Charles Henderson
Vice President at Truist Bank, Relationship Manager, Corporate Trust and Escrow Services
- Role
- Vice President, Relationship Manager, Corporate Trust and Escrow Services at Truist Wealth
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
About Charles Henderson
Experienced Relationship Manager with a demonstrated history of working in the financial…
Experience
Vice President, Relationship Manager, Corporate Trust and Escrow Services
Jan 2011 — Present · Richmond, VA, US
VICE PRESIDENT, INSTITUTIONAL INVESTMENT SOLUTIONS RELATIONSHIP MANAGER, ESCROW SERVICESProvide escrow solutions to large institutional clients during M&A activity, for subscription agreements, IRS 1031 transactions, construction escrows, depository agreements and litigation settlements.• Manage relationships with over 380 accounts, 900+ clients and $2 billion in assets• Negotiate Escrow and Trust Agreements with clients and attorneys to ensure that internal and external policy and procedures are followed• Liaison between clients, outside legal counsel, and internal SunTrust legal• Coordinate with Anti Money Laundering team during implementation phase• Monitor extensive Federal Reg 9 legal fiduciary requirements for client portfolio• Create, monitor and maintain 1099 tax reporting for portfolio• Primary contact for department’s business continuity plan• Interpret USA Patriot Act requirements and ongoing monitoring, ensuring compliance with Federal and banking regulations• Work directly with Business Development Officers in the acquisition of new clients• Offer overview of Truist Bank escrow services ongoing for client relationship needs, expectations and operational requirements• Track and report new business revenue and ongoing additional client revenue to senior management team on a monthly basis• Meet with referral partners within Truist and outside legal firms who partner with other referral sourcesAccomplishments:• Won a 90 million dollar relationship as a result of responsiveness to client• Developed relationship with large law firm and as a result serve as their exclusive escrow agent• Grew book of business by 300% through exemplary service to new and existing clients
Education
Virginia Tech
Finance
Virginia Tech
Finance, Finance, General
2000 — 2004
Skills
- Microsoft Office
- Organization Skills
- Networking
- Spanish
- Brazilian Portuguese
- Time Management
- Team Building
- Management
- Leadership
- Coaching
- Linguistics
- Security
- Social Media
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