Before taking time off for personal reasons, I spent seven years in this role, navigating client transactions and executing annual account review audits, daily account reviews, and overdraft reporting. I actively established and maintained transparency and engagement with clients and processed corporation actions, tenders, exchange offers, and CUSIP Requests via DTC for clients. Additionally, I executed eligibility requests on the DTC UW Source System, FRAC memos, and closing calls with underwriting to create new BNYM position.Key accomplishments include: • Oversaw a portfolio of high-touch insured bonds clients including AMBAC, Financial Guaranty Insurance Company, and MBIA / National Public.• Responsible for approving the distribution of Principal & Interest Payments, ensuring premiums are paid accurately to insurance companies.• Accurately prepared monthly and quarterly reconciliation reports, as well as respond to payment inquiries with efficiency.

Originally, I took this position to hone my sales skills, and through my two years in this role, I did just that. I spent my tenure advising on bank products and services across business lines to new and existing clients; I cultivated strong relationships with groups across the organization, while executing projects and initiatives to boost operational efficiencies. This position involved attending networking events with clients, collaborating with internal and external counsel for review and negotiations on new deal governing documents, holding meetings on business compliance and policy updates, as well as handling AMLOC and PEP inquiriesNotable contributions and accomplishments include: • Generated +$1M in total revenue through securing new business with clients including Celgene Biopharmaceuticals, B&G Foods, Inc., South Jersey Gas, Penske Automotive, Curtiss-Wright, WebMD, and Automatic Data Processing.• Boosted Corporate Trust Revenue for existing clients by 10% over three years through engaging Deal Administration teams to facilitate efficient closing processes.• Presented new deals for approval to the US/EMEA Business Acceptance Committee, communicating details of the transaction and the structure.• Spearheaded special projects including Global Securities Processing Conversion, which transitioned +100 accounts to a new web-based portal and accounting system.• Developed comprehensive account plans featuring revenue targets as well as fee proposals relevant to business transactions.• Reviewed Offering Memoranda, Private Placement Memoranda for issuers and underwriters to close new deals.• Performed key client-related tasks including capturing calls in Salesforce calendar management application, evaluating requisitions, and resolving disputes on several internal and external matters.• Ensured tax documentation was filed with appropriate internal utilizes, while navigating Clearinghouse / Credit meeting with client executives.

For more than a decade, I served as a VP, focused on executing analyses and reviews on new debt deal financing documents. I provided guidance and expertise on deal closings with clients and deal counsel, maintained compliance across day-to-day account administration with local and federal regulations, and fostered strong connections with internal and external stakeholders, including clients' counsel. I also pursued new business opportunities and referrals to drive growth, while calculating interest rates invested and redeemed cash including fund transfers.Key accomplishments include: • Diligently managed a diverse book of business including Société, Générale, Wells Fargo, CIBC World Markets, Freddie Mac, CDC/IXIS, CBS, Credit Suisse London, Aon Capitol Manager and Aetna Health, CIGNA, and Prudential Insurance Companies.• Successfully structured a $6B Custody / Collateral transaction with Wachovia Bank and Barclays Bank, which involved facilitating dynamic collaboration and coordination among several internal teams.• Implemented the Quality First Customer Survey as a member of the BNYM Six Sigma "Client First" initiative.• Played a key role in project management committees for the GCT Strategic Initiatives and Relationship Managers Pain Points Project, actively implementing a tailored system to address departmental and client communication needs.

Trust Officer (Escrow Division)