Other Consultative Services

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Have other needs?

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