Ashley Morgan Email & Phone Number

Orrville, Ohio, United States

I am currently seeking new opportunities. Contact me via LinkedIn.

Ohio, United States

• Performed detailed review of executed loan documents to assure accuracy and compliance with established documentation standards, procedures, and policies. Ensured loans are booked to the core banking system and.
• Maintained an error ratio below 10% for all data entry production.
• Researched and resolved all customer inquiries within 24 hours of assignment.
• Prepared ACH, wire, and direct fund transfers during the construction draw process and loan payoffs.
• Collaborated with various departments such as underwriting, credit analysis, and collections to facilitate smooth loan processing and resolution of customer concerns.
• Prepared accurate documentation for the Satisfaction Mortgages to be recorded with the county to release liens on newly secured properties.

• Gathered information to prepare loan documents and verify financial details for various types of complex commercial loans. Ensured compliance with bank, state, and federal regulations.
• Ensured accurate and complete documentation of loan transactions, facilitating smooth audits, and reducing the risk of errors or discrepancies.
• Assisted in creating a tracking system for all in-process commercial loans with active collateral exception tracking improving efficiency and communication between departments.
• Developed comprehensive documentation of loan processing procedures, workflows, and best practices, enhancing organizational knowledge, and ensuring consistency in operations.
• Streamlined the commercial funding expense General Ledgers for precise and timely reconciliation.
• Contracted third-party vendors for completion of required searches / inspections on various types of collateral such as title offices, appraisers, or attorneys.

Wooster, Ohio, United States

• Supported human resources processes by administering tests, scheduling appointments, conducting orientation, and maintaining records and information.
• Established a database for the Affordable Care Act reporting requirements.
• Created and streamlined an onboarding process for new hires as well as internal promotions.
• Established and led the Financial Education Luncheon for an ongoing resource of information on medical, life stage, and retirement planning.
• Trained new team members on bank processing procedures, software systems, and regulatory guidelines, contributing to their professional development.
• Utilized human resources software to effectively track applications, onboarding, and generate reports.

Wooster, Ohio, United States

• Demonstrated exceptional customer service skills by effectively addressing inquiries, resolving issues, and providing guidance to loan applicants throughout the process.
• Identified and resolved issues related to all customer accounts, payment processing, and customer inquiries, minimizing delays and optimizing customer experience.

Wooster, Ohio, United States

• Identified individual needs of customers and opened new accounts based on their financial goals.
• Referred customers to appropriate departments for advanced financial goal needs.