Identify, evaluate, and implement automation opportunities using Power Automate, Power BI, and related technologies to streamline compliance event workflows, reduce manual effort, improve data quality, and support scalable program administration. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.