Adrian Morgan

Adrian Morgan Email and Phone Number

Vice President, SBA Sr. Closing Coordinator @ First Bank of the Lake
osage beach, missouri, united states
Adrian Morgan's Location
United States, United States
Adrian Morgan's Contact Details
About Adrian Morgan

A professional with over 20 years’ experience in Commercial and Consumer lending that includes packaging and closing of Government Guaranteed loans, Pre-Closing Quality Review, Construction Loan Disbursement,Mortgage origination and, Property Management. Major strengths include file management, reporting and, processing. Able to work in a fast-paced environment with minimal supervision; team oriented, highly motivated, flexible and result driven.

Adrian Morgan's Current Company Details
First Bank of the Lake

First Bank Of The Lake

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Vice President, SBA Sr. Closing Coordinator
osage beach, missouri, united states
Website:
firstbanklake.com
Employees:
62
Adrian Morgan Work Experience Details
  • First Bank Of The Lake
    Vp, Sba Sr. Closing Coordinator
    First Bank Of The Lake Aug 2021 - Present
    United States
    Quality Review of credit approved SBA 7a, 504, & USDA loans to ensure all Bank and SBA requirements are in compliance with SBA guidelines.Review credit memos, leases, real estate/asset/ purchase agreements, loan documents, collateral, title, due diligence, UCC filings, construction requirements & third-party reports
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  • Incrediblebank
    Senior Sba Loan Specialist
    Incrediblebank Jan 2020 - Aug 2021
    Remote
    • Managed and ensured compliance with SBA lending requirements to complete loan closing of assigned loans according to credit memo loan approval and bank lending policies and procedures• Completed all due diligence, UCC searches & fillings and collected all required documents to ensure SBA eligibility requirements were met prior to closing• Verified equity injection, collateral and Insurance requirements • Assisted with customer servicing requests and any projects as assigned
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  • Bankunited Small Business Finance
    Avp, Sba Loan Closer
    Bankunited Small Business Finance Mar 2017 - Jul 2019
    Remote
    • Coordinated with Borrowers, Business Development Officers, Underwriters, and closing Attorneys to complete loan closing within parameters of the loan approval• Completed all due diligence• Verified equity injection and collateral requirements• Prepared loan documentation using LaserPro and SBA workflow in accordance with SBA requirements and regulations• Assisted with post-closing tracking, customer servicing requests and other projects as assigned
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  • Ameris Bank
    Sba Loan Closer
    Ameris Bank Jul 2012 - Oct 2016
    Atlanta, Georgia
    • Gathered and submitted SBA/USDA application packages ensuring proposed underwriting and equity injection terms were met• Prepared loan files to include paper, electronic shadow file and, 10- tab purchase packages; completed due diligence and eligibility requirements• Compiled closing checklists, coordinated with closing attorney and disbursed loan proceeds• Assisted Portfolio Managers with Servicing Actions: stamp actions, loan modifications and construction draw requests
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Adrian Morgan Skills

Customer Service Real Estate Commercial Real Estate Real Estate Transactions Sales Sba Loan Closings Loan Documents Small Business Lending Government Loans Mortgage Lending Property Management Lease Administration Lease Documentation Due Diligence Loan Origination Public Speaking Loans Investment Properties Residential Homes Sellers First Time Home Buyers Negotiation Banking

Frequently Asked Questions about Adrian Morgan

What company does Adrian Morgan work for?

Adrian Morgan works for First Bank Of The Lake

What is Adrian Morgan's role at the current company?

Adrian Morgan's current role is Vice President, SBA Sr. Closing Coordinator.

What is Adrian Morgan's email address?

Adrian Morgan's email address is am****@****ank.com

What skills is Adrian Morgan known for?

Adrian Morgan has skills like Customer Service, Real Estate, Commercial Real Estate, Real Estate Transactions, Sales, Sba, Loan Closings, Loan Documents, Small Business Lending, Government Loans, Mortgage Lending, Property Management.

Who are Adrian Morgan's colleagues?

Adrian Morgan's colleagues are Frank Palmisano, Luis Martinez, Ardiana Adili, Steven Krueger, Thiago Hoffmann, Kurt Kientzle, Danielle Downs.

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