Jeff Morgan Email & Phone Number

Jacksonville, Florida, United States

Supported multiple business channels of mortgage origination center by providing senior management with insight into key sales and performance metrics to support the planning of strategic initiatives. Subject Matter Expert and administrator for multiple applications, including lead management, loan origination, pricing support, rate sheet publication, rules management, and telephony. Facilitated interdepartmental relationship between Wealth Management and sales.• Constructed reporting dashboards utilizing a combination of SQL, Excel, and Power BI.• Improved, streamlined, and automated reports for multiple departments.• Developed and implemented automated texting process, utilizing lead management software. Provided training, reporting, and worked with legal department to ensure regulatory compliance.• Created multiple processes and workflows to increase efficiency of sales associates. • Designed new processes to compile leads, validate against multiple databases, import, and distribute to appropriate employees.• Facilitated regular meetings and training sessions with sales associates and management and delivered presentations to senior management and executive officers.• Assisted Change Management Office with gathering requirements for projects and enhancements.

Jacksonville, Florida Area

Maintain high availability of Mortgage Banking applications through incident management, change management, defect management, project management, and vendor management, as well as proactive monitoring and reporting. • Created database and monitoring tools to help proactively identify and fix previously unnoticed errors that were costing the firm over $1MM annually. Once identified and reported helped develop action plan to get business prioritization to implement permanent fix, which led to no further financial loss to firm.• Engage other departments and vendors when needed to resolve incidents. • Provide support for JPMC applications CLOSR, LoanBuilder, ZiPPY, Chase File Manager, Pricing Exception Approval, Mortgage Banking Guide, and Chase Loan Manager. • Act as single point of contact for escalation of urgent issues to prevent missed loan closings. • Create and distribute daily/weekly/monthly vendor management, SLA (Service Level Agreement), volume and projection reports to upper management and multiple departments across Mortgage Banking.

Jacksonville, Florida Area

Supervised 10 Inbound call center agents assisting internal business users with troubleshooting complex loan origination and underwriting applications. • Subject Matter Expert for all supported applications. • Interviewed, hired, and trained new employees. • Monitored calls, providing feedback and criticism. • Travelled across the country training personnel and providing on-site support for remote events.• Led initiative across multiple sites to analyze data and identify opportunities to reduce inbound calls and increase first call resolution. Once top issues were identified, utilized automation, training, and self-help resources to reduce occurrences by over 50 percent.• Created various reports for upper management and multiple sites around the country.

Jacksonville, Florida Area

Supported 160 locations throughout district by performing on-site and telephone troubleshooting and repairs for computers (software, hardware and peripherals) and point of sale equipment. Performed on remote tasks via LANDesk. Documented and reorganized wiring layout of main building to help maintain accuracy of jacks, patch panels and switches. Helped image and install new computers for multiple locations. Programmed timeclocks and configured IP information for communication. Ran new wire or replaced existing wiring between multiple point of sale terminals and computers. Replaced components (including circuit boards) on faulty POS terminals. Recognized for consistently trying to improve current procedures and taking on otherwise unwanted tasks during free time.

Jacksonville, Florida Area

Outside sales representative. Responsible for evaluating current technologies and techniques and developing solutions utilizing printers, copiers, computers, network upgrades, and software to increase production. Strong analytical skills helped assess current infrastructure and identify areas for improvement. Recognized for strong organizational and planning skills.

El Paso, Texas Area

Responsible for operation, transportation, maintenance and repair of approximately $4,000,000 of complex electronic weapons systems, to include launching stations, PATRIOT Guided Missiles, 10 ton trucks and 15kW generators. Supervised, trained, and provided technical guidance to subordinates. Diagnosed system malfunctions, installed equipment modifications, and replaced faulty circuit cards. Prepared appropriate supplies, communications equipment, computer and computer peripherals, tools and test equipment. Performed reloading procedures using crane or forklift. Attended schools to become Unit Armorer, Combat Medic, and Field Sanitation NCOIC. Recognized for hard work and determination to accomplish all given tasks. Promoted 3 times within the first 18 months of employment due to exceptional abilities and achievement.