Jason Edwards Email & Phone Number

Lake Mary, FL, US

Lake Mary, Florida, United States

Lake Mary, Florida, United States

• The Margin department works collaboratively with the operations teams of our clients and internal departments within Pershing to monitor, report, and ensure regulatory compliance in investor accounts.
• Investor account monitoring and reporting.
• Identifying risk and exposure for escalation.
• Issuing and following up on margin calls, cash account delinquencies and technical short securities.
• Research and prep reports for weekly Ops Risk meetings.
• Ensure investor trades are Regulation T compliant.

Lake Mary, Florida

• Coordinate electronic approval of invoices.
• Process invoices and check requests in Concur Invoice and review for accuracy.
• Identify relevant expense/asset account and cost centers by analyzing invoices/expense reports.
• Perform analysis to identify missing recurring invoices.
• Research and help answer vendor inquiries on invoice payment status.
• Monitor vendor accounts to ensure payments are up to date.

Orlando, Florida Area

• Supported a high volume of inbound customer inquiries and requests while delivering exceptional customer service and problem resolution.
• Served as point of contact for all suppliers related to Accounts Payable concerns, payment terms, and follow up items.
• Enforced all Company procedures, policies, knowledge database, and other reference materials to assist in answering customer inquiries.

Orlando, Florida

• Prepared numerous documents for scanning while consistently reaching 98% accuracy or higher.
• Created and researched jobs in the Swiss Rescan and MyQ queues in accordance to the ever-changing department matrix.
• Selected to be Career Ambassador two years in a row for Document Control.
• Participated in and became SME (subject matter expert) of Phoenix mail pilot program.
• Provided supplemental department support to meet critical cut-off times or high volumes spikes throughout the year.

Altamonte Springs, Florida

• Improved daily efficiencies in operations for client pick-ups, employee scheduling, and overall oversight of the department.
• Secured and collected client files for processing in accordance with outlined protocol.
• Organized client’s confidential documents ranging from Healthcare, Financial, and Legal industries for quick, on-demand access upon request.
• Ensured quality assurance and security standards were in place for processing/storage of sensitive data.
• Conducted routine audits of production schedules for transfer of assets.

• Managed all of the shipping and receiving for entire company
• Securely packaged and shipped training materials for clients to both regional and international locations.
• Organized and managed inventory of training materials of various media for safe and secure housing.
• Contacted vendors to restock training materials on a rotational basis for current data management.

Orlando, Florida Area

Screened calls for the Scott Anez show using TelosUploaded and cut up audio files for online podcasts using Adobe AuditionBasic Audio Engineering training

Generated leads for new customers by way of marketing, referrals and networking in the communityAveraged 8-10 leads a week and 2 leases a month for high volume apartment complexes and other clients in the Central Florida area.