Eric J. Rosenthal

About Eric J. Rosenthal

Financial Services Operations professional with over 10 years of experience focused on…

Experience

1. Account Manager (Computershare Corporate Trust Us) Cct

   Computershare

   Nov 2021 — Present

   Manage complex accounts, using matrix management. Ensures the accurate establishment, administration and operation of the accounts. Ensures customers’ needs are heard, considered and responded to, yet balances those needs in light of risk management policies, procedures and guidelines. Responsible for the ensuring the effective delivery of all administrative and operational services. Responsible for reading and interpreting trust and other legal documents in order to identify administrative requirements and responsibilities. Support the Structured Product Services division in providing analytical and legal document support to upper management and legal counsel Evaluating, and interpreting settlement agreements for different Residential Mortgage Back Security transactions to ensure the proposed solution is consistent with the governing documents Work closely with Relationship Managers to answer inquiries from Investors, KPMG, Rating Agencies, and other external party inquiries Onboarding and maintaining New Deal setup for various Lines of Business at Pre-Closing by interpreting legal documents to determine and verify pertinent information whilst updating various systems to allow internal groups to reference and utilize in order to fulfill client requests. Accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements Support audit related initiatives to minimize risk to Computershare

Skills

• Mortgage Banking
• Event Planning
• Leadership
• Financial Analysis
• Banking
• Account Management
• Management
• Client Relations Skills
• Risk Management
• Project Management
• Employee Relations
• Relationship Management
• Microsoft Office
• Team Management