Teams at Coastal Financial Corporation

Independently review and draft responses to complex customer and regulatory complaints for bank and fintech partners, identify regulatory risks, manage case queues and SLAs, monitor open complaints daily, support regulator and audit requests, and maintain knowledge of consumer financial protection laws to ensure compliant resolutions.

Lead and manage a compliance assurance team to build and run a compliance management system. Develop and execute monitoring, testing, risk assessments, reporting, root cause analysis, and provide regulatory guidance across core bank and fintech partners. Support audits, examinations, and present findings to senior leadership and the Board.

Lead design and scaling of financial operations, reconciliation, and controls for BaaS partnerships. Drive automation, analyze transaction datasets, resolve reconciliation breaks, partner with Product/Engineering, and create SOPs and reporting to ensure operational readiness and scalable processes.