Samuel N. Miranda

• Represented CCT in developing and maintaining client relationships across four portfolios ranging from $50 million to $800 million.
• Provided leadership and guidance, acting as a subject matter expert and escalation point for staff.
• Monitored and analyzed customer feedback to identify opportunities for improvement and enhance client satisfaction.
• Oversaw the administration of trust accounts, ensuring compliance with regulatory requirements and internal policies.
• Collaborated with cross-functional teams to deliver tailored solutions to clients, addressing their specific needs and objectives.
• Prepared monthly, quarterly and annual reports detailing the current condition of the lending facility and/or CLO.

• Managed day-to-day operations for 20+ class action litigation cases, overseeing settlement funds up to $70 million.
• Resolved escalated inquiries from claimants and businesses.
• Reported class member data and case-specific details to the Vice President for dissemination to the Court and relevant parties.
• Coordinated interdepartmental communications and tasks with various internal teams to meet Court-ordered deadlines.
• Drafted and audited the Plan of Allocation for various securities cases. Cases included common stock and options securities.
• Partnered with large institutional filers to review bulk claim files and resolve deficiencies.
• Collaborated with the DTC and its participants to gather necessary materials for fund distribution on merger-distribution-type cases.
• Developed claims processing and call-center support documentation and trained teams on new procedures to ensure consistent and efficient handling of inquiries and claims processing.

• Acted as the last line of defense for company and shareholder assets.
• Reviewed complex data entry transactions with a high level of attention to detail, ensuring company and regulatory processing guidelines were followed.
• Consistently met or exceeded Key Performance Indicators as set by company benchmarks.

Key Responsibilities:

• Audit data entry transactions processed by operations staff ensuring quality and accuracy across 25+ unique transaction types.
• Utilize procedural reference guides to research, solve and process complex transactions.

• Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
• Established and optimized schedules to keep coverage and service in line with forecasted demands.
• Coached employees on methods for dealing with various aspects of sales, complicated issues and difficult customers.
• Used weekly financial data to analyze company growth and optimize operational strategies.
• Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
• Managed team of 10 employees, delegated tasks and held each employee accountable for completing assignments.