Gavin Morrow Email & Phone Number

Georgia, United States

Alpharetta, Georgia, United States

• Perform verification checks on multiple team’s data entries to ensure accurate processing of information and data prior to daily trading deadlines: new accounts, changes to existing accounts, closed accounts, cash activities.• Ensure all account documentation is received and properly submitted for review and archiving.• Process bulk change requests from Onboarding, Account Activities, Billing and Upper Management.• Give feedback on changes for channel guides for items they find as they review transactions.• Work with internal and external audit teams to provide required documentation.• Be the last line of defense, responsible for accuracy of account inceptions, activities, trades, and changes with large sums of values and high volumes of audits.

Alpharetta, Georgia, United States

• Provide client support, including the correct use of the system and application procedures on loan products within DNA, such as escrow processing, investor processing, credit bureau reporting, and loan statements.• Log, track and handle all incoming calls and cases professionally. • Provide detailed analysis of issues received from clients.• Stage test scenarios in test environments, recreating and documenting each step as reported by the client through our Core API.• Collaborate extensively with internal groups to resolve client issues, actively contributing to the effectiveness of the team.

Atlanta, Georgia, United States

• Manage loans from business, personal, auto, mortgage, and home equity lines. Balance and equity transfers to internal accounts. • Assists both internal and external clients for approval of commercial, business, and personal loans.• Assists in credit reporting and financial monetary management utilizing LexisNexis, DealerTrack, APL, Workday, and other financial legality programs.• Handle large sums of personal/business transitions using multiple verification methods along with credit reporting and fraud investigations.

Alpharetta, Georgia, United States

Alpharetta, Georgia, United States

Norcross, Georgia, United States

Cumming, Georgia, United States