Full Name

Email Address

Phone No: +1-202-555-0183

City and State

Have you directly worked on an OCC, FDIC, or state bank charter application or approval process?

What was your direct role in regulatory strategy or charter work? Led or co-led charter strategy, Drafted application materials (business plan, capital plan, etc.), Supported research / analysis only, No direct involvement - please describe your experience.

Have you directly engaged with regulators (OCC, FDIC, Federal Reserve) as part of your work? If so, which regulators and in what capacity?

Which of the following institutions have you supported? National bank (OCC), State-chartered bank, Fintech pursuing bank charter, Non-bank financial institution only?

Briefly describe the key steps involved in obtaining a U.S. bank charter (OCC or state).

Have you worked with fintechs pursuing bank partnerships or charters? If yes, briefly explain your role.

Provide an example of how you advised a client or institution on regulatory strategy or licensing approach.

This is a part-time, high-impact role requiring independent execution. Are you comfortable operating with limited direction?

Which of the following best describes your experience with bank charter applications? I have led one or more charter applications, I have contributed meaningfully to a charter application, I am familiar conceptually but have not worked on one, No experience

Which of the following have you personally contributed to? Bank charter application, Business plan for regulators, Capital/liquidity plan, BSA/AML compliance framework, Risk governance framework.

What is your ideal start date?

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