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Customer Service Manager

Location:
Channelview, TX
Posted:
May 16, 2013

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Resume:

Edith J. Cannon

***** ******* **** *******, ***** 77015 ● Landline: 713-***-****

Mobile: 832-***-**** ● ***************@*******.***

PROFESSIONAL PROFILE

Trust Operations Manager and Trust Administrator with exceptional career successes and ever

increasing responsibilities. Loyal, dedicated professional who is highly motivated, team builder with a

proven record of accomplishment in supervising and leadership strategies in support of business goals

and objectives.

Excellent communication skills both oral and written. Proven focus on problem solving, sound decision

making abilities. Superior organization and time management skills. Embrace and adapt well to

change. Strong interpersonal skills, a consummate team player, committed to providing exceptional

customer service.

Trust Administrator SEI Trust System

Trust Operations Manager SunGard Charlotte Trust System

Trust Compliance Officer Metavante Trust System

Trust Conversion Specialist

CAREER HIGHLIGHTS

2003 – 2011 Sterling Bank, A Division of Comerica Bank

Vice President, Private Client Services

Daily account administration, annual tax reporting,

Administration of approximately 30 FTA (Fund Transfer Agency Accounts) as well as

Escrow Accounts.

Liaison between the FTA Clients and various Oil & Gas Companies.

Managed, trained, motivated and evaluated Trust Administrator Assistant

Input in regards to staff additions, budget and salary ranges.

Daily supervision of Trust Operations

Responsible for Trust Compliance, assist with internal and external audits.

Instrumental in the Trust Department receiving the highest rating from the State Of

Texas Banking Examiners as well as the FDIC Examiners.

Managed two Banking Centers 2007 – 2009

2000- 2003 Woodway Financial Advisors, Vice President Trust Operations

Managed and supervised a staff of 6 Colleagues

Interviewed, trained, evaluated staff

Responsible for all aspects of Trust Operations

Data Entry, Daily Department Reconciliations, Mutual Fund Reconciliation

Security settlement and income processing, annual tax reporting.

Major role in Trust Conversion from SunGard Series 7 to Metavante Trust

Accounting System

1988 – 2000 Wells Fargo Bank, Assistant Vice President, Trust Operations

Managed the daily operations of the Trust Department

Daily supervision of 10 Colleagues.

Member of Tiger Team to resolve post-merger issues

Performed Trust Compliance duties

Implemented account review process

Maintained Trust Department procedure manual

PROFESSIONAL DEVELOPEMENT

E. Cannon page 2

Southwestern Business College

Various American Institute of Banking Courses

Current Risk Issues & Compliance Seminar (2009 - 2010)

Professional References For Edith J. Cannon

Kay King

Senior Vice President, Comerica Bank

830- 258-1989 (Office)

281- 787-2544 (Cell)

*****@********.***

Allen D. Brown

Texas Senior Lender

Northern Trust Company

713-***-****

******@******.***

Karen Robinson

281- 684-8149 (Cell)

713- 436-4789 (Home)

E. Cannon page 3

Claudia Sadka

Icon Bank of Texas

281-***-****

Tami White

Promet Energy (President)

312-***-**** (office)

312- 890-3443 (Cell)

Audrey Ingram

832-***-****

*******@*******.***

E. Cannon page 2



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