David Morris, Msre, Ccim Email & Phone Number

Huntersville, NC, US

Minneapolis, MN, US

Manager of Asset Base Centralized Loan Operations, Specialty Transaction Processing.

• Vice President -Lending Services, Wealth, Corporate, Commercial, and Institutional BankingProvided organizational leadership for due diligence processes during U.S. Bank’s acquisition of Union Bank in Dec. 2022..
• Managed debt servicing and payments for SBA / Syndication and real estate / construction loans.
• Launched a plan that optimized functionality for CRE lending groups, including lines of credit facility, syndication/participation, CRA/Tax Credit, and construction loans.
• Strategized with leadership to align thousands of loans, which reduced customer credit risk exposure by hundreds of millions of dollars. Mitigated fee losses, which recovered several million dollars in unamortized.
• Partnered with senior management to develop quality metrics, best practices, and standardized procedures for risk mitigation, compliance, and control functions.
• Implemented quality control processes for the offshore team, which reduced the error rate by 15%.

Miami, Florida, US

• Collaborated with senior leadership to manage a Specially Serviced loan portfolio valued at $250M+ consisting of 15 deals; grew the portfolio value by 5%. Oversaw a budget of $7.5M for 15 assets; managed a team of.
• Implemented sales plan and restructured secured real estate assets across multiple property types. Maximized investor recoveries by millions of dollars and reduced losses to 2% of outstanding loan balances.
• Developed and executed strategies to resolve a portfolio of distressed CREs across multiple property types.
• Recovered several hundred thousand dollars in fees from loan assumptions and modifications while reducing risk and maximizing investor returns.
• Engaged with clients to mitigate losses during the challenges of the Covid-19 pandemic.
• Ensured compliance with loan documents, servicing agreements, REMIC regulations, and state and federal laws.

Commercial Real Estate Advisor Provided commercial real estate investment sales, leasing, capital markets, and property management services.

Mclean, VA, US

• Oversaw and channeled loan servicing operations and master servicing roles related to CMBS or K-Deal. Responsible for reporting, accounting, compliance, risk mitigation, and control functions.
• Implemented growth strategies that increased Net Operating Income (NOI) revenue by 10%.
• Put into place tactics to improve business processes, streamline reporting, and resolve issues with stakeholders.
• Facilitated accounting’s month-end close process by implementing corrective actions for regulatory reporting.

• Managed a portfolio of varied, highly structured commercial real estate loans. Accountable for cultivating client relationships, loan surveillance, and property-level cash flow for a nationwide portfolio.
• Prepared quarterly reports for clients, including credit risks, financials, and capital expenditure and leasing updates.

• Engaged with clients and partners to manage projects and ensure feasibility for a portfolio of 3,000+ multifamily units.
• Established metrics that increased NOI by 10%; sustained positive operating cash flow.
• Analyzed business and financial statements and managed tax credit partner/syndication relationships.
• Oversaw construction projects, including multiple rehab/ renovations within budget and timeline.
• Advised third-party management groups in selecting development and operating partners.

San Francisco, California, US

• Delivered high-level, quality service to clients for a $7B CMBS loan portfolio (900 loans). Accountable for compliance, credit neutrality, mitigating risks, and enhanced surveillance.
• Oversaw capital and operating budgets for a $70M value-add multifamily CRE portfolio.
• Managed consistent CMBS loan portfolio pipeline and facilitated credit-transaction underwriting for loan assumptions, subordinate finance, and equity transfers.
• Negotiated lease approvals for varied property types, performance tests, partial releases, and collateral substitution.

Glen Allen, Virginia, US

Regional Portfolio Manager, Genworth Financial, Richmond, VA, 2006 – 2007Real Estate Sales Agent, Long & Foster, Midlothian, VA, 2007Portfolio Manager, GMACCM (formerly Lend Lease and CapMark Services), Atlanta, GA, 2003 – 2004Property Inspector/Compliance Officer, GMACCM (formerly Lend Lease and CapMark Services), Atlanta, GA, 2000 – 2003Loan Servicing.

Master'S Degree, Real Estate Finance

Business Administration, Real Estate

Associate, Business Administration