Financial Analyst and Compliance Specialist with over 20 years’ experience in the financial services industry. Skilled at successfully developing and maintaining strategic relationships with both internal and external partners. Valued for the ability to work as a self-directed individual, contributor, as a leader, or a member of a team. Known for attention to detail, excellent communication and organizational skills, and the ability to make sound lending decisions. Recognized for successfully leading special projects necessary to support the goals and objectives of the Commercial Private Banking lending area and the line of business unit. Conducted research and analysis of internal data to identify market changes and trends on a quarterly basis pertaining to credit policy and exceptions. Used this data to prepare reporting for review by internal executive level associates and external business partners such as Credit Risk Management. Made recommendations to internal business partners proposing potential adjustments to improve internal operating procedures; and/or remediate risk to credit policy and regulatory compliance guidelines.
Louisiana Banking Association Analyzing Business Tax Returns Training - 2019
Louisiana Banking Association Training the Credit Analyst -2019
Louisiana Banking Association Analyzing Business Tax Returns Training - 2019
Louisiana Banking Association Training the Credit Analyst -2019