LaTonya Wright
Brandon,FL
Summary
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, and effective time management. Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions. Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
16
16
years of professional experience
5
5
years of post-secondary education
Work History
Trust Administrative Assistant
Seacoast National Bank
2023.03 - Current
- Supported a team of trust officers with approximately 200-250 accounts, enabling them to focus on strengthening client relationships and growing the business.
- Collaborated with senior investment advisors to develop strategic financial plans, maximizing returns for clients.
- Assisted in the preparation of quarterly client reviews, providing updates on portfolio performance and making recommendations for adjustments as needed.
- Participated in ongoing training sessions to stay current on industry trends and best practices.
- Collaborated with legal teams to ensure proper documentation was maintained for each trust account, minimizing risk exposure.
- Supported the development of marketing materials highlighting the benefits of trust services, contributing to increased awareness and business growth.
- Assisted in the preparation and distribution of trust tax statements, ensuring accuracy and timeliness for both clients and regulatory bodies.
- Enhanced client satisfaction by efficiently managing their requests and addressing concerns related to trust accounts.
- Contributed to the growth of trust assets by providing exceptional support to trust officers during the onboarding process.
- Reduced processing time for client transactions by diligently reviewing and verifying transaction details before submission.
- Participated in internal audits, ensuring thorough documentation was provided to support findings and recommendations for improvement.
Commercial Lending Assistant
Seacoast National Bank
2022.03 - 2023.03
- Ensured compliance with all regulatory requirements throughout the lending process, minimizing legal risks.
- Monitored industry trends and provided valuable insights to optimize the bank's lending practices accordingly.
- Played an instrumental role in retaining high-value clients, with net worth's of $2MM or more through timely resolution of account issues or inquiries.
- Supported complete and accurate loan file documentation.
- Acted as a liaison between clients and internal departments such as credit analysts or legal counsel to expedite transactions smoothly.
- Conducted thorough research and analysis on prospective borrowers'' financial statements, leading to informed lending decisions.
- Managed assigned loan portfolio for retention, growth and credit.
- Supported the closing process by preparing documentation, coordinating with various parties, and resolving any issues that arose.
- Contributed to business development efforts by identifying cross-selling opportunities within the existing client base.
- Maintained strong relationships with clients by providing exceptional service and addressing concerns promptly.
- Reviewed and validated details of loan applications and closing documentation.
- Verified credit histories, personal references and employment backgrounds for each applicant.
- Prepared loan documents and explained terms to clarify loan conditions and requirements with applicants.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Monitored key dates to obtain information by deadlines.
- Tracked loan status and updated applicant information to inform lenders of changes to applicants' financial situation.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Calculated, reviewed and corrected errors on interest, principal and closing costs.
- Corroborated on-time payments and meeting of loan terms by assessing customer accounts.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Responsible for quarterly referring a minimal of 10 customer leads and opportunities for Investments, financial and estate planning, and retirement services.
Client Service Administrator
Hancock Whitney Bank
2017.09 - 2022.03
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
- Nurtured key relationships with external partners that led to successful collaborations benefitting both parties.
- Streamlined office processes for increased efficiency and better client service delivery.
- Improved client retention by building strong relationships through consistent communication and followups.
- Facilitated clear communication between clients and internal teams, resulting in successful project completion.
- Acted as liaison between clients and company resources, ensuring timely resolutions to complex issues.
- Coordinated events and meetings for clients, ensuring a professional atmosphere and seamless execution.
- Ensured ongoing compliance with regulatory requirements through diligent record-keeping practices.
- Provided financial administrative support by processing invoices, expense reports, and managing budgets related to client services activities.
- Supported sales efforts by preparing proposals, presentations, and promotional materials for prospective clients.
- Maintained detailed records of client interactions and transactions for easy reference during future engagements.
- Conducted research on industry trends to provide valuable insights to clients, fostering informed decision making.
- Kept management informed about potential risks or concerns regarding specific client situations.
- Reduced response times by creating an organized system for prioritizing incoming requests from clients based on urgency level.
- Collaborated with team members to develop strategies for improving overall client service experience.
- Created customer support strategies to increase customer retention.
- Investigated and resolved customer inquiries and complaints quickly.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Educated customers about billing, payment processing and support policies and procedures.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Trained new personnel regarding company operations, policies and services.
- Sought ways to improve processes and services provided.
- Identified and resolved discrepancies and errors in customer accounts.
- Investigated and resolved accounting, service and delivery concerns.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Relationship Officer
JPMorgan Chase Bank
2015.01 - 2017.09
- Managed a portfolio of 200 Government, Not for Profit, and Religious Organizations, assisting them with all their financial needs
- Facilitated meetings and discussions between clients and delivery teams.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Promoted a positive work environment through open communication, fostering collaboration among team members.
- Maintained and built close relationships with customers through regular contact and virtual meetings.
- Maintained strong knowledge of industry trends, sharing insights with clients as part of proactive advisory services.
- Liaised with clients by phone, email and text messaging to meet client needs and define expectations.
