Morgan Santana
Jamestown
Summary
Analytical professional with a strong background in financial analysis and problem-solving. Recognized for identifying discrepancies, improving processes,maintaining compliance in trust operations and ready to contribute to organizational goals. A highly positive attitude, with pride in the work that I output.
Overview
8
8
years of professional experience
Work History
Trust Operations Specialist
Arthur State Bank
Clinton
01.2023 - Current
- Processed trust transactions efficiently in compliance with regulatory requirements.
- Managed client accounts and maintained accurate trust documentation.
- Collaborated with financial advisors to address client inquiries and concerns.
- Reviewed account statements for accuracy and resolved discrepancies promptly.
- Assisted in the preparation of trust reports for internal audits.
- Maintained confidentiality while handling sensitive client information securely.
- Identified opportunities for process improvement within the department.
- Reconciled investment positions between multiple systems and third-party custodians.
- Analyzed complex financial data for discrepancies or errors in calculations or postings.
- Ensured that all transaction entries were properly coded prior to posting them into the system.
- Performed quality assurance reviews on all new accounts setup prior to approval for processing.
- Supported special projects initiated by the management team.
- Processed incoming wire transfers and other cash movements into trust accounts.
- Prepared monthly statements of account activity for clients.
- Collaborated with internal departments such as Accounting, Investments, Tax, and Compliance to resolve issues or questions related to Trust Operations activities.
- Participated in training sessions conducted by external vendors or industry experts on topics related to trust operations activities.
- Verified accuracy of transactions processed by verifying signatures on documents and ensuring compliance with established policies and procedures.
- Maintained accurate records of all changes to beneficiary designations and distributions from trusts.
- Assisted in developing new processes that improved operational efficiency.
- Advised senior management on best practices related to trust operations activities.
- Provided customer service support by responding promptly to inquiries from clients, attorneys and other professionals regarding trust operations activities.
- Monitored trust accounts for legal, regulatory and tax requirements.
- Resolved errors in the daily processing of transactions within assigned area.
- Executed daily settlement processes to ensure accuracy in financial transactions.
- Reconciled accounts monthly and daily for accuracy and balancing, including internal accounts, external accounts and department checking accounts and money market
Front Office Manager
Residence Inn Marriott
Greenville
04.2018 - 10.2022
- Supervised front desk operations to ensure exceptional guest service.
- Coordinated staff schedules and training to enhance front office team performance.
- Coordinated guest check-ins and check-outs to streamline processes.
- Resolved guest inquiries and complaints to enhance satisfaction levels.
- Maintained inventory of office supplies and equipment for smooth operations.
- Collaborated with housekeeping to ensure room readiness for arrivals.
- Managed daily operations of the front office, including greeting guests, answering phone calls and emails.
- Resolved customer complaints promptly and efficiently while maintaining a professional demeanor at all times.
- Provided leadership to ensure that all Front Office team members are delivering excellent customer service.
- Monitored front desk operations on a regular basis to identify areas for improvement or corrective action.
- Supervised the preparation of guest bills and invoices ensuring accuracy before issuing them to guests.
- Established strong relationships with corporate clients in order to foster repeat business opportunities.
- Analyzed daily reports such as occupancy rate report, revenue report, prepared by subordinates.
- Maintained accurate records of financial transactions such as cashiering activities, credit card charges.
- Ensured proper maintenance of check-in and check-out log books, reservation logs and other related documents.
- Assisted in recruiting, training, evaluating and developing staff members in order to maintain high standards of performance.
- Coordinated with other departments to ensure smooth running of the entire hotel operation.
- Assisted with interviewing job applicants by asking appropriate questions and offering insight and feedback.
- Conducted regular meetings with staff members to discuss new initiatives or changes in existing processes.
- Oversaw the coordination of VIP guest arrivals, ensuring personalized service and attention.
- Developed and maintained a positive working environment, fostering team collaboration.
- Implemented loyalty programs and promotional offers to retain and attract guests.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Education
High School Diploma -
Blue Ridge High School
Greer, SC06-2018
Some College (No Degree) - Business Administration And Management
Piedmont Technical College
Greenwood, SCSkills
- Trust operations
- Trust documentation
- Regulatory compliance
- Securities processing
- Transaction/Data reconciliation
- Financial analysis
- Audit preparation
- Data accuracy verification
- Cash management
- Financial statement interpretation
- Asset management
- Process improvement
- Operational efficiency
- Mergers & acquisitions
- Accounts payable and receivable
- Cross-department collaboration
- Proficiency in Microsoft Office, including Excel, Word and Outlook
- Salesforce Experience
- FIS accounting systems such as Charlotte, Unity and Addvantage
- Effective communication
- Problem solving
- Attention to detail
- Adaptability and flexibility
- Willingness to learn
- Continuous improvement
- Goal setting
- Strategic planning
- Time management
- Team leadership
- Organizational skills
- Customer relationship management
- Customer service
- Wall Street Concepts Experience
References
References available upon request.
Timeline
Trust Operations Specialist
Arthur State Bank
01.2023 - Current
Front Office Manager
Residence Inn Marriott
04.2018 - 10.2022
High School Diploma -
Blue Ridge High School
Some College (No Degree) - Business Administration And Management
Piedmont Technical College