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Tara Healy's
Consulting Services

Compliance and Risk Consulting Services

Consulting Approach/Style:

With the recent market downturn, organizations have faced challenges in maintaining staffing levels, particularly in critical areas like compliance. As a seasoned compliance officer in the mortgage lending industry, I understand the importance of operational and regulatory compliance. My services offer a solution that allows organizations to meet their compliance goals without needing a dedicated in-house headcount. I serve as your contract compliance officer, providing expertise when and how you need it.

Overview

Compliance Helpdesk Bundle

This bundle provides quick and efficient solutions to your loan-level or general compliance questions. With the Compliance Helpdesk, you gain access to a compliance expert for inquiries such as:

  • Adding a borrower to a loan
  • Timing for the earliest closing
  • Dealing with compliance software fails
  • Addressing complex compliance issues in a file under process

Course duration (custom options are available to suit your specific needs):

5 hours per week / 20 hours —— Cost: $1,000

10 hours per week —— Cost: $2,000

Part-Time Compliance Officer Bundle

 This bundle is ideal for organizations seeking guidance in meeting their regulatory compliance and risk goals.  Services include:

  • Marketing reviews
  • Licensing support
  • Creating or enhancing training programs
  • Developing out-of-the-box policies and procedures

Course duration (tailored solutions to strengthen your compliance efforts):

20 hours per month —— Cost: $5,500

40 hours per month —— Cost $10,000

Compliance Advisory Services Bundle

For special projects and in-depth assistance, the Compliance Advisory Services Bundle is here to support you. Services include:

  • Enhancing your compliance management system
  • AML/BSA framework development
  • Fair lending guidance
  • Assistance with state or investor exams and drafting responses
  • Reviewing and offering guidance on repurchase challenges

Let’s Ensure Your Compliance Success! Get Started today. As for a one-hour free consulting call to discuss your unique needs and receive a personalized quote.

Start Your Consulting Today!
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