Banking and finance professional with three years of experience supervising financial institutions, assessing internal controls, and evaluating risk management practices.
Overview
4
4
years of professional experience
Work History
National Bank Examiner
United States Treasury
San Francisco, California
07.2023 - Current
Led teams of 15 examiners supervising institutions with total assets of $1.17 billion; participated in exams up to $89 billion.
Assessed audit and internal controls, safeguarding assets and enhancing reliability of financial reporting.
Conducted comprehensive risk assessments across credit, financial, operational, and management areas.
Developed risk management strategies in collaboration with bankers to address identified deficiencies.
Analyzed quarterly financial reports to evaluate earnings quality and alignment with budget goals.
Communicated exam findings to a variety of stakeholders including bankers, board members, legal, and agency management.
Represented the San Francisco field office on regional risk committees covering asset management and enterprise governance.
Commercial Lending Group Intern
Montecito Bank and Trust
Santa Barbara, California
06.2022 - 09.2022
Developed and presented new loan portfolio stress test model to C-suite executives.
Summarized project progress and results in reports for management review, enhancing visibility into project status.
Facilitated data migration during core service provider transition, ensuring continuity of operations.
Prepared client documentation and reports for account management team, supporting effective client communications.