Sometimes, you just need an experienced, friendly ear to talk through an issue, or gain fresh insight into a new or pressing matter. Compliance is complex, and having someone help elucidate the issue is invaluable. Contact me for assistance with such items as:
Writing a compliant, effective and efficient policy specific to your institution
Designing / Implementing a Fair Lending Program
Designing / Implementing a complaint management program
Designing / Implementing a MLO / LO identification and oversight program
Implementing any compliance requirement, to fit your processes and needs
Compliance considerations when adding a specific new product or service
Adding a Deposit Production / Loan Production Office
CRA Assessment Area considerations
Upcoming compliance and/or CRA exam preparation