Theresa Law
Georgetown,IN
Summary
Vice President, Corporate Trust professional with deep experience supporting municipal and corporate bond issuance through account administration and regulatory compliance. Review documentation for accuracy, resolve account issues, and maintain service quality across complex trust portfolios. Strengthen client and partner relationships through clear communication and dependable execution.
Overview
29
29
years of professional experience
Work History
Vice President, Corporate Trust -Consultant
Wilmington Trust
06.2025 - Current
- Reviewed account setups for accuracy and compliance, enhancing operational integrity.
- Assessed documentation for compliance with regulatory and internal guidelines, reducing potential risks.
- Performed remediation of account configurations to align with established standards.
- Analyzed fund flow for proper allocation and reporting, promoting transparency and accountability.
- Ensured accounts met compliance standards for Multi-Family Housing, LURA's, and Charter Schools.
Vice President, Corporate Trust
The Bank of New York: Corporate Trust
Louisville, KY
11.2006 - 03.2025
- Cultivated relationships with customers, vendors, and strategic partners to improve service delivery outcomes.
- Administered trust accounts for various bond issues, ensuring adherence to governing documents and state laws.
- Coordinated with legal, accounting, and professional teams to ensure regulatory compliance and mitigate potential risks.
- Worked on over 300 Municipal and Corporate bond issues. They included hospitals, universities, multi-family and single home loan programs, student loans, and state road projects.
- Facilitated collaboration among internal teams to streamline service delivery and resolve issues effectively.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Developed rapport with customers through active listening, resulting in increased retention rates and positive client feedback.
- Strong communication skills have been pivotal in maintaining positive client experience and establishing trust.
Vice President, Corporate Trust
JP Morgan Chase: Corporate Trust
Louisville, KY
11.1997 - 11.2006
- Administered trust for bond issues, ensuring compliance with governing documents and state laws to safeguard stakeholder interests.
- Collaborated with attorneys to review and finalize documentation for new bond issues, ensuring legal compliance and accuracy to facilitate timely transactions.
- Ensured regulatory compliance by proactively contacting clients regarding delayed responses, enhancing client communication.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Executed account opening procedures to establish new client accounts effectively. and closing procedures to maintain accurate client records., set up client profiles.
Education
Graduate Certificate - Finance
School of Business and Banking
Louisville11-1996
Skills
- Regulatory adherence
- Documentation skills
- Risk mitigation
- Account oversight
- Account management
- Performance metrics analysis
- Decisive action
- Problem resolution strategies
- Critical analysis
- Teamwork and collaboration
- Customer relationship management
- Client relationship building
Timeline
Vice President, Corporate Trust -Consultant
Wilmington Trust
06.2025 - Current
Vice President, Corporate Trust
The Bank of New York: Corporate Trust
11.2006 - 03.2025
Vice President, Corporate Trust
JP Morgan Chase: Corporate Trust
11.1997 - 11.2006
Graduate Certificate - Finance
School of Business and Banking