Erika Morgan Email & Phone Number

San Diego, Ca, Us

San Diego, Ca

-Manage loan pipeline in a timely and efficient manner, while obtaining working knowledge of loan products-Serve as primary point of contact for all parties involved in loan transactions from application to closing-Assist in counseling and pre-qualifying potential home buyers including obtaining and organizing necessary supporting documentation-Troubleshoot file problems, bottlenecks and qualifying issues in production and underwriting process-Collaborate, track and distribute marketing materials as well as create product presentations and lunch-and-learns-Train, mentor and onboard new loan officers on product knowledge, system efficiency and branch procedures

Mission Valley, Ca

-Assisted management to develop and implement branch systems, policies and procedures to improve internal efficiency -Analyzed customers' credit and financial scenarios, determined appropriate loan product(s) and obtained accurate AUS findings-Quoted and priced a profitable loan and made commitments with customers-Ensured loan compliance with federal and state lending regulations and company policies -Exceeded customer expectations by providing consistent communication and guidance throughout the process-Oversaw the day-to-day operations of the office, including managing vendors, maintaining supplies and coordinating schedules -Coordinated and organized employee engagement to foster a positive and productive work environment

Encinitas, Ca

•Managed and inputted patient data for Phase I Clinical Trial•Researched and prepared qualitative and quantitative reports as needed•Contributed to the creation of Case Report Forms•Implemented quality control processes to comply with regulatory requirements•Assisted in the development and design of company website and brochure