Mike Congdon Email & Phone Number

Kansas City, Missouri, United States

Kansas City, Missouri

Kansas City Mo

Daily Responsibilities:Research and provide analysis of current and new federal and state regulations to various internal and external business partners to ensure policy, and system compliance.Handle the trust tax administration for over thirty-thousand trusts, including the preparation and filing of federal and state tax returns, and responding to state and federal tax notices, while making the process more efficient and cost effective.Prepare shareholder tax forms, and the filing of various federal and state tax form and withholding information.Work with various business areas to analyze and resolve various client tax issues.Represent American Century on various industry wide tax committees, including DST Regulatory and the ICI.Analyze collateral and online content for compliance, and provide updates due to regulatory changes or errors.Create and analyze data queries to provide client and fund information used for various projects, board reports, and other types of requests.Represent the Tax Team on various internal and external projects to ensure regulatory compliance.Accomplishments:Worked with IT to create online consolidated balancing reports for tax jobs to save time, costs and streamline processes.Created procedure manuals that have been used by external vendors as best practice documents.Played a key role in the development of a process to inform clients of tax form availability status, including creating queries to identify clients who will receive or not receive a tax form. This has resulted in better informed clients and reduced calls during tax season.Designed a solution to systematically provide cost basis information to over 90,000 trusts, which reduced client calls and resulted in an annual known savings of $28,000+.

Kansas City, Missouri Area

Daily Responsibilities:Handled incoming bank transmissions for direct deposit, checkwriting, and wires.Served as system and process resource for other team members and internal business partners.Researched and resolved issues dealing with rejected transactions and corrective processing.Participated in various internal and external projects to ensure systems worked properlyAccomplishments:Created process to bring the signature verification process in house. This included training other team members, and creation of more efficient process to route images to other business areas for research, which saved time and resources.Worked with another department manager to provide information to an external client about a process, which resulted in the external client adopting the process for their own organization.Identified and resolved an issue with bank transmission totals. This included resolving the issue and implementing a new process that resulted in a streamlined process for both American Century and the bank.

Lawrence, Kansas

Managed banking center operations, including monitoring transactions and accounts for fraud activity, semi-annual audits for the bank.Managed the teller staff, including hiring, scheduling, monthly audits, coaching, and performance reviews.Responsible for researching and resolving customer issues. Responsible for managing money in the vault to ensure enough cash was on hand for customer needs, balancing and preparing vault shipments. Maintained compliance documentation, including any fraud issues.Responsible for the annual security training of the staff.Backed up sales staff and banking center manager with opening new accounts and other sales initiatives. Created teller training manual that was used by regional banking centers in Topeka.

Psychology, Business Administration

Psychology

Hs Diploma, General Education

Diploma, General Education