Enterprise Compliance Transformation Executive

Alison Stokes,

CRCM

Compliance Testing & Assurance Modernization Enterprise CMS Architecture Regulatory Exams & Supervisory Remediation AI-Enabled Compliance Transformation

Compliance executive engaged to stabilize fragmented control environments, strengthen enterprise governance, and build operating models that withstand regulatory scrutiny.

CRCM Certified First & Second-Line Leadership CFPB · OCC · FDIC · FRB AI & Compliance Modernization
Alison Stokes, CRCM

Compliance leadership forged in complex institutions.

For more than 15 years, Alison Stokes has led compliance functions during periods of regulatory change, operational strain, and enterprise modernization. Across JPMorgan Chase, U.S. Bank/MUFG Union Bank, and Experian, the engagement has been consistent: assess where governance is fragile, close regulatory exposure, and design operating models that hold under sustained scrutiny.

She has led first-line and second-line functions, partnered directly with federal and state regulators, and built enterprise programs spanning compliance testing, fair lending, consumer protection, complaint governance, policy management, technology oversight, and board-level reporting.

What distinguishes her is the ability to translate regulatory expectation into practical operating models institutions can sustain, execute, and defend.

35+
Federal & State Regulatory Exams, Audits & Supervisory Reviews Directed
$90B+
Consumer Lending Activity Supported Through Compliance Governance
18
Compliance Professionals Led Across North America & Costa Rica
15+
Years Building Enterprise Compliance Modernization Architecture

Areas of deep expertise

Seven functional domains built across the nation's largest banks, a global data analytics firm, and complex fintech environments — each requiring executive-level compliance governance under sustained regulatory scrutiny.

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Compliance Testing & Assurance Modernization

Architecting sustainable testing programs, QA disciplines, script governance, issue tracking, performance management, and future-state automation under regulator-facing conditions.

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Regulatory Exams, MRAs & Supervisory Remediation

Direct leadership of CFPB, OCC, FDIC, FRB, and state examinations, including inherited finding remediation, MRA closure, regulator communication strategy, and evidence governance.

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AI-Enabled Compliance Transformation

Designing practical use cases for AI, workflow automation, Archer optimization, automated documentation, and scalable regulatory control monitoring across complex compliance environments.

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Fintech, BaaS & Financial Crimes Oversight

Second-line advisory and governance support for embedded finance, fintech partnerships, BSA/AML controls, third-party oversight, and consumer protection alignment across digital financial services.

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Enterprise CMS Architecture

Designing scalable compliance management systems inclusive of procedures, governance committees, controls, inventory management, issue escalation, and board reporting.

⚖️

Fair Lending & Consumer Protection

Deep expertise across ECOA, Reg B, FHA, HMDA, FCRA, UDAAP, CRA, marketing reviews, complaints, and disparate impact monitoring across the full lending lifecycle.

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Reporting, Analytics & Executive Risk Intelligence

Building executive dashboards, committee reporting, KPI/KRI frameworks, Power BI visibility, and data-driven compliance insights that support board and leadership decision-making.

Three institutional chapters. One consistent leadership pattern.

Entering complex regulatory environments, identifying where compliance infrastructure is fragile, and building the governance and operating models necessary to restore confidence — across some of the nation's most scrutinized financial institutions.

Director, Compliance Operations — North America
Experian · Remote

Recruited to build and mature North American Compliance Operations amid heightened audit scrutiny, inherited control fragmentation, and growing executive demand for scalable compliance infrastructure, with executive oversight spanning compliance risk assessments, monitoring and testing, regulatory examinations, complaints governance, reporting, training, policy management, issue remediation, and compliance technology modernization across a $30B+ consumer asset portfolio and 20+ partner programs.

Served as second-line owner for FCRA and consumer data protection compliance, partnering extensively with Product, Legal, Analytics, and business leaders to translate regulatory expectations into scalable controls across data-enabled financial services.

Led Project Odyssey, a multi-workstream compliance modernization initiative designed to remediate inherited governance gaps, rebuild testing discipline, modernize Archer workflow execution, elevate executive reporting, strengthen issue accountability, and establish an AI-enabled future-state operating framework for North American Compliance Assurance.

