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.

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.

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.

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.

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.