Compliance Manager, Finance & Banking

Home Office 15405 SE 37th Street Suite 200 Bellevue, WA 98006, USA We're searching for some really great people who enjoy customers as much as we do. Named as one of Puget Sound Business Journal’s Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category. Wow happens every day vision is centered on changing the world one relationship at a time. Learn more about us on our website here . Discover what’s possible with Evergreen. We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us! The Compliance Manager oversees and manages the day-to-day operations of the Compliance Department at Evergreen Home Loans (EHL). This position supports and helps continuously develop EHL’s Compliance Management System and risk management polices to mitigate operational and compliance risk. This role ensures adherence to regulatory requirements and internal policies and procedures. Essential Duties and Responsibilities:

• Manage all aspects of Compliance, Licensing, Marketing Compliance, Vendor Management and Disclosure Teams in achieving and completing projects related to company objectives as well as individual performance and development. This includes reviewing metrics to ensure proper staffing.
• Assist the VP of Compliance with administering a comprehensive compliance program including, but not limited to, the following consumer laws:

Equal Credit Opportunity Act, Home Mortgage Disclosure Act, Gramm Leach Bliley Privacy, Real Estate Settlement Procedures Act, Truth in Lending Act, Flood Disaster Protection Act, Unfair Deceptive and Abusive Practices Act, Fair Credit Reporting and Fair Lending.

• Oversee Vendor Management and vendor due diligence.
• Develop and maintain policies and procedures that accurately reflect regulations in a manner clear to all associates that fosters a culture of compliance. Continually monitor and evaluate the adequacy and efficacy of policies and procedures and company adherence.
• Provide proactive guidance to company in identifying compliance risks.
• Direct and track the implementation of operational changes to maintain compliance with all applicable laws, rules and regulations, investor requirements and standard mortgage practices.
• Provide advance notification, which includes a summary of changes and the impacts to the business of all new regulatory requirements that go into effect.
• Provide compliance expertise and support for all new products, channels, and geographical areas. Actively participate in internal testing of changes to the proprietary system and technologies.
• Provide guidance on interpreting Mavent reports and clearing all necessary Warnings, Alerts and Fails prior to funding.
• Assist with coordination of state and other regulatory audits including exam preparation, response and follow-up.
• Responsible for accuracy of all required regulatory disclosures, including initial disclosure document sets. Creation of new forms and disclosures as applicable.
• Facilitate support for all associates on compliance-related questions and assistance on where to find necessary information on eConnections.
• Provide compliance support and materials to Evergreen’s Training Department related to Encompass (LOS).
• Oversee review of loan data for accuracy and ensuring timely filing of annual report as required by HMDA.
• Responsible for Fair Lending reporting to Executive management including regression, matched pair, and red-lining analysis.
• Ensure timely filing of all required annual state reports.
• Assist with consumer complaint resolutions and escalations.
• Review and respond to each marketing piece to ensure it is compliant with federal, state, local and
• Train compliance department staff on policies and procedures.
• Other duties as assigned.

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