Manager, Audit Services
(909) 214-9993 firstname.lastname@example.org
As Manager of Audit Services, Jerry Carter provides internal audit services and compliance audits for credit unions nationwide. Jerry provides assistance to credit unions in helping them determine the adequacy and effectiveness of management control systems, the efficiency of economic resources utilized and the attainment of management goals and objectives.
Prior to joining PolicyWorks, Jerry provided similar services as a team member of the California and Nevada Credit Union Leagues. Jerry has been in the financial services industry for more than 30 years, spending the last 16 years in the credit union movement. In 1994, Jerry joined American First Credit Union in California, where he spent 15 years as the Assistant Vice President of Internal Audit, overseeing the internal audit, compliance, and loss prevention functions and serving as the credit union’s BSA/OFAC Compliance Officer.
Jerry is a Credit Union Compliance Expert (CUCE) and holds a Master’s Degree in Business Administration from California State University, Fullerton.