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• Approved thousands of wire disbursements in compliance with internal procedures and FATCA regulations• Worked closely with global custody desk in receipt and disbursement of foreign currency; resolved internalissues with FX process• Trained analysts on wire process; assisted training new managers on internal procedures and review process• Reviewed deal documents for new deals and amendments• Attended industry conferences and participated in on-site client visits

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• Processed CRE, securities financing, ABS CDO, and custody deals with no payment or reporting errors• Enhanced payment calculation spreadsheets to minimize manual inputs resulting in fewer processing errors• Tested multiple system upgrades including CDO Suite and Crystal Reporting

• 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• Utilized performance ratios and graphical presentations to develop annual financial earnings reports along with peer group benchmarking analyses to determine the financial health of clients• Interacted regularly with clients and members of trade organizations; traveled to client sites yearly to collect data and strengthen relationships• Communicated with other departments as necessary to ensure all the needs of the client were seamlessly integrated• Assisted in training of new employees through group internal training and one-on-one instruction