Ryan Haley
Peachtree Corners
Summary
Results-driven Compliance and Risk Professional with over 17 years of expertise in regulatory adherence and data integrity. Proven proficiency in collaboration, critical thinking, and project management, consistently enhancing compliance processes to mitigate risk and minimize errors. Committed to leveraging in-depth knowledge of regulatory standards to drive organizational success and ensure comprehensive compliance across all levels. Strategic thinker dedicated to fostering a culture of compliance and continuous improvement within dynamic environments.
Overview
18
18
years of professional experience
Work History
Convey Account Manager
Safeguard Properties
04.2026 - Current
- Manage quality and compliance for loan portfolios, with a focus on property condition, preservation actions, and risk mitigation.
- Review loan histories to create detailed chronologies of key milestones, linking property condition trends to actions taken to preserve asset value.
- Make portfolio decisions on pricing and task execution that balance client needs with investor expectations, prioritizing property preservation and risk control.
- Conduct scheduled and unscheduled calls with clients and investors, providing pre-call summaries of property status, condition issues, and preservation progress.
- Document property-related discussions, decisions, and deliverables in real time, then follow up with confirmations and action plans.
- Respond to ad hoc questions on property condition and preservation strategy, escalating items requiring deeper research while maintaining clear timelines.
- Proactively manage commitments related to property inspections, repairs, and vendor coordination, communicating delays early and adjusting workflows.
- Use Excel to track property condition data, inspection schedules, repair budgets, and vendor performance, supporting workload distribution and reporting.
- Negotiate confidently with vendors, property managers, and stakeholders on terms, timelines, and resolutions that protect asset value.
- Maintain strict confidentiality and data security when handling sensitive property and loan information across client and investor systems.
Compliance Analyst (Enterprise Compliance Risk Management)
AlphaSense Inc. (Remote)
11.2023 - 02.2026
- Led end‑to‑end coordination and completion of customer and vendor Due Diligence Questionnaires (DDQs) to support new sales, renewals, and RFPs, ensuring accurate and compliant responses.
- Maintain and update a centralized DDQ content library and database (Safebase & Notion) (e.g., Q&A, DDQ content management system) with approved, current, and consistent responses.
- Analyze complex client questionnaires (which can be 50-300+ inquiries) covering topics like investment strategy, risk management, compliance, IT/cybersecurity, ESG (Environmental, Social, and Governance), and firm financials.
- Work closely with subject matter experts (stakeholders) across departments, including Investment Teams, Legal/Compliance, Operations, Risk Management, and Sales, to gather and verify information.
- Contributed to driving company revenue via DDQ’s.
- Thoroughly assessed expert applications against recruitment compliance policies and organizational standards, successfully identifying and recommending qualified candidates for engagement.
- Managed and refined regulatory compliance records within Salesforce, elevating data accuracy and integrity while enhancing accessibility, which streamlined compliance initiatives and reduced processing errors.
- Interpreted and implemented complex regulatory compliance standards and ensured organizational adherence and mitigating risk across diverse industries.
- Assessed and verified company ownership structures and organizational relationships to ensure ongoing compliance with regulatory requirements and internal governance policies.
- Software: Zoom, Microsoft Office (Excel, Word, Powerpoint), Slack, Google Sheets and Salesforce, Safebase (Drata) and Sharepoint.
Research Analyst
Orange Tree Employment Screening
12.2011 - 09.2023
- Consistently achieved high production and accuracy standards to support team goals.
- Fostered client and vendor relationships, optimizing production timelines and outcomes while maintaining high accuracy levels.
- Helped establish modifications and quality control measures to influence research and data conclusions.
- Provided hands-on supervision and training for new hires, facilitating skill development and promoting compliance best practices.
- Optimized research processes and data integrity, managing federal documentation and auditing database results for enhanced accuracy and compliance.
- Presented key outcomes to the Records Director, enhancing workload forecasting accuracy.
- Coordinated scheduling of multi-panel drug screenings and vaccinations as part of the pre-employment process.
- Posted final drug and vaccination results to reports, ensuring accurate and timely documentation.
- Coordinated international research requests by securing and verifying country-specific prerequisite documentation to ensure compliant global employment screening.
- Managed project lifecycles from planning to execution, ensuring adherence to timelines and quality standards.
- Managed federal documentation for Georgia searches, D.O.T. consent forms, and SSA verifications, ensuring compliance and data integrity.
- Created PowerPoint presentations of quarterly metrics to provide data-driven insights for departmental performance reviews.
- Conducted NPDB (National Practitioner Data Bank) verifications to ensure compliance with credentialing standards.
- Conducted and reviewed Verisys FACIS verifications to maintain credentialing integrity.
- Leveraged data analytics and real-time updates to foster transparent, proactive client relationships, ensuring timely communication, managing expectations, and enhancing client satisfaction.
- Software: Jira, Deskpro Ticketing System, Footprint (ATS), ProSource (ATS), Office and Microsoft Teams.
Policy Processor
Homesite Home Insurance
05.2008 - 09.2011
- Coordinated communication by promptly notifying insurance agents and accounting departments of policy changes, ensuring up-to-date information.
- Streamlined the management of Rebuild Cost Questionnaires, resulting in more timely and precise property evaluations that improved client satisfaction.
- Reviewed and updated mortgage clauses, conducted personal property appraisals, and responded to general policy inquiries to promote clarity, accuracy, and regulatory compliance.
- Managed electronic policy document records to optimize storage efficiency and ensure prompt, secure accessibility via SharePoint.
- Ensured clarity and precision of documentation for updated systems, enhancing user comprehension.
Education
Associates - Business Administration
Cuyahoga Community College
Cleveland, OhioSkills
- Problem Solving
- Multitasking
- Attention to Detail
- Critical Thinking
- Due Diligence
- Regulatory Compliance
- Data integrity
- Quality Control
- Competitive Research
- Due diligence
- Compliance monitoring
- Legal research
- Project management
- Strategic planning
- Documentation and reporting
- Database management
Timeline
Convey Account Manager
Safeguard Properties
04.2026 - Current
Compliance Analyst (Enterprise Compliance Risk Management)
AlphaSense Inc. (Remote)
11.2023 - 02.2026
Research Analyst
Orange Tree Employment Screening
12.2011 - 09.2023
Policy Processor
Homesite Home Insurance
05.2008 - 09.2011
Associates - Business Administration
Cuyahoga Community College
Software
Zoom, Microsoft Office (Excel, Word. Powerpoint), Slack, Google Sheets, Salesforce, Safebase (Drata), Sharepoint and Notion.
Certifications
PROJECT MANAGEMENT PLANNING-PUTTING ALL TOGETHER Sep 2022
Project Management
PROJECT MANAGEMENT INITIATION-STARTING A SUCCESSFUL PROJECT Jun 2022
Project Management
FOUNDATIONS OF PROJECT MANAGEMENT Apr 2022
Project Management