United States
M&T Bank Compliance Specialist in the Consumer Protection Office of the Compliance Risk Management Department. Binghamton University B.S. Economics, Specialization in Financial Economics, and M.A. Economics graduate. Experience in compliance risk management, project management, contract law, energy policy, U.S. Congress, economic analysis, education, and Lean Six Sigma.
• Reviewed complaints to assess regulatory risk exposure as well as escalate potential violations of regulations • Generated and circulated complaint data reports so regulators, as well as CX, understood consumer complaint volume
• Led and supported over 40 projects and initiatives to meet the requirements of leadership, examiners, and internal audit • Produced bi-weekly, monthly, and quarterly finding and remediation plan reports from Archer to provide accurate and timely data to division leadership and risk committees, as well as track KRI metrics for the Fair Lending Office • Conducted research on topics such as new legislation to develop bank-relevant state specific requirements documents • Assisted model review finding team with the model process assessment, model review communications, as well as the development of the compliance engagement model, model review criteria, and model compliance procedure • Supported the compliance strategy and integration manager with budget management, research, digital transitions, and documentation to expedite completion of assignments and continuously improve division operations
• Researched, drafted, and proofread MOUs, RFPs, and consultant contracts to assist the senior energy counsel • Organized meetings and transcribed discussions between various stakeholders, including senior government officials and company principals, to support NYC’s emission reduction goals and provide accurate record keeping • Assisted staff in the development and maintenance of contract capacity and procurement trackers to ensure consistency amongst division-wide information, as well as improve efficiency within department operations
• Managed grading of student assignments to promptly provide accurate evaluation to the course instructor
• Held weekly classes and office hours to provide students with pertinent practice and course information
• Updated inventory of library media to accurately reflect library records prior to facility renovation work • Recognized and collected damaged inventory for professional repair to maintain inventory quality standards
• Summarized congressional briefings to provide staffers with relevant information to their policy portfolio • Processed intakes for opinions, casework, and advocacy mail in IQ CRM to verify the office was responsive and aware of constituent issues and sentiments related to government • Drafted talking points, appropriation requests, issue memos, cosponsorship requests, caucus membership requests, and constituent correspondence to ensure an efficient office workflow
• Utilized federal support through congressional liaisons to assist non-profit organizations with applications to relevant publicly available grants • Monitored, organized, and formatted relevant news coverage as news clips for the Congresswoman • Assisted staffers with community outreach, constituent services, research, file management, and data entry to expedite completion of assignments and allow operations to run smoothly