Aaron Morrow Email & Phone Number

Portland, Oregon, United States

Beaverton, Oregon, United States

• Development, configuration, and access administration of customer-facing financial services interfaces, sales and production tracking applications, document package generation and credit decision engines, and dat a.
• Lead designer and developer for conversion of financial documentation process from vendor Guardian to in-house DROOLS: DDCARS/FormScape platform.
• Lead configuration, maintenance, and administration agent for Salesforce, YODA, EDM, Shaw, FDR,HOGAN, HELMS, and ACAPS.

Beaverton, Oregon, United States

• Leadership, management, and support, of enterprise to departmental scale technical project initiatives, using Waterfall, Agile, and Integrated methodologies. Developing business cases, gathering and articulating.
• Served as project manager during multiple phases of the conversion to paperless application processing, Reg B compliance. and digital documentation delivery, specializing in electronic signature capture, digital.
• Led the planning, design, and execution of the Wisconsin Non-Applicant Spouse and Co-signer Notification (CA, IA, NY) state-specific compliance effort.

Beaverton, Oregon, United States

• Mapping business processes, data flow through multiple system architecture from initial entry t o end consumer, and resulting consumer demands and experience. Performing functional task surveys of subject matter.
• Led the data analysis, process mapping, and technical/business communication for the implementation of Common Document Platform (CDP), working with Technology and Business SMEs to develop efficient and effective.
• Facilitated functional surveys to create the user stories and process mapping, to evaluate, re-engineer, and automate (where applicable) both Daily CDP Recon and Fraud Audit to a 65% reduction in completion time.

Beaverton, Oregon, United States

• Curriculum development and facilitation, presented in classroom, mentoring, online, and digitally, of courses including credit application processing and booking, business processes and regulatory compliance, customer.
• Developed the curriculum, learning materials, and application labs, as well as facilitating the course, forconsumer lending fundamentals (personal credit and home equity originations); ACAPS (Automated Credit.
• Served as lead facilitator for multiple sessions of Situational Management, Introduction to six sigma and LEAN for Financial Services, MAGIC Customer Service Excellence, microinequity awareness training, and developed.

Beaverton, Oregon, United States

• Full spectrum, customer-centric financial services agent, including personal credit, mortgage, and home equity originations, education, processing, underwriting, closing, retention, and collections. Focused on the.
• Direct customer contact and support as a Mortgage Loan Officer, Home Equity Loan Processor, Banker,Customer Retention agent, Collection agent, and as a responsibility of my role as an ANF (Approved – Not Funded) auditor.
• Specialized in advocating for, and guiding, first-time home buyers through the home financing processutilizing Conventional, FHA, and VA products resulting in helping fifty-eight unique borrowers realize home ownership.