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Work Background
RoamWildExpedition Guide
Mar. 2025United States• Lead immersive outdoor excursions integrating mindfulness, self-inquiry, and nature-based connection
• Guide breathwork practices to help participants regulate their nervous systems and deepen their connection to the present moment
• Incorporate movement practices such as yoga and somatic exercises to enhance body awareness and relaxation
• Encourage self-expression and personal growth through storytelling, group discussions, and intentional activities
• Support youth and adults alike in developing confidence, resilience, and a deeper relationship with nature
• Facilitate camp circles to foster community, reflection, and shared experiences
• Ensure safety and accessibility while creating a nurturing and transformative space for all participants
SageFounder, Principal Consultant
Oct. 2024United States• Designed and led transformational coaching programs focused on leadership, personal development, and emotional intelligence for executives and teams
• Integrated somatic practices, mindfulness, and nervous system regulation techniques to enhance resilience, decision-making, and performance in high-stress environments
• Provided one-on-one executive coaching to senior leaders, improving leadership presence, communication, and team engagement
• Facilitated group coaching sessions and corporate workshops on stress management, team dynamics, and embodied leadership
• Developed customized coaching frameworks blending neuroscience, movement-based interventions, and organizational psychology to drive leadership transformation
• Created and implemented wellness and leadership initiatives in organizations to enhance productivity, retention, and workplace culture
• Built a successful coaching and consulting business, demonstrating strong entrepreneurial acumen, strategic vision, and client relationship management
• Led corporate retreats and offsite experiences, integrating breathwork, movement, and somatic techniques to optimize performance and innovation
Bank of AmericaVP, Sr Business Control
Oct. 2020 - Oct. 2024Dallas-Fort Worth MetroplexAccomplish process quality testing for procedure and media content writers, escalated and complex transactions, and Regulation Z, Military Lending Act (MLA), and for various products to include deposit, unsecured and asset secured lending, credit card, small business, and military lending products
Validate key risks, gaps, and exception cases for solutions and documentation in system of record Digital Transformation Lead Identification of automated process testing opportunities Create training programs to improve business case writing, soft skills and mindset programs, and process quality testing
Bank of AmericaVice President, Sr Business Control Specialist, Exam Manager
Jul. 2015 - Oct. 2020Business Control, Exam Management for Life & Specialty Servicing
Stakeholder management, including tracking, reporting and monitoring effectiveness of key controls as well as status of Audits, Exams, mitigation and action plans for stakeholders
Assist in ensuring the group is in compliance with applicable regulation, laws, internal and external policies
Assess and identify the key risks and control issues within the division; determine financial, reputational, customer and regulatory impacts
Ensure risks in business processes are properly identified, measured and managed
Inform and drive action steps and accountability for operational risk to management
Manage remediation efforts required from Matters Requiring Attention (MRAs) issued by the regulating entity or audit issues found by investor auditors and corporate audit
Audit and Exam support for Regulatory exams, Making Home Affordable Compliance (MHA-C), Government Sponsored Enterprises (GSEs), Rating Agencies, State Exams, Corporate Audits and Investor Audits
Partner closely with Risk Management, Compliance, Legal, Governance & Control, as well as Corporate Audit to mitigate risk
Bank of AmericaAssistant Vice President, Senior Business Control Specialist
Aug. 2012 - Jul. 2015Fort Worth, TexasBusiness Control, Exam Management for Loan Servicing & Support Operations
Tracking, reporting and monitoring effectiveness of key controls as well as status of Audits, Exams, mitigation and action plans
Assist in ensuring Loan Servicing and Support Operations is in compliance with applicable regulation, laws, internal and external policies
Assess and identify the key risks and control issues within the division; determine financial, reputational, customer and regulatory impacts
Execute the Self Identified Audit Issue (SIAI) to address risks as they occur to minimize metirc of issues found through the Audit or Exam process
Ensure risks in business processes are properly identified, measured and managed
Inform and drive action steps and accountability for operational risk to management
Manage remediation efforts required from Matters Requiring Attention (MRAs) issued by the redulating entity or audit issues found by investor auditors and corporate audit
Audit and Exam support for Regulators, Making Home Affordable Compliance (MHA-C), Government Sponsored Enterprises (GSEs), Rating Agencies, State Exams, Corporate Audits and Investor Audits
Partner closely with Servicing Risk Management, Governance & Control, as well as Corporate Audit to mitigate risk
Bank of AmericaAssistant Vice President, Business Support Manager
May. 2009 - Aug. 2012Fort Worth, TexasManaged Quality Assurance and Quality Control audit programs for Portfolio Communications, a service delivery provider of Mortgage Monthly Statements, Customer Communications and Year End Tax Reporting
Financial statement audit
