Morgan Fitzgerald Email & Phone Number

Newark, DE, US

Delaware, United States

• Assist and partner with team associates to manage and maintain a portfolio of active leveraged and high grade loan transactions for the Investment and Commercial Bank. Support Leverage Finance and DCM with the.
• Collect and review legal loan documentation, ensuring operational standards are met. Liaise and coordinate pre-closing requirements with internal and external… Show more
• Collect and review legal loan documentation, ensuring operational standards are met. Liaise and coordinate pre-closing requirements with internal and external clients (i.e. Debt Capital Markets, Syndicate, Credit Risk.
• Review and advise on funding mechanics and operational requirements as it pertains to internal booking locations, regional and currency policies. Initiate and coordinate trade settlement process with ClearPar and.
• Coordinate internal KYC review and Flood due diligence. Assist with ad-hoc inquiries from Borrowers, Lenders, and Arrangers pertaining to the closing. process and ongoing maintenance of the deal.
• Schedule internal conference calls to ensure pre-closing requirements have been met and resolve / escalate any outstanding issues. Assist internal. colleagues with fee documentation and recognition.

Delaware, United States

• Maintained, deepened, and enriched relationships with internal and external stakeholders.
• Managed, prepared, and actioned legal documentation to maintain client records, adhering to all control measures and processes.
• Mitigated risk to compromise of confidential data such as client Personal Identifiable Information (PII).
• Attended five Client Service and Bank With Us round table discussions, providing actionable feedback to Managing Directors.
• Served as a member of… Show more
• Served as a member of internal Diversity, Equity, & Inclusion taskforce in 2022. Produced 10 unique deliverables promoting discussion of current events topics for internal monthly newsletter.

• Exceeded performance metrics while monitoring the money movement request queue and executing client requests in a timely manner.
• Reviewed confidential documentation for completeness and adherence to processing standards, policies, and procedures.
• Identified discrepancies within documentation and escalated for review where appropriate.
• Special project assisting with data collection and analysis for our Unclaimed Property team.

• Provided thesis research assistance for students and faculty.
• Responded to e-mail and phone correspondence regarding library and university services.
• Maintained and updated on-site library collection and resources.
• Collected, entered, and maintained detailed records of on-site space usage data.

• Audited insurance claims in a fast-paced, quota-driven environment.
• Maintained claimant confidentiality regarding highly sensitive litigation information.
• Reviewed and evaluated dense legal documentation for conformity to claims standards and adherence to strict control guidelines.

• Onboarded and build relationships with 20 new clients, increasing customer base by 50% in four months.
• Researched and facilitated partnership with a third party which reflected reduced costs and a 30% increase in client success rates.
• Managed detailed client health records and reported confidential information to health care providers.
• Responsible for coordinating appointments, managing inventory and sales, maintaining relationships with third-party vendors, and basic… Show more
• Responsible for coordinating appointments, managing inventory and sales, maintaining relationships with third-party vendors, and basic accounting functions.
• Balanced all incoming and outgoing phone, e-mail, and social media correspondence. Show less

Master Of Science - Ms, Business Administration And Management, General, 4.0

Activities and Societies: Sigma Beta Delta International Honors Society Concentration in Organizational Leadership

Bachelor Of Arts - Ba, Sociology