Certified Lean Six Sigma Green Belt and ProSci Change Management professional with extensive expertise in regulatory compliance, program management, and operational improvements. Skilled in strategic planning, risk assessment, data analysis, process optimization, and change management. Proven track record of leading high-impact projects, driving performance enhancements, and advising senior leadership on complex business strategies. Adept at building cross-functional relationships, fostering operational risk management, and guiding teams through transformation initiatives. Strong ability to mentor staff, enhance compliance, and facilitate organizational growth.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Sr. Strategy & Operations Manager
Consumer Financial Protection Bureau
Washington, DC
09.2016 - Current
Spearheaded a company response monitoring program overseeing the assessment of over 90% of CFPB’s annual complaint volume (~3 million complaints) and the evaluation of more than 250 financial institutions.
Designed and implemented a custom Salesforce workspace that tripled complaint review efficiency.
Developed and enhanced policies and procedures that ensured consistency and a reduction in complaint assessment time by 25%.
Engineered dynamic dashboards in Tableau, Microsoft BI, and Excel to track KPIs, surface emerging risks, and inform executive decision-making.
Designed and launched a comprehensive internal controls program (established clear policies, procedures, and workspace) and developed reporting tools to easily analyze results. Used results to identify gaps, deliver targeted feedback and training, and drove continuous improvements that boosted operational efficiency by over 20%.
Built and maintained strong cross-functional relationships (Supervision, Enforcement, IT) to refine operational standards, harmonize processes, and drive continuous improvement.
Regularly briefed CFPB executives, and other stakeholders, on performance, risks, and policy recommendations for the complaints review process.
Translated senior leadership priorities into clear strategic and operational plans, and managed high-profile projects end-to-end planning, resource allocation, integrated change control, training, and documentation to ensure on-time delivery and alignment with bureau-wide goals.
Supervisor, Regulatory Compliance Team
Consumer Financial Protection Bureau
Washington, DC
03.2012 - 09.2016
Led a six member investigations team in reviewing over 20,000 annual consumer complaints, sustaining a 98% quality score through rigorous supervisory reviews and process audits.
Managed case assignments, tracked investigator performance, provided individualized feedback, and ensured that teams meet monthly SLAs.
Partnered with Consumer Response Management to design and implement process improvement initiatives, reducing response delays by 25%, enhancing resolution efficiency, and strengthening complaint monitoring.
Developed and delivered comprehensive regulatory training and procedural guidance for new hires and tenured staff, and served as a subject matter expert for consultations on various consumer facing issues ensuring consistent, high-quality complaint handling across the teams.
Talent Acquisition & Onboarding Manager
Consumer Financial Protection Bureau
Washington, DC
05.2013 - 11.2013
Coordinated a large number of candidates through the federal hiring pipeline, ensured that candidates progressed through a multi-step process in a timely manner, and enabled the selection of top-quality candidates, increasing the Investigations headcount by over 20% within six months.
Produced weekly hiring dashboards and executive briefings. Utilized received feedback and data analysis to develop best practice models, and implemented process improvements that boosted overall talent acquisition efficiency.
Coordinated cross-functional efforts among HR, Legal, IT, and business units to execute seamless onboarding, and accelerate new hire productivity.
Compliance Examiner Audit
Consumer Financial Protection Bureau
Washington, DC
06.2008 - 04.2012
Education
Bachelor of Science - Finance
University of South Florida
Tampa, FL
Skills
Regulatory compliance
Operational Risk Assessments
Program Management
Operational and process improvement
Regulatory compliance
Tableau reporting
XFN collaboration
Training development
Strategic planning
Data analysis
Technical Skills
MS Office - Word, Excel, PowerPoint
ERP Technology - Oracle, SAP, etc.
Data & Analytics: Tableau, Microsoft BI, MS Excel (Advanced)
Commissioned Compliance Examiner at Consumer Financial Protection Bureau (CFPB)Commissioned Compliance Examiner at Consumer Financial Protection Bureau (CFPB)