Josh Eason
Charlotte,NC
Summary
Risk Professional with 10+ years' experience managing $500M+ in financial risks for banking and fintech.
Overview
11
11
years of professional experience
Work History
Risk and Compliance Facilitator
Wells Fargo
, North Carolina
12.2022 - 09.2024
- Conducted 100+ studies of appeals procedures to confirm adherence to 50+ legal requirements while facilitating disposition of cases.
- Enhanced 10k customer satisfaction ratings by resolving account issues efficiently.
- Analyzed 20,000 data from surveys and assessments to identify trends or patterns among participants.
Project Manager
Consilio Legal Services
, North Carolina
01.2020 - 01.2022
- Generated and tracked change 100M orders and other contractual modifications affecting budget and schedule.
- Maintained records of all 10k+ documents related to each project including specifications, change orders, invoices.
- Submitted budget estimates for $10M+, progress reports and cost tracking reports.
Enterprise Risk Manager
South State Bank
, North Carolina
01.2019 - 01.2020
- Engaged with 100+ stakeholders in risk identification and assessment processes to ensure comprehensive coverage.
- Reported findings on risk exposures to senior executives and board of directors.
- Maintained risk identification programs to reduce potential losses from workers' compensation and general liability insurance issues.
Risk Consultant
Monticello Risk Consulting
, North Carolina
01.2016 - 01.2019
- Executed risk assessment and data processing system performance tests to verify and configure security settings for data processing and network access.
- Implemented a comprehensive program for training staff on proper security protocols related to handling sensitive data or assets.
- Used Excel pivot tables, charts and reports to break down and analyze information.
Risk Oversight
Movement Mortgage
, North Carolina
01.2014 - 01.2016
- Identified an obvious solution to managing inherent third-party risks by understanding the procedural breakdown of the third-party relationship.
- Assessed the potential for losses resulting from inadequate or failed internal processes, systems, or external events.
- Established and monitored reporting requirements for risk analysts, maintained updated procedures to efficiently meet objectives of continuous monitoring and feedback.
Education
Juris Doctor (JD) - Law
Charlotte School of Law
Bachelor of Business Administration (BBA) - Risk Management and Insurance
University of Georgia
Athens, GABachelor of Arts (ABJ) - Broadcast News
University of Georgia
Athens, GASkills
- Issues management
- Compliance
- Procedure drafting
- Process Mapping
- Risk Assessment
- Project Management
- Regulatory Change Oversight
- Control Alignment
- Microsoft Visio
- Contract negotiation
- Training
- SharePoint
Timeline
Risk and Compliance Facilitator
Wells Fargo
12.2022 - 09.2024
Project Manager
Consilio Legal Services
01.2020 - 01.2022
Enterprise Risk Manager
South State Bank
01.2019 - 01.2020
Risk Consultant
Monticello Risk Consulting
01.2016 - 01.2019
Risk Oversight
Movement Mortgage
01.2014 - 01.2016
Juris Doctor (JD) - Law
Charlotte School of Law
Bachelor of Business Administration (BBA) - Risk Management and Insurance
University of Georgia
Bachelor of Arts (ABJ) - Broadcast News
University of Georgia
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