Lead compliance advisory and regulatory change management for financial products and services. Partner with Product, Engineering, Marketing, Credit, and other teams on product launches, disclosures, customer journeys, controls, and regulatory requirements. Own marketing materials review, bank partner approval submissions, third-party risk oversight, complaint management, policy governance, and regulatory change implementation. Translate complex regulations into actionable product guardrails, policies, procedures, and controls while supporting the broader compliance management system.

Designs, develops, and maintains engaging training curricula, e-learning courses, and multimedia content for customer-facing and cross-functional teams. Collaborates with CX leadership and subject matter experts, maintains LMS content, evaluates learning effectiveness, ensures accessibility, and applies instructional design principles. Uses generative AI to accelerate scripting, prototyping, assessments, and multimedia production while fact-checking and refining outputs.

Manage Fundbox’s capital markets activities, including credit facility reporting, funding option analysis, lender and investor relationships, financial modeling, due diligence, documentation review, and execution of warehouse facilities, forward flow programs, and securitizations. Collaborate across finance, credit, legal, product, and engineering teams to support funding strategy, transaction operations, reporting automation, and new product initiatives.