Eric Roberts Email & Phone Number

Raleigh, Nc, Us

Raleigh, Nc, Us

Raleigh, Nc, Us

Lead and support various system enhancements while completing development, testing, validation, and sign-off of projects across the Loan Administration department with State Employees' Credit Union. • Create and maintain testing plans and scripts for each projects business requirements within Atlassian Jira software.• Lead in the transition of printing member statements and letters internally to a vendor, Venture Solutions. • Support various Credit Card initiatives which validated internal and external (Equifax & Experian) lending criteria for approved members.• Perform data sourcing and mapping reviews for Local Government and Latino Credit Unions separation from SECU.• Create and review test scripts for a new digital mortgage servicing platform 'ICE (Intercontinental Exchange)" formally known as "Black Knight" prior to acquisition.

Zurich, Ch

Finance Change - PC Strategy• P&L System Consolidation Project. Consolidation of three existing legacy reporting systems into one internal system.• Building on end-to-end delivery of UI/UX, Adjustments, Reporting, and Entitlements, that will change IT landscape for PC.• Analyze current system data feeds which will transition to a F1 platform reporting system.• Support database table build of underlying trade booking data elements for system functional requirements.• Conduct detailed business functional and non-functional requirement analysis to align systematic processes.• Create Jira’s for IT developers to review and action in order to reach target operating model.• Update IT developers backlog for assigned sprint. Reviewed progress of each sprint for completed tasks.• Test development results in SIT / UAT / DEV environments for accuracy of build.• Integrate Agile methodologies across project work streams to ensure project timelines and deliverables are met.

Zurich, Ch

Product Control Securitized Products Team:• Lead a team of four colleagues and oversaw daily and monthly reported P&L and inventory for Securitized Products Group.• Reviewed accuracy of loan documentation to ensure fundings were completed with private and government backed mortgages.• Checked underlying bond and loan products setup across internal systems which impacted downstream systems.• Participated in multiple new business initiatives and projects which streamlined the accuracy of systematic ledger reporting.• Reviewed and approved balance sheet and income statement account balances based on USGAAP reporting guidelines.• Provided QoQ and MoM financial market trend commentary and fair value leveling for regulatory reporting teams.• Approved Global Department and Book review of Trading and Banking attributions under ownership for capital requirements.• Point of contact with external audit (PWC/KPMG) for controlled process reviews and systematic balance tie-out completeness.• Supported IT and Front Office for various projects; ABS Whole Loans, IMBS, Convergence, P&L Consolidation (F1), WIN10.• Integrated change of net to gross revenue and expense reporting between the ledger and sub-ledger systems.• Interviewed potential candidates across entry level and management roles within the team.

Zurich, Ch

Product Control Securitized Products Team:•Reconciled daily P&L and monthly inventory balances, for various Fixed Income, Loans, Syndicate, and Conduit business lines.• Reviewed monthly payment cycles on residential and commercial loans to ensure principal and interest accruals are accurate.• Posted monthly PeopleSoft ledger entries to ensure proper account geography based on underlying inventory.• Lead on Account Ownership monthly sign-off reconciliations and present to senior management.• Coordinated with Legal Compliance and Legal Entity Controllers for accounting guidance related to specific loan businesses.• Incorporated new system architecture for an increased granular ledger adjustment tool based on regulatory guidelines.• Provided commentary of market drivers to reporting teams of MoM & QoQ variances.• Supported senior management with internal and external audit requests.• Orchestrated cross training across the team daily and monthly account ownership reconciliations.

Zurich, Ch

Asset Servicing Mortgage Back Securities Team:• Lead a team of five colleagues, transitioning roles from NY to Raleigh.• Oversaw and reconciled +20,000 residential and +5,000 commercial loans monthly by allocating +$30M of payments.• Reviewed residential loan documentation for expectated payments from borrowers.• Built relationships with servicing company counterparts to resolve front office inquiries on abnormal payments.• Provided senior management, front office, and middle office visuals of trends in payment cycles and through Ad-Hoc requests.• Provided management feedback for mid-year and year end performance reviews for team members.• Completed COE “Center of Excellence” Professional Program and New Manager Trainings.• Trained 10+ staff on relocation of roles and responsibility from Raleigh to Pune, India.

Zurich, Ch

London Dividend Accruals Team:• Trained on roles moving from London to Raleigh working in London hours within US time zone. (4am – 1pm)• Reconciled daily accruals based on dividend payouts for specific clients.• Reviewed position quantity breaks between front office and back-office systems.• Escalated and resolved tax inaccuracies a across team for daily reporting.• Primarily supports ADR (American Depository Receipt) & GDR (Global Depository Receipt) conversion for clients across multiple markets.

Zurich, Ch

Loans Participation Team: • Monitored International Loan portfolio to ensure life-cycle events were reflected in the system.• Built relationships with clients to ensure completeness and accuracy of loan lifecycle events.• Matched off cashflow events with system to ensure cash matches with loan event.• Updated client documentation to ensure CS name change was represented on all external documentation.• Completed Duplicate Account Project; Presented risk of sensitive information being sent to incorrect clients.• Trained staff in Pune, India for transfer of roles from Raleigh to align with cost saving initiatives.

Zurich, Ch

Reference Data Team: • Assigned tasks within system queue to setup new or update existing counterparty information.• Completed counterparty callbacks for settlement instructions for booked trades.• Updated processes and controls between multiple reference data teams. (Domestic / International / FX)• Built business relationships with internal and external clients for quick resolution of inquiries.• Lead multiple projects for large reference data updates needed based on changes to regulations.

• Assisted the project manager with daily operations, scheduling sub-contractors, and daily activity reports for the Fayetteville Street Renaissance and the Dorothy and Roy Park Alumni Center at NC State University. • Provided support of converting all one-way to two-way streets within the project scope.• Reviewed general safety of the job site to meet OSHA standards.

•Trained new hires to begin construction on the first phase of a 1.3-million-square-foot, three-story addition and renovation to the Carousel Center shopping mall.•Complied with green technology requisites for the issuance of Green Bonds for funding of the project.

Bachelor Of Science, Business Administration; Marketing

Education record