Edmund Wright Email & Phone Number

Account Manager – Back End Servicing•Monitor approximately 150 accounts on a daily basis to prevent potential losses, resolve delinquencies and minimize charge-offs.•Analyze client accounts totaling over $3,000,000 and recommend course of action to correct the current financial status.•Communicate with various departments in providing financial and accounting data, necessary to resolve transaction errors. •Identify trends and implement strategies to maintain best in class service to all clients and meet company goals.•Offer solutions to all clients to maintain a strong client base.

Charlotte, North Carolina Area

Accountant – Capital Management (Contractor)•Reconciled the Asset Clearing account.•Researched and resolved monthly reconciliation variances as needed. •Set-up, adjusted, transferred and disposed of assets via Asset Manager.•Prepared and posted monthly journal entries.•Closed 460 CIP projects utilizing PeopleSoft.•Assisted in the Northeast asset conversion, which consisted of 14,000 assets. •Gathered audit information for the Medicare and Medicaid audits.•Performed various projects as assigned.

Summerville, South Carolina

Independent Contractor – Real Estate Agent•Negotiated loan modifications and short sales for clients in pre-foreclosure. •Assisted clients in gathering the required financial documents.•Evaluated client’s debt to income ratio.•Advised clients on market conditions, prices, mortgages, legal requirements and related matters. •Evaluated mortgage options to help clients obtain financing at the best prevailing rates and terms.•Investigated clients' financial and credit status in order to determine eligibility for financing.•Conducted training sessions for sales agents in order to improve sales techniques.

Charlotte, North Carolina Area

Auditor – Internal Audit: April 2003 – May 2006•Auditor in charge of the Wealth and Capital Management bank audits.•Documented and implemented Sarbanes Oxley, Enhanced Due Diligence and Know Your Customer audit procedures for the Wealth and Capital Management business units of the bank. •Performed Sales Supervision audit to ensure the bank was in compliance with Anti-Money Laundering and Bank Secrecy Act guidelines.•Performed Suspicious Activity Report audit and implemented audit procedures to ensure the bank identified, documented and accurately reported suspicious activity to the Financial Crimes Enforcement Network. •Performed Financial Statement audits to ensure the information presented in the balance sheet, income statement, cash flow statement and explanatory notes, taken as a whole, accurately reflect the financial position of the bank. •Performed Human Resources, Retirement Services and Employee Benefit Plan audits to ensure the bank was in compliance with ERISA, documentary and operational requirements. •Designed and executed audit procedures to provide sufficient audit evidence to conclude on the adequacy and effectiveness of the system of internal controls, compliance with applicable laws, regulations and policies, and the reasonableness of financial data.•Presented audit results and made recommendations to Senior Management in order to achieve corporate goals and financial objectives.•Budgeted and tracked hours required for audit projects.•Supervised staff of 4-5 individuals per project.•Received ‘Shared Success Award’ for exceeding expectations and teamwork on 3 different occasions.

Charlotte, North Carolina Area

Team Leader – IRA Department: May 2000 – December 2002 •Supervised, coached and motivated a team of 10 associates. •Reviewed and reconciled daily negative balance report to minimize the risk of financial exposure to the firm and client. •Project leader of the Individual Retirement Account (IRA) Fee Billing Automation project. •Tracked and evaluated the effectiveness and efficiency of the fee billing web site, used to invoice 45,750 full-service brokerage IRA accounts. This enhancement reduced prior year overtime by 50%.•Responsible for monthly invoicing and billing of annual IRA fees for approximately 6,000 discount brokerage IRAs. •Maintained database to document all IRA fee-related issues for over 111,000 accounts. •Coordinated the distribution of 1099R and 5498 tax forms to the Financial Advisors in 100 branches. •Received ‘Quarterly Service Award’ for outstanding service and teamwork.

Charlotte, North Carolina Area

Team Leader – ACATS Department: June 1998 - April 2000 •Supervised and coached a team of 8 associates. •Provided on-site transition for multi-million dollar producing Financial Consultants. •Documented and implemented departmental procedures, leading to the reduction of two full time employees. •Project Manager for ACATS merger integration between IJL and Wachovia.•Processed all incoming account transfers for the Captrust offices, the largest and highest revenue producing branches. •Monitored customer accounts for accurate transactions, moved securities and/or cash between brokerage accounts requiring legal documentation.•Approved disbursement of funds.•Trained 4 new employees.