Eric Gayton

Experience

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  First American Bank

  Mar 2017 - Mar 2021

  Senior Banker

  Senior Banker Responsibilities:• Facilitate account audits, teller audits and branch audits.• Review daily branch reports and compliance regulations.• Oversaw the branch in absence of Branch Manager.• Facilitate new account openings, update financial background documentation, and process transactions.• Explore financial options with customers while cross-selling bank products and services to drive sales.• Expert one-on-one assistance with lending services.• Mortgage acquisition: Purchases, Refinancing, Home Equity Loans, and Home Equity Lines of Credit.• Leverage strong relationships with clients to achieve sales goal targets. Show less

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  Northern Trust Corporation

  Mar 2021 - May 2022

  Operations Analyst, Transfer Agency

  • SIMPLE, SEP, Traditional, and Roth IRA client onboarding. • Calculate and process Required Minimum Distributions. • Custodial Retirement and Non-retirement account processing (Incoming/Outgoing).• Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval. • Quality Control other partners.• Prepare and assist in the preparation and review of underlying investor reports for companies such as Wilmington and Franklin Templeton. • Verify complex transactions, audit portfolio reports, and research discrepancies on a weekly and monthly basis. • Processed large sets of wires and checked accuracy for quality control.• Recommend process improvements, create and or improve current procedures. • Execute Global Cash Movements (GCM’s) for overseas clients and partners. Show less

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  Segall Bryant & Hamill

  Jun 2022 - now

  Operations Analyst, Asset Management (International Quantitative Portfolios)

  • Process and resolve daily cash position reconciliation of the International Strategy Portfolios for the Quantitative team.• Asset Reconciliation Audits of International Strategy Portfolios.• Dividend Audits of International Strategy Portfolios.• Support trade settlement operations.• GIPS & Composite Membership verifier.• Process Corporate Actions. • Maintain system financial data, including new security set up and interest rates.• Prepare reports as required for monthly or quarterly process.• Create and update procedures for daily processes. Show less