Trina Moten
Southaven,MS
Summary
Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational skills.
Overview
11
11
years of professional experience
Work History
New Accounts Associate
Raymond James Financial Services, Inc
11.2019 - Current
- Assisted branches with complex inquiries or requests, conducting research as necessary to provide accurate information promptly.
- Provided excellent customer service during telephone interactions, resulting in high levels of client satisfaction.
- Collaborated with cross-functional teams to resolve account-related issues promptly, resulting in improved customer retention rates.
- Reduced errors in manual processes by participating in development of automated system that streamlined new account openings.
- Improved processing efficiency by implementing feedback from colleagues on ways to optimize workflow procedures.
Financial Consultant
Regions Bank
09.2016 - 11.2019
- Built strong relationships with clients through consistent communication and marketing efforts increasing monthly loan average by 20%.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Managed diverse range of client portfolios, consistently outperforming benchmark indices.
- Expanded client base through targeted and referrals from satisfied customer
- Originated loans, Oversaw application process, communicated with underwriters and client to ensure exceptional customer service and loan completion.
- Presented financial plans and investment recommendations to clients
Center Manager
Quik Lend
02.2013 - 09.2016
- Checked facility, employee work and service levels to maintain compliance with company and industry standards.
- Established performance metrics and conducted regular evaluations to identify areas for improvement and drive continuous growth.
- Promoted culture of teamwork through effective leadership, open communication channels, and regular team-building activities.
- Performed quality assurance checks on transactions and account actions to assess compliance with state and federal regulations.
- Assessed credit applications thoroughly to ensure compliance with lending guidelines while mitigating potential risks to organization's portfolio exposure adequately.
- Boosted revenue growth by identifying new business opportunities and forging strategic partnerships.
- Managed work and performance of more than 3 employees.
Education
Associate of Science - Medical
Remington College
Memphis, TNHigh School Diploma -
Hamilton High School
Memphis, TNSkills
- Goal-Oriented
- Compliance Awareness
- Financial Literacy
- Banking operations knowledge
- Data entry proficiency
- Customer Needs Assessment
- Verbal and written communication
- Time Management
- Complex Problem-Solving
- Problem Resolution
- Loan structuring
- Loan Servicing
Timeline
New Accounts Associate
Raymond James Financial Services, Inc
11.2019 - Current
Financial Consultant
Regions Bank
09.2016 - 11.2019
Center Manager
Quik Lend
02.2013 - 09.2016
Associate of Science - Medical
Remington College
High School Diploma -
Hamilton High School
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