Landon Carter Email and Phone Number
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Experienced Operations Analyst with a demonstrated history of working in the financial services industry. I am qualified to analytically research accounts, input financial adjustments, maintain service level agreements (SLA), comply with procedures & regulations, & address customer inquiries. My qualifications from previous roles include training teammates, process improvements, developing presentations, projects, leading meetings & addressing escalations. I have experience working in a zero tolerance for error environment & making decisions with ambiguous information. I am capable of using analytic tools to create pivot tables, statistical assessments, queries, databases, & graphs to quantify results. Strong operations professional with a Bachelor's degree focused in Accounting from Kennesaw State University - Michael J. Coles College of Business.
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Capital Markets Operations Specialist IiiTruist Jun 2024 - PresentCharlotte, North Carolina, UsFX Settlements (Foreign Exchange)
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Capital Markets Operations Specialist IiTruist May 2021 - Jun 2024Charlotte, North Carolina, UsInterest Rate, Equity, Commodities, Options and Futures Derivatives Settlements.Daily processing of all Listed Options, OTC Options, Futures, and Derivatives transactions done by the Swap Dealer.Resolved trade break discrepancies between dealer banks related to netting, holidays, rates, and number of days. Point of contact for all client inquiries related to advices, rate resets, and appropriate settlement instructions.Knowledge of Derivatives transaction booked in Calypso and Imagine trading system.Communicated daily with Marketers, Relationship Managers, Community Bankers, and clients regarding swap settlements.Managed the accounting and clearing of general ledger accounts for ACH, Wire, Deposits, and Calypso generated posting.
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Operations AnalystTruist Dec 2019 - May 2021Charlotte, North Carolina, UsBB&T and SunTrust merged to become Truist Bank effectively December 2019.
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Operations AnalystSuntrust Oct 2017 - Dec 2019Charlotte, Nc, UsDuties include updating cost, pricing and rates at the bank and market level.Responsible for maintaining bank and product control segments such as earning credit rate (ECR) & interest rates.Ensured the accuracy of the month end billing statements for all business accounts. Performed data mining from the Account Analysis system to produce reports for projects or for monthly production work using various tools such as Excel, Access, Easytrieve & other mainframe reporting tools.Communicated with Product Managers, Relationship Managers & Treasury Sales Officers on client inquiries and Services. -
Sr. Fraud Analytics SpecialistSuntrust May 2015 - Oct 2017Charlotte, Nc, UsPerformed quality assurance (QA) on cases meeting Suspicious Activity Report (SAR) filing to the Financial Crimes Enforcement Network (FinCEN) in accordance with the Bank Secrecy Act (BSA)Presented reports to workgroups evaluating investigator quality and accuracy rate monthlyUpdated procedures to reflect process changes and regulatory advisories issued by FinCENProvided coaching & guidance to teammates concerning FinCEN regulationsGenerated reports to provide visibility to work groups on cases aging within work bucketsUsed analytic tools to create pivot tables, statistical assessments, flowcharts, databases, & graphs to quantify results
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Lead Operations RepresentativeBank Of America Feb 2014 - May 2015Charlotte, Nc, UsAssisted with directing workflow for loading returned items into IRX queues/traysProvided coverage to various senior functions such as production control & sending high dollar notifications to partner banks Facilitated process changes & drafted procedures to implement into workflowResearched electronic payments & paper items to be counterbalance from suspense account according to proceduresUtilizes bank systems to research return items & exceptions to correctly process items by posting to a customer’s accountCreated excel spreadsheets to reconcile suspense accounts, improve productivity & efficiencyReviewed various reports to research items & find resolution to clear exceptions dailyAssisted varies lines of businesses regarding exceptions & providing guidance on subject matterPoint of contact for daily reporting of Returns & Exceptions volume into Mitts databaseEnsured all exceptions were cleared from returns general ledger accounts in accordance with SLA -
Research & Adjustments IBank Of America Nov 2012 - Feb 2014Charlotte, Nc, UsAssisted in conference calls & drafted letters with manager & business partners (Risk, Control, Legal, & Compliance)Tracked escalations for SCRA to be reported to Department of Justice for quarterly reviewReviewed inquires & updated credit card accounts in accordance with SCRA Managed level 3 queues for discrepancies between adjustment totals for reviewers 1 & 2Shipped FedEx/UPS correspondences received from customers & other lines of businesses to be scanned into SCRA queues Reviewed credit card accounts daily to assure quality & control for SCRASuppressed banks fees & lowered annual percentage rates (APR) for qualified service membersPerform financial adjustments to forgive interest & fees for qualified service members
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Fraud Analyst IBank Of America Sep 2011 - Nov 2012Charlotte, Nc, UsReviewed fraudulent debit card activity for the prevention & detection of fraud. Verified account activity & flagged fraudulent transactions with customers/clients over the phone.
Landon Carter Skills
Landon Carter Education Details
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Kennesaw State University - Michael J. Coles College Of BusinessAccounting -
Kennesaw State UniversitySport And Fitness Administration/Management
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Georgia Highlands CollegeGeneral
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North Cobb High SchoolGeneral
Frequently Asked Questions about Landon Carter
What company does Landon Carter work for?
Landon Carter works for Truist
What is Landon Carter's role at the current company?
Landon Carter's current role is Bank Officer, Capital Markets Operations Specialist at Truist.
What is Landon Carter's email address?
Landon Carter's email address is la****@****ust.com
What is Landon Carter's direct phone number?
Landon Carter's direct phone number is +140481*****
What schools did Landon Carter attend?
Landon Carter attended Kennesaw State University - Michael J. Coles College Of Business, Kennesaw State University, Georgia Highlands College, North Cobb High School.
What are some of Landon Carter's interests?
Landon Carter has interest in Human Rights, Education, Economic Empowerment.
What skills is Landon Carter known for?
Landon Carter has skills like Accounting, Account Reconciliation, Banking, Microsoft Excel, General Ledger, Outlook, Access, Powerpoint, Microsoft Powerpoint, Operations Management, Microsoft Word, Leading Meetings.
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