Trina Moten
Horn Lake,MS
Summary
Project management professional with proven ability to analyze data, streamline processes, and support strategic initiatives. Strong focus on team collaboration and achieving results, adaptable to changing needs. Skilled in data analysis, risk assessment, and process improvement, and stakeholder communication. Reliable and prepared to make significant impact.
Overview
12
12
years of professional experience
Work History
Project Analyst (Contract)
Voya Financial
09.2024 - Current
- Assisted in the development of comprehensive project plans, setting realistic timelines and milestones.
- Contributed to successful project outcomes by providing accurate forecasts and risk assessments.
- Determined root cause of problems and issues to implement courses of action required to implement solutions.
- Assessed clients' ongoing projects for potential issues, advising project managers on possible solutions and necessary precautions.
- Ensured on-time project completion by closely monitoring progress and adjusting schedules as needed.
- Facilitated effective problem-solving sessions, leading to timely resolution of issues impacting project success.
New Accounts Associate
Raymond James Financial Services, Inc
11.2019 - 04.2024
- 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.
- Improved processing efficiency by implementing feedback from colleagues on ways to optimize workflow procedures.
- Participated in team meetings to discuss departmental goals, strategies, and areas for improvement.
- Verified customer identity and reviewed documentation for accuracy.
- Assisted in training new team members to ensure consistent quality in account management tasks.
- Demonstrated exceptional attention to detail when reviewing account applications, ensuring data accuracy before submission.
- Continuously updated personal knowledge on industry regulations and best practices, ensuring adherence to relevant guidelines at all times.
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
High School Diploma -
Hamilton High School
BBA - Financial Services
University of The People
12-2026
Skills
- 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
- Project goal assessment
- Data Collection
- Data Analysis
- Business process improvement
- Attention to Detail
- Problem-solving skills
Languages
English
Timeline
Project Analyst (Contract)
Voya Financial
09.2024 - Current
New Accounts Associate
Raymond James Financial Services, Inc
11.2019 - 04.2024
Financial Consultant
Regions Bank
09.2016 - 11.2019
Center Manager
Quik Lend
02.2013 - 09.2016
High School Diploma -
Hamilton High School
Associate of Science - Medical
Remington College
BBA - Financial Services
University of The People
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