Antoine Eason Email & Phone Number

Raleigh-Durham-Chapel Hill Area

·Research moderate to complex billing, claim processing, and reimbursement issues.·Identify trends and areas of opportunity that result in more efficient workflows.·Provide supporting documentation and analysis to internal and external clients as needed.·Review and reconcile payment histories by analyzing historical information.·Review claim information to ensure accuracy of claims payments to providers.·Communicate with various insurance carriers in reference to Workers Compensation claim inquiries.

·Strategized communications to Nonprofits about new Giving Marketplace platform.·Created and implemented procedures for facilitating deferred donations to Nonprofits.·Developed and managed donations tracking and reporting spreadsheets.·Maintained deferred donation reports.·Served as primary point of contact for corporate relations, planned giving, and employee matching for various Nonprofits.·Processed Giving Marketplace XTRAC inquiries.·Developed policies and procedures.·Met department goals and objectives.Notable Achievements·Top Nonprofit Consultant

Raleigh-Durham-Chapel Hill Area

•Processed Securities, Mutual Funds, and Bond transactions to and from donor-advised fund accounts.•Developed my understanding of trading markets and operations.•Served as primary point of contact (POC) for Financial Advisors in reference to transactions and inquiries on donor-advised fund accounts.•Assisted Financial Advisors with technical support to Giving Central, Fidelity Charitable and Wealthscape. •Utilized Salesforce to add and validate Advisors’ Entitlements; record Advisor, Advisor’s Firm, and Donor contact through Interaction Log.•Communicated with leadership to identify system products that will support and enhance departmental and company operations. •Developed a working knowledge of Fidelity systems including, RepApp, FBSI, XTRAC, FDOT, NICE, and ID Gateway.Notable Achievements:•Quality Master Award

Raleigh-Durham-Chapel Hill Area

•Collected and analyzed data to resolve problems in real time.•Reviewed client data to ensure factual information when making judgments about client qualifications.•Resolved various problems under minimal supervision and within established procedures and policies.•Reviewed and opened account requests from various Capital Markets business units.•Identified and supported the development of cross-border banking.

Raleigh-Durham-Chapel Hill Area

•Interpreted and drew accurate conclusions from financial and numerical material.•Complied, analyzed, and documented factors about loan data and credit risk.•Reviewed and evaluated income, tax analysis, financial statements, assets, and credit reports.•Evaluated and passed judgement to accept, counter or reject loan applications.•Analyzed and interpreted Desktop Underwriter (DU) results.

Raleigh-Durham-Chapel Hill Area

•Ensured identified risks and/or problems were clearly documented through interaction with appropriate parties for timely resolution.•Provided audit findings to Second Level Review in reference to denying a loan prior to proceeding to foreclosure.•Audited residential loans with a high degree of accuracy prior to final foreclosure sale.•Performed analysis on residential loans to determine if processes and documentation followed internal requirements, insurer guidelines, investor requirements, and/or government regulations.•Developed an in-depth understanding of various loan types: Freddie Mac, Fannie Mae, Federal Housing Administration (FHA), Veterans Affairs (VA), United States Department of Agriculture (USDA), Home Equity, Bank and Private, and Wells Owned portfolio loans. •Complied with Consumer Financial Protection Bureau (CFPB) and Dodd-Frank standards and guidelines.•Utilized SharePoint and Microsoft Excel for various procedure updates.Notable Achievements:•Site Leader of Q12 Committee•Shared Success Award: Fostering and Engagement-Based Culture•Shared Success Award: Teamwork and Partnership •Award: Making Wells Fargo a Better Place to Work