Annie Delgado
About
Detail
Chief Risk Officer
Los Gatos, California, United States
Résumé
Jobs
verified_user
0% verified
Chief Risk OfficerUpstartNov 2015 - Current (10 years 11 months)Building a data-driven, technology-based compliance program with particular focus on understanding and managing regulatory risks associated with the use of non-traditional credit modeling techniques and underwriting variables, and fostering a culture of compliance, consumer protection, and innovation through hands-on engagement with Upstart colleagues, bank partners, and regulators.- Compliance and Quality Control ManagerOpes AdvisorsJan 2010 - Oct 2015 (5 years 10 months)Opes Advisors, Los Gatos California 2010-2015
Compliance Manager August 2012-Present
Developed and delivered Compliance Education Series to all sales branches for mortgage compliance training
Constructed and implemented policies and procedures to manage and report compliance with Regulation B
Wrote job descriptions for various key roles. Interviewed and hired new team members
Led a team of 20 compliance and quality control professionals in the California and Oregon offices
Created a new customer centric support department to provide superior service levels to the sales team
Designed reports and metrics to identify individualized areas of training opportunity for each of 20 sales branches
Produce - DVP of MarketingDance BoulevardJan 2000 - Jan 2010 (10 years 1 month)Small Business Owner, Jan 2007 – Dec 2009
Served on the Board of Directors, managed all studio events, acted as V.P. of Marketing
Developed and implemented yearly marketing plans. Worked cooperatively with outside vendors to create successful advertising campaigns.
Designed a unique model for dance recitals which has been copied by other local dance studios.
Produced two sold out dance productions per year from 2004-2009 working with top choreographers
including Tony Meredith who has been featured on ―So You Think You Can Dance.‖
Organized youth showcases, offsite recitals and competitions, and summer dance camp.
Utilized excellent interpersonal skills to implement a diverse set of events which catered
Education
verified_user
0% verified
- Saratoga High SchoolSaratoga High School
- BASanta Clara UniversityJan 2002 - Jan 2006 (4 years 1 month)