Thomas Mostyn Email & Phone Number

United States

Director - Client Asset Protection

Baltimore, Maryland Area

• Regularly prepare metrics for senior management to analyze volume trends and identify training opportunities across the team• Proactively manage all communication internally and externally to ensure timely and efficient responses• Work closely with our vendor, BUs, clients and auditors to manage, track, and escalate matters as needed guaranteeing our responses meet our SLAs requirements• Assist our vendor with locating accounts and positions confirming all audit responses are complete and accurate increasing the team’s our overall client service• Conduct quality reviews of incoming audits to ensure audits are completed in Compliance with our procedures and information provided is within the client authorization• Work in a high pressure environment where high volume production and strict deadlines are required to be met daily

Baltimore, Maryland Area

• Business Analysis• Spread new, renewal and interim financial statements and business and individual tax returns in accordance with bank guidelines.• Provide succinct analysis based on customers, peers, the portfolio, and the industry.• Provide preliminary analysis of simple to complex credits, including calculation of cash flow, debt service coverage, collateral coverage, and guarantor net worth.• Complete quality control reviews to ensure annual review/increase packages and analysis are thorough and accurate prior to forwarding for imaging.• Assist Credit Officers with preparation and review of Early Warning worksheets on high-risk clients, as well as preparation of default notices when necessary.• Distributed new, renewal and interim financial statements and business and individual tax returns in accordance with bank guidelines.• Provided preliminary analysis of simple to complex credits, including calculation of cash flow, debt service coverage, collateral coverage and guarantor net worth.• Conducted quality reviews of clients' books and records to assess their current collateral and ensure a strong financial status.

Baltimore, Maryland Area

• Customer service experience• Shipping management and coordination• Inventory control• Warranty claims handling

Baltimore, Maryland Area

• Retail sales and customer service experience• End-of-day/week/month reconciliations for total sales• Cash register and credit card training, operation and settlement• Warranty claims handling• Parts ordering and inventory control• Pool/spa installation and maintenance