David Eresman Email & Phone Number

Greater New York City Area

• Primary liaison between First Hope Bank Wealth Management and the various Registered Investment Advisory firms we work with.
• Responsible for the management and administration of over 175 accounts with $270 million in assets that are part of the RIA platform.
• Evaluate potential new trust accounts to ensure they are viable for First Hope Bank’s acceptance of appointment as Trustee.
• Ensuring documents are properly drafted and processed for trust account openings, updates and closings such as release and waiver forms, indemnification forms, brokerage application forms and account review &.
• Participate in the development of new trust department policies and procedures as well as the continuous evaluation and updating of existing department policies to ensure efficiency and quality standards are met.
• In conjunction with previous responsibilities.

• Determine the validity of distribution requests presented by trust beneficiaries to ensure the request meets the conditions set forth within the trust document.
• Participate in continuous training to keep updated on current rules and regulations governing trusts.
• Analyze problems that might arise and implement solutions to prevent them from recurring.
• Co-ordinate the processing and filing of trust tax returns with the various CPAs firms we work with.
• In conjunction with previous responsibilities.

NJ

• Assisted in the management of a trust portfolio with over 150 accounts with over $200 million in assets.
• Continuously update and maintain the E-file database in an ongoing effort to become a paperless office.
• Verify and process trust account fee calculations on a monthly and quarterly basis.
• Manage the IRA, Life insurance and Charitable Remainder Unitrusts.
• Back up for the trust operations desk. With responsibilities such as processing trust account distributions, account reconciliation, and new account setup.

• Analyze current and new customer needs and wants as to match them to First Hope Bank product offerings ensuring satisfaction for both parties.
• Verify customer transactions such as ACH activity verification, fraud monitoring, and NSF postings.
• Perform various customer account maintenance such as but not limited to account upgrades, CD renewals, and wire transactions.
• Monitor and examine customer transactions to ensure bank compliance with the BSA, and then follow up with appropriate reporting to BSA officers.

• Develop and implement new production and product compliance procedures aimed at increasing employee productivity and product quality standards. This includes but is not limited to designing a custom hard drive imaging.
• Responsible for ensuring that computers and computer components meet internal performance standards.
• Responsible for accepting customer return merchandise and subsequently troubleshooting, repairing, and re-validating in atimely manner.
• Design, build and maintain medical grade computer systems.
• Assist the quality manager to ensure that International Organization for Standardization (ISO) standards are continually met and maintained.
• Implement custom Liquid Crystal Display (LCD) screens and computer systems for end users.

Bachelor'S Of Science Degree, Business Administration, 3.77 Gpa

Diploma In Computer Technical Support, Computer Systems Networking And Telecommunications

Associate In Science In Business Administration/Computer Science, Small Business Administration/Management