Managed statement exception transaction testing and research team
Managed Quality Teams
Compliance and audit consulting to ensure audit readiness
Project consulting and management; suggesting improvements for key control weaknesses
Project consulting and management examples:
oManaged wide-scale projects including: Privacy Policy distribution to eligible Home Loans portfolio, including electronic methods; Affiliate Marketing Notice distribution to eligible Home Loans portfolio, including electronic methods, 2008 – 2011
oWorkflow Tools for Quality Assurance/ Project Testing and Quality Control Workflow, incorporating SharePoint capabilities to provide KPI Measurement at a glance for on demand performance status
oManaged Quality Assurance testing for various projects including: Customer Day One communication projects, Systems Day One, Year End Statement IRS Reporting (2009 – 2011), Paragraphs V and VII of the Federal Trade Commission (FTC) Order Projects and small enhancement changes on a monthly basis
Managed process improvements
Workforce planning, analytics and recruiting
Monitored key performance indicators and standards
Wrote policy manuals, guidelines, training manuals and standards
Relationship Management
Career path mentorship Achievements:
oSilver Award – May 2012
oQuality Manager to Assistant Vice President promotion – August 2011
oTeam Manager to Quality Manager promotion – April 2010
oGold Award – December 2010
oPlatinum Award – August 2010
Bank of AmericaCompliance / Communications Specialist
Feb. 2008 - May. 2009Fort Worth, TexasDepartment Compliance Officer, GLBA and Regulation P subject matter expert for Portfolio Communications, a service delivery provider of Mortgage Monthly Statements, Customer Communications and Year End Tax Reporting
Departmental Privacy Officer
Research privacy incidents
Departmental Policy and Procedure Specialist
Tracked and vetted compliance issues
Tracked, monitored and reported control effectiveness
Project consulting and management; suggested improvements for key control weaknesses
oManaged wide-scale projects including: Privacy Policy distribution to eligible Home Loans portfolio, including electronic methods; Affiliate Marketing Notice distribution to eligible Home Loans portfolio, including electronic methods, 2008 – 2011
oConsulted in CORAD to MS-IRT (compliance and business controls web matrix application) conversion project
Managed Knowledge Builder (web based training application) to Loan Admin Survey Application conversion project
Compliance and Audit Consulting and Liaison Training Development: developed various types of training manuals, virtual training, instructor-led (virtual and in-person) training for federal and state mandated compliance and company policies and procedures
Developing, maintaining and tracking departmental policies and procedures
Compliance, privacy breach and litigation case research for compliance, Corporate Audit and company attorneys
SharePoint development and administration; including tools to improve communication, tracking, monitoring and reporting efficiency
Achievements:
oCompliance/ Communications Specialist to Team Manager promotion – May 2009
oSTAR Associate – July 2009
oAssociate of the Month – May 2008; June 2008
Bank of AmericaHome Loan Specialist
Sep. 2006 - Feb. 2008Richardson and Plano, TexasManaged a sales pipeline of 20+ loans from application to funding (ranging from sub-prime to prime, refinance, purchase and fast close refinance loan types)
Reviewed mortgage loan applications for completeness and approval
Process Quality Control reviews completed to ensure adherence to program guidelines, state specific regulations and compliance standards were met
Researched loan issues and audit exceptions for escalation and remediation
Underwriting and Funding Liaison
Trained new associates, onboarding trainer
Relationship Management
Coordinated with third party companies to fulfill credit, underwriting and funding conditions
Ensured state specific certifications are current
Analyzed and monitored key performance indicators
Achievements:
o Top Performer – May, June and July 2007
Angelo State University - Office of the Dean of Accounting, Economics and FinanceBusiness Support
Aug. 2003 - Jun. 2004San Angelo, TexasSupported Office of the Dean of Accounting, Economics and Finance
Maintained supplies and equipment by completing preventive maintenance; troubleshooting failures
Exam scoring/ grading for Professors
Data entry - exam scoring, new student information
Distributed communications
Hometown Medical Equipment - Durable Medical Equipment (DME) ProviderBusiness Coordinator
Jan. 2003 - Sep. 2003Cleburne, TXHIPAA Health Insurance Portability and Accountability Act Compliance Privacy Project - Implemented office Health Insurance Portability and Accountability Act (HIPAA) compliance procedures
HIPAA subject matter expert and customer privacy ambassador
Medical billing Research on denied claims/ correspondence
Reconciling and reporting income trends/ claim earnings Networked to develop new clientele and sold durable medical equipment (DME) and oxygen services
Budgeting
Accounts payable and receiveable
Medical equipment delivery (in home, skilled nursing and rehabilitation facilities and hospitals)
Client instruction on medical equipment
Moved to pursue college education
Susannah’sAssistant Manager
Oct. 1999 - Jan. 2003Cleburne, Texas, United StatesPerformed serving, sales, hosting and cashier activities before promotion to assistant manager in 2002
Managed a team of waiters, hostesses, cooks, expediters and cashiers
Motivated and incentivized sales team
Coached employees for improved performance Managed scheduling
Daily reporting and reconciliation of cash and financial accounts
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