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 storage and archiving platforms for regulatory retention.• 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 business requirements, collaborating with multiple diverse technical resources, quality assurance professionals, and subject matter experts to capture technical requirements and testing protocols, tracking and reporting progress to stated benchmarks and metrics, and overseeing execution and delivery to plan, while adhering strictly to budget, human resource, regulatory, internal process compliance, and loss mitigation controls.• 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 presentation, and document archival and retention.• 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 experts to articulate present processes, and then, using that information and mapping to identify critical and non-value added steps and opportunities for automation, and collaboratively develop more effective and efficient processes and eliminate waste using the most applicable approach, including six sigma and LEAN.• 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 end-to-end data flow from application to document retention.• 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, freeing up over 700 resource hours for re-allocation to additional business priorities.

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 service and privacy, leadership, change management, and project management.• 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 Application Processing System); regulatory, KYC, information security, and privacy; and end -to-end business processes for over 400 contract and permanent new hires.• 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 and facilitated “Customer-Centric Character”

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 customer experience, sales, and support through excellent communications, empathy, and presentation skills. Ensuring that customers are fully informed, receive, and understand, all applicable disclosures, and experience genuine advocacy, while at the same time delivering on business goals and increasing financial product “wallet share” for the enterprise where applicable to the customer’s needs.• 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.