Senior Vice President, Business Compliance Executive
MUFG Union Bank / U.S. Bank · San Diego, CA

Served as principal first-line regulatory advisor across large-scale consumer lending operations over a 13-year tenure, providing strategic leadership across fair lending governance, product and technology compliance review, policy and procedure design, issue management, complaint oversight, marketing review, capital markets advisory support, and regulator-facing examination readiness.

Directed Risk and Control Self-Assessments, enterprise mitigation planning, control design, and executive governance reporting across mortgage, credit card, consumer loan, and small business lending channels supporting more than $90B+ in regulated lending activity.

Recognized as the business-aligned compliance executive trusted to translate regulatory expectations into practical, scalable operational controls while serving as direct liaison during CFPB, OCC, FDIC, FRB, and Internal Audit reviews.

Senior Compliance Officer
JPMorgan Chase · San Diego, CA

Second-line compliance partner for residential lending and credit card business lines. Fair lending oversight, control design, CRA program governance, and regulatory advisory across consumer products. Foundational grounding in consumer banking regulation and enterprise compliance methodology.

Operational Foundation
Washington Mutual Bank · TREO Funding · Bank of America

Hands-on experience across the full mortgage lifecycle — origination, underwriting, funding, and servicing — providing the operational foundation for every compliance leadership role that followed.

Executive Inquiries

Enterprise transformations

Three representative engagements where compliance infrastructure, governance discipline, and regulatory readiness required material rebuilding.

Experian

Project Odyssey & North America Compliance Operations Maturity

Designed the future-state compliance operations model across testing governance, regulatory exam management, complaints oversight, reporting, Archer workflow integration, issue remediation, staffing, and AI-enabled modernization under supervisory pressure.

MUFG Union Bank

Fair Lending Program Stabilization

Strengthened first-line consumer lending compliance governance across large mortgage and retail portfolios through disparate impact monitoring, HMDA integrity, ECOA/Reg B controls, complaint analytics, and regulator-facing readiness across a sustained 13-year engagement.

Enterprise-Wide

Compliance Reporting & CMS Maturity

Built executive reporting dashboards, policy and procedure ecosystems, issue management governance, KPI/KRI structures, and board-facing visibility models that increased leadership transparency and regulatory confidence across multiple regulated institutions.

Insights & thought leadership

Third-party confirmation of what the record shows

From senior leaders who observed the work directly.

OCC Fair Lending Examination Outcome

The OCC stated that we did not treat Hispanics differently and met FHA requirements. Our processes are consistent and they did not see variances in our processing. Thank you for all of your efforts and dedication, as well as your amazing partnership.

DC
Diana C.
Regulatory Business Control Group Manager
Regulatory Rigor & Operational Leadership

Your thorough approach, grounded in actual regulatory citations, is a model for how to deal with many such issues. This is the sort of work that elevates the company and allows all parties to focus on real risks rather than creating self-inflicted spirals.

MH
Michael H.
Head of Retail Lending Operations
First-Line Analytical Independence & Compliance Depth

In my 25+ years of working with Compliance professionals, Alison stands above them all. She does not lean on the second-line compliance team to do her job. Instead, she conducts her own analysis of each regulatory question, drafts a summary, and provides it to second-line when their concurrence is needed. Anyone who hires her will be extremely grateful they did.

HB
Heather Brieske, CRCM
VP, Sr. Risk & Compliance Manager

The full picture of who I am

01

Executive Mentor

For 20+ years I have mentored small business owners and emerging professionals through MicroMentor and the African American Board Leadership Institute. Giving back is not separate from my professional identity — it is part of it.

02

Entrepreneur & AI Builder

I am developing two consumer-facing web applications and applying AI tools practically across compliance automation, reporting, and business operations. Building products has sharpened my understanding of what it takes to bring ideas to market responsibly.

03

Real Estate Investor

I actively invest in real estate, which reinforces the same discipline that defines my compliance work: understanding risk, reading regulatory signals, and making decisions with long-term consequence in mind.

Let's start a conversation

Whether you are exploring a compliance leadership opportunity or simply want to connect, I am open to the conversation. Open to executive advisory conversations, strategic consulting engagements, and select senior leadership opportunities.