Carolyn Casulo

Analyzed and validated Spanish-language datasets to improve large language model performance and led quality reviews of junior auditors to maintain data accuracy and operational standards.

Implemented AI-assisted data validation and automation to improve accuracy and efficiency, analyzed large datasets to surface product usage trends and provided actionable insights to cross-functional teams.

Synthesized complex financial information to provide personalized investment and retirement guidance using digital planning tools and internal analytics, and collaborated cross-functionally to resolve product and support issues.

Managed client relationships by assessing financial needs and recommending products, promoted digital and mobile banking adoption to improve client experience and operational efficiency.

Evaluated loan applications and conducted financial analyses to determine borrower eligibility, leveraging digital loan origination systems to streamline workflows and improve turnaround times.

Performed quality control on digital inspection reports to ensure compliance and data accuracy, prepared risk reports, and trained new team members on standards and workflow tools.

Earned the Certified Scrum Product Owner (CSPO) credential to demonstrate knowledge of product ownership and agile practices.

Completed licensing courses for Series 6, Series 63, and life insurance to obtain financial services credentials.

Completed NMLS mortgage licensing training to meet regulatory requirements for mortgage professionals.

Completed CompTIA certification coursework to support foundational IT knowledge and skills.

Completed a Bachelor of Science in Information Technology with a Minor in Business, focusing on IT principles and business fundamentals.

Completed an Associate of Arts in Computer Animation with coursework in animation and digital media production.