
Craig Wrafter
Client Service Representative

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About me
Associate Relationship Manager, Depositary Services at Northern Trust Corporation
Education

Terenure College
1997 - 2007Leaving CertificateActivities and Societies: Junior and Senior Cup Rugby. Leaving Certificate

IOB
2018 - 2019Professional Certicate in Investment Fund Services Finance, GeneralA three module programme, the first module, Introduction to Investment Funds, introduces and contextualises the fund as an investment product, discusses the investment fund from its establishment right through its life cycle and the various involvements and interjections through that life cycle including the importance of ESG in the funds industry and the increasing emergence of Digital Assets. The Fund Accounting and Valuation for International Investment Funds module outlines the accounting… Show more A three module programme, the first module, Introduction to Investment Funds, introduces and contextualises the fund as an investment product, discusses the investment fund from its establishment right through its life cycle and the various involvements and interjections through that life cycle including the importance of ESG in the funds industry and the increasing emergence of Digital Assets. The Fund Accounting and Valuation for International Investment Funds module outlines the accounting and valuation aspects of investment funds, including the accounting statements for funds, the calculation of the Net Asset Value (NAV) and the importance of and controls around ensuring an accurate NAV. Exchange Traded Funds and their ever-growing significancein the industry. The third module, Depositary Functions and Transfer Agency, examines the operation and the roles and responsibilities of the custody and transfer agency functions for international investment funds. Show less

IOB
2019 - 2020Professional Diploma in International Investment Fund Services Investments and Securities
Institute of Technology, Tallaght
2008 - 2012Bachelor of Business Administration (B.B.A.) Business Administration and Management, General HonoursActivities and Societies: Chairperson and founder of the 2011/2012 DJ and Music Production Society. Business Management
Experience

Monte Carlo Entertainment
Jan 2007 - Jan 2013Client Service Representative
Bleecker Street
Sept 2012 - Apr 2013Marketing Event CoordinatorMy responsibilities included providing initial consultation with clients, engaging in experimental marketing and analyzing customer feedback. I was also responsible for liaising with clients and coordinating events and shows.

Thoughtworld Pty Ltd.
Sept 2013 - Sept 2014Sales and Customer Service Team Leader.I excelled in this demanding role, securing the Sales Agent of the Month award on three separate occasions through the application of my excellent sales management and customer engagement expertise. Due to my exceptional leadership capabilities, I was appointed to a team leader role where I applied various motivational techniques to inspire team members to meet and exceed challenging sales and productivity targets. I was also responsible for identifying and obtaining potentially lucrative sales opportunities by evaluating market trends and consumer behaviour patterns. Throughout my time in this position, I ensured the provision of unparalleled standards of customer service in each interaction by resolving various complex problems and issues. I consistently secured repeat business from existing customers by applying my extensive interpersonal and communication capabilities. Show less

Optus Business Centre Melbourne South
Sept 2014 - Jun 2015Customer Service Specialist and Service Level ReporterDue to the continuous growth of the company, I was entrusted with a wide variety of demanding responsibilities. My capabilities in data management allowed me to effectively manage errors within the data ordering, producing clear and concise reports on these selected errors as necessary. In addition, these data management skills allowed me to complete demanding data analysis duties and apply this information to provide the necessary target updates for team leaders on an hourly basis.I facilitated an improvement in the efficiency standards of the company by providing upgrades in order to respond fully to technical issues in addition to delivering training to personnel on the effective use of company systems and in preparing reports. My organisational skills were instrumental in coordinating appointments between clients and field technicians and also in managing the requirements of various departments. Show less

Future Finance Loan Corporation Ltd
Jul 2015 - Sept 2016Operations Analyst2015 – 2016: Operations Analyst - Future Finance Ltd.In this demanding role, I was responsible for performing comprehensive credit checks on the credit history potential customers so as to accurately appraise their risk levels and establish the necessary interest rates based on the above gathered information. Due to my flexible professional nature, I also completed the responsibilities of a loan administrator and secured multi-million levels of student debts within the UK market for the company. Additionally, I was accountable for validating the guarantor’s employment and income details which required completing client background checks. My attention to detail skills allowed me to reduce company exposure to bad debts by performing exhaustive analysis of client credit reports. Due to my previous significant experience in customer engagement, I excelled in the role of case manager where I swiftly and fully responded to customer queries through all stages of the application. I was responsible for developing lucrative partnerships with assigned universities throughout the UK where I also responsible for managing all of the student loan applications from these universities. My written communication capabilities were also key in delivering concise team performance/target achievement reports for senior management. I delivered results of the highest quality in this position where increased the loan portfolio from under 1,000 to over 4,000 within twelve months, increased the average approval rates from 28% to 54%, and improved conversion rate from 9% to 12.5%. Show less

Northern Trust Corporation
Jan 2017 - nowPerforms Depositary’s duties in respect of Irish authorised funds. Ensures each property fund is managed and operationally structured in accordance with the Central Bank of Ireland regulations and the fund’s constitutional documentation. In addition, required to ensure that funds are managed in accordance with local market regulations.Client Management, Board Reporting, Regulatory Oversight, Investment Compliance Monitoring, Reporting & Data Management, On – site inspections, the approval of property transactions, the maintenance of the property database, monitoring compliance with investment restrictions, engaging with regulators and audit firms, producing accurate MI reporting, assisting in Depositary projects and initiatives and supporting new business. Show less I have been part of Northern Trust Corporation since January 2017 and it has been a fascinating career journey which gave me the opportunity to learn and develop in different areas and consistently recognised my contribution by trusting me to take on more responsibilities and multiple promotions; starting as an Analyst, analysing data related to registration, adhering to compliance and reviewing Investor Application Forms which required knowledge of Tax and Compliance. I then progressed to a Senior Analyst role, where I supervised and performed investor account opening and maintenance and ensured regulatory compliance. In 2019, I moved to the Technical Coordinator role, where I conducted quality checks and validations on investor account set-ups via use of checklists, trained Analysts and Senior Analysts and attended calls to discuss errors and measures taken. In April 2021, I was promoted to a Team Leader, remotely managing the TA Registration team where I attend client due diligence meetings and presented on behalf of the Registration Team and handled high priority client escalations.Since March 2022, I have been in the role of Officer Team Lead, leading the new TA Operation team which services many different types of funds, including Alternative Investment Funds/UCITS/Common Contractual Funds/Real Estate Funds. I held full responsibility of multi-location training, implementation of procedure review collation and inter-party sign-off, KPI reporting and analysis, risk assessment, highlighting procedural gaps and ongoing improvement review. Show less
Associate Relationship Manager
Sept 2022 - nowOfficer, Team Lead/Team Lead/Technical Coordinator/Senior Analyst/Analyst - Transfer Agency
Jan 2017 - Sept 2022
Licenses & Certifications

Leaving Certificate
Volunteer Experience
Volunteer Liaison Officer
Issued by The Niall Mellon Township Trust on Jun 2009
Associated with Craig Wrafter
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