
Results-driven professional with extensive experience in contract management, compliance, and operational oversight across the financial services, sustainability, and mortgage industries. Skilled in managing procurement activities, evaluating proposals, negotiating contract terms, and ensuring adherence to regulatory and policy standards. Proven success in developing systems to track contract performance, conducting on-site compliance inspections, and providing technical guidance to internal teams. Adept at collaborating with legal, financial, and operational departments to ensure transparent, compliant, and efficient contract execution within public-sector frameworks.
Contract Administration & Compliance Request for Proposals (RFP) Coordination Contract Negotiation & Execution Policy & Procedure Implementation Vendor & Stakeholder Relations Financial & Legal Review Data Analysis & Reporting Risk Assessment & Regulatory Adherence On-Site Inspections & Performance Audits
ACAMS Membership – AML/BSA Compliance
Verafin | CLEAR |Internet Research | LexisNexis | WorldCheck | FINCEN SAR Filing | AS400 | CIP/KYC | Loan and Insurance origination software (Encompass, Point and Xactimate) | QuickBooks Premier and QuickBooks Enterprise | Quicken cloud-based software and storage solutions | Microsoft Office
GlobalTranz, Independent Agency Manager, 09/2012 - 11/2015
Probity Financial Group, Inc., President/CFO, 05/2007- 08/2012
Fair Market Lending, Manager/Sr. Loan Officer, 02/2006 – 05/2007
JMR Lending, Loan Officer, 01/2005 – 02/2006