Chuck Shaffer Email & Phone Number

Columbia, MD

Baltimore, Maryland Area

• Managed relationships with multiple tier one clients
• Oversaw groups of analysts to ensure that deliverables to clients and payments to investors were being met
• Developed new efficiency tools that significantly reduced reporting processing times; implementedcompare process to reduce review time for clients
• Transitioned large client from satellite office; addressed client concerns with previous manager and teamand instituted SLA to ensure more timely data tie-out and report completion
• Collaborated with multiple internal teams to resolve processing and payment issues
• Subject Matter Expert on TranStar initiative for bond payments

Columbia, MD

• Managed production for 40 deals; ensured all payments were made and all reports were posted on time;confirmed proper EUC procedures were being followed
• Worked through multiple deal issues including Optional Redemptions, Terminations, Physical CertificateTransfers, DWACs, Note Surrenders and Amendments; primary WF contact for multiple deal Terminations
• Led CMBS Document Review Project; reviewed 90 CMBS deal documents to determine if ticklers orwaterfall/EOD triggers were required
• Escalation point for Analysts; primary contact point for Relationship Manager
• Led project to migrate 45 CMBS deals to CDO Suite for daily cash reconciliation
• Transferred two Re-REMIC deals to CDO Suite for processing, resulting in more detailed reports, moreefficient processing, and better control

• Performed annual cost studies for telecommunications companies to maximize clients’ return on investment
• Analyzed general ledger and trial balance to ensure clients were compliant with Part 32 accounting guidelines
• Completed yearly analysis of clients’ outside plant facilities, central office equipment, and how traffic flows over telephone and data networks
• Assisted clients in developing three, five, and ten year budgets and forecasted based on these budgets, attempting to minimize yearly true-ups
• Strategized with clients’ upper management on ways to maximize revenues and minimize costs in a constantly changing regulatory environment
• Performed annual and quarterly regulatory filings submitted to the FCC and USAC