Lead IT-focused and cross-organizational internal audits: plan risk assessments, test IT general and automated controls, document controls, identify gaps, recommend remediation, and present findings to management.

Provide loan operations support for securities-based lending: assist advisors and clients with applications and onboarding, ensure application completeness, guide loans through review, handle post-origination servicing (payments, draws, maintenance), answer inquiries, follow credit policy, prepare reports and client communications, and support product and process improvements.