Skip to main content Main content

PROFILE

Jim

National Bank Examiner, Asset Management

San Francisco, Calif.

As a young examiner, I remember telling my supervisor, ‘I think I’m going to make a career out of this.’ More than 37 years later, I’m still excited to come to work every day.


Education: Western Illinois University, BS in finance
Joined OCC: 1978

Joining the Office of the Comptroller of the Currency (OCC)

Banking has always intrigued me. I started as an associate bank examiner shortly after college, and I found the work incredibly engaging. As a young examiner, I remember telling my supervisor, “I think I’m going to make a career out of this.” More than 37 years later, I’m still excited to come to work every day.

At the OCC

I started in the Central District out of the Detroit field office and worked there for almost 35 years before moving to San Francisco. I’ve worked in other areas of examination but have always found asset management fascinating. I’m designated as a fiduciary expert in asset management and serve as a national resource for our banks and examiners. I spend a lot of time at large national banks and have even had the opportunity to work internationally.

What I Enjoy Most About My Work

Asset management is a dynamic field. It’s not the type of work where you’ll sit at a cubicle and do the same thing every day. It’s an area of examination that requires you to ask questions, analyze, and research constantly. Everything that happens in the financial world affects the institutions we supervise, and the environment changes almost daily.

On Mentorship

I’ve done quite a bit of mentoring throughout my career. It’s always exciting when a young examiner “gets it.” It’s more rewarding than any type of examination. Having great mentors is one of the reasons I’ve had such a successful career, and I’m trying to give back. Helping younger employees at the agency will be my legacy.

On Career Development

The Office of the Comptroller of the Currency has supported my professional growth. I think that’s something that sets the agency apart from other financial organizations. I do a lot of recruiting and interviewing, and the support the agency provides employees is one of the most enticing benefits. New examiners are given challenging assignments and have the freedom to make decisions. Within six to eight months, you might be presenting your findings to bank presidents or management. That’s not something you’ll find at other institutions.


All Profiles >