- Retained valuable customers by identifying opportunities for account expansion and addressing areas of concern before they escalated.
- Oversaw complex transactions involving multiple parties ensuring smooth execution without compromising compliance requirements.
- Established strong client relationships by conducting regular meetings and providing exceptional customer service.
- Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
- Developed customized financial plans for clients, incorporating investment, banking, and insurance products that aligned with their goals.
- Streamlined internal processes, implementing innovative solutions that improved efficiency in managing client accounts.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Work closely with other lines of businesses to ensure all financial, investment, and retirement needs are assessed and implemented to ensure overall client satisfaction.
Client Service Coordinator
JPMorgan Chase
2013.03 - 2015.01
- Supported 8 high producing Relationship Officers
- Managed 85 affluent client accounts simultaneously, prioritizing tasks effectively to meet deadlines without compromising quality.
- Maintained detailed records of client interactions, enabling better tracking of account history and facilitating continuity among team members handling the same accounts.
- Acted as an advocate for both the company's interests as well as those of clients, ensuring that all parties'' needs were met in a mutually beneficial manner.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues efficiently.
- Liaised between internal departments to expedite resolution of complex cases requiring input from multiple stakeholders.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Assisted in maintaining a healthy financial portfolio by continuously monitoring and analyzing customer credit data.
- Maintained accuracy in financial records by reconciling account discrepancies, preventing future errors or confusion.
- Collaborated with sales teams to establish credit limits, enabling business growth while minimizing risks.
- Ensured compliance with all regulatory requirements related to consumer lending practices, protecting the organization from potential legal ramifications or fines.
- Supported department's month-end closing processes.
- Provided excellent customer service when resolving disputes, fostering positive relationships between the company and its clients.
- Assisted with new customer approval process.
- Ongoing credit documentation monitoring for coverage area portfolio to obtain and validate the timely receipt of information required for credit review and monitoring actions.
- Work with clients to obtain required loan documentation, schedule closings and promote appropriate solutions to enhance the client experience associated with the post approval and loan booking process.
- Identifies opportunities for client product penetration independently.
- Coordinate complex implementations across different departments and lines of business with confidence and accuracy.
Client Service Team Leader
JPMorgan Chase
2008.06 - 2013.03
- Implemented process improvements, resulting in better organization and time management within the team.
- Championed best practices in customer service through ongoing staff training initiatives focused on exceptional communication skills and problem-solving techniques.
- Coordinated cross-functional efforts to resolve complex client issues efficiently, maintaining high levels of customer satisfaction.
- Facilitated productive meetings with clear agendas and actionable takeaways that led to improved internal collaboration across departments.
- Established performance metrics to track progress, identify areas for improvement, and drive continuous growth in service levels.
- Conducted regular performance evaluations for 15 team members, identifying areas for growth and providing constructive guidance accordingly.
- Managed high-priority tasks effectively, ensuring timely completion of projects without compromising on quality.
- Streamlined team workflow for increased productivity through effective task delegation and prioritization.
- Demonstrated leadership abilities by managing a diverse team of professionals towards achieving common goals.
- Increased customer retention by building strong relationships with clients through personalized attention and responsive service.
- Mentored 15 junior team members to develop essential skills for successful career progression within the organization.
- Gathered critical feedback from clients to inform process enhancements and elevate overall service delivery standards.
- Monitored daily operations closely, detecting potential bottlenecks early on, thereby optimizing resource allocation.
- Ensured consistent adherence to company policies and procedures while leading the Client Service Team.
- Fostered a collaborative work environment, encouraging open communication and teamwork among staff members.
- Developed comprehensive training programs to improve team performance and maximize service quality.
- Handle all escalation inquiries including senior management escalations.
Education
Some College (No Degree) -
University of South Florida
Tampa, FL 2000.06 - 2003.05
Some College (No Degree) -
University of Phoenix
Tempe, AZ 2018.01 - 2020.05
Skills
- Phone and Client Facing Interpersonal Skills
- Portfolio Management
- Problem Resolution Skills
- Cash Management and Treasury Product Skills
- Excellent Computer Skills: MS Word, Excel, PowerPoint, Access, Office and Lotus Notes
- Analytical and Multitasking Abilities
- Strong Organization
- Document Preparation
- Workflow Optimization
- Multitasking and Time Management
- Teamwork and Collaboration
- Database and Client Management Systems
- Accounting skills
- Records Management Systems
References
Available Upon Request
Timeline
Trust Administrative Assistant
Seacoast National Bank
2023.03 - Current
Commercial Lending Assistant
Seacoast National Bank
2022.03 - 2023.03
Some College (No Degree) -
University of Phoenix
2018.01 - 2020.05
Client Service Administrator
Hancock Whitney Bank
2017.09 - 2022.03
Relationship Officer
JPMorgan Chase Bank
2015.01 - 2017.09
Client Service Coordinator
JPMorgan Chase
2013.03 - 2015.01
Client Service Team Leader
JPMorgan Chase
2008.06 - 2013.03
Some College (No Degree) -
University of South Florida
2000.06 - 2003.05
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