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Ryan

Customer Success and Compliance Manager

Contato

Ocala, Florida, United States
Disponível na CazVid
Contato pela CazVid

Competências

Managing and coaching team leads and individual workers

Demonstrated experience with Managing and coaching team leads and individual workers.

Tracking performance

Demonstrated experience with Tracking performance.

Helping people grow

Demonstrated experience with Helping people grow.

Planning team workflows

Demonstrated experience with Planning team workflows.

Improving daily processes

Demonstrated experience with Improving daily processes.

Resumo

Customer Success and Compliance Manager open to new opportunities

Experiência

Customer Success and Compliance Manager

LeaderOne Financial Corporation
Apr 2021 - Oct 2026

Managed the daily vetting, onboarding, and compliance for a network of 150 to 1,000 corporate vendors, closing agents, and attorneys.. Handled serious company and employee complaints, tracked the trends, and presented the data monthly and quarterly to the Board of Directors.. Led the team through major audits from investors, federal regulators, and state agencies.. Shared audit feedback with frontline staff to fix errors, reduce risks, and clean up workflows.

Director of Compliance

The Birdsey Group
Dec 2017 - Oct 2025

Audited high-volume loan files to ensure compliance with federal and investor guidelines.. Used ACES compliance software to find errors and simplify workloads for the daily audit team.. Worked with clients and internal partners daily to make sure deadlines and service levels were met.

Habilidades

Managing and coaching team leads and individual workersTracking performanceHelping people growPlanning team workflowsImproving daily processes
Publicado na CazVid - 3 de nov. de 2026
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