducted pre-screening of USCIS customer applications and submissions for accuracy and completeness of initial supporting documentation
Analyzed files, reports, and databases to ensure accurate data
Managed and secured sensitive documents like Naturalization Certificates and Blank File Jackets
Assisted Immigration Services Officers by managing adjudication and record processing.
Compliance Supervisor/Processor
American Pacific Mortgage dba Preferred Rate
02.2022 - 10.2022
Advised experienced leaders in developing risk mitigation strategies for complex and highly integrated business specific risks across different business lines
Supported the RSCA team by providing direction, gathering escalation, and overall tracking of team's progress in the RSCA life cycle.
Director Of Compliance
First Alliance Home Mortgage LLC
09.2021 - 02.2022
Developed and revised compliance program policies and procedures
Facilitated regulatory matters by serving as a liaison between internal departments and regulatory agencies.
Director Of Compliance
GoPrime Mortgage
01.2018 - 08.2021
Created and executed action plans to address audit findings and ensure compliance
Maintained policies and procedures, enhancing compliance program operation.
Regional Closing Manager
Academy Mortgage Corporation
02.2016 - 11.2017
Analyzed income, credit, and repayment ability to determine loan eligibility
Managed loan application pipeline by consistently meeting deadlines for submitting reports.
VP Of Operations
International City Mortgage dba Doorway Mortgage
01.2013 - 02.2016
Regularly communicated project progress and direction to executive leadership
Managed yearly audits to aid in corporate operations and adhere to regulations.
Education
Bachelor of Science - Criminal Justice
American InterContinental University
03.2010
Bachelor of Science - Business Administration
University of Phoenix
10.2005
Skills
Risk Management Strategies
Training Delivery
Risk & Control Self-Assessment (RCSA)
Issues Management
Process Development
Investigative Skills
Negotiation and Conflict Resolution
Project Planning
Verbal and Written Communication
Quality Control & Assurance
Multiple Priorities Management
Data Integrity Assurance
Complex Problem Solving
Vendor Management
AML/BSA Officer
Notary
Certification
NMLS 1165777, Inactive
Currently enrolled for CIA Certification
Additionalinformation - Militaryservice
Army Reserves and Arizona National Guard, 1989 to 2005
Regulatoryknowledge
UDAAP
TILA
ECOA
HMDA
SAFE ACT
RESPA
FAIR HOUSING ACT
Systems
Encompass
Calyx Point
Compliance Ease
Compliance Relief
DocUSign
AllRegs
Proprietary Systems
Office365
SNOW
SHRP
Tableau
Government Systems
Timeline
Business Execution Consultant For CSBB
Wells Fargo & Company
03.2024 - Current
Immigration Services Assistant
US Citizenship and Immigration
05.2023 - 02.2024
Compliance Supervisor/Processor
American Pacific Mortgage dba Preferred Rate
02.2022 - 10.2022
Director Of Compliance
First Alliance Home Mortgage LLC
09.2021 - 02.2022
Director Of Compliance
GoPrime Mortgage
01.2018 - 08.2021
Regional Closing Manager
Academy Mortgage Corporation
02.2016 - 11.2017
VP Of Operations
International City Mortgage dba Doorway Mortgage
01.2013 - 02.2016
Bachelor of Science - Criminal Justice
American InterContinental University
Bachelor of Science - Business Administration
University of Phoenix
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