Introducing...
Hoi Luk, CRCM, CAMS
President
As your primary contact, Hoi is responsible for client and project management oversight. His operations, enterprise risk management, internal audit, and regulatory compliance expertise spans more than 25 years with specialties in the Bank Secrecy Act, regulatory compliance, residential mortgage lending, and asset quality reviews.
Hoi was most recently the executive vice president, Chief Operating Officer/CRA Officer, at a community bank, where he was responsible for BSA, Central Operations, Information Technology, Regulatory Compliance, Retail Branch Operations, and Vendor Management, including internal audit providers.
Hoi was also a senior manager at a large regional consulting, accounting, and tax firm; a regional director at the world’s largest global provider dedicated to banking and payment technologies; and a director at a leading national business consulting, accounting, and tax firm, where he was responsible for risk management consulting services.
H. Keifer Kendall
Consultant
Keifer has over 20 years of experience in the financial industry focused primarily in lending; residential and commercial.
After working 15 years as a corporate operations manager with an international distributor of electronic components, he transitioned into the residential mortgage space as a loan purchasing coordinator with a mortgage company. Further advancing his career; Keifer moved into commercial lending as a commercial loan review field coordinator with one of the largest regional CPA firm based in New York, the past nine years working with community banks and multi-national banks of various asset sizes.
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call our office at 626-840-2700. Thank you.