America's Credit Unions
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Professional Services • Social Impact • Financial Services
Leads the credit union’s compliance program and oversees complex fiduciary and member accounts, including IRAs, trusts, estates, business accounts, and deceased accounts. Analyzes regulatory changes, updates policies and procedures, coordinates compliance training, reviews disclosures and communications, prepares Board reports, and works with auditors and examiners to resolve deficiencies and mitigate risk.
