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 execution and closing of complex loan transactions, including but not limited to, new deals, refinancing and amendments.• Collect and review legal loan documentation, ensuring operational standards are met. Liaise and coordinate pre-closing requirements with internal and external… Show more • 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 execution and closing of complex loan transactions, including but not limited to, new deals, refinancing and amendments.• 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, Loan and Agency Services, Product Control, Legal, Trade Settlements, Borrowers and Lenders).• 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 internal trade settlement team for Institutional Term Loan transactions.• 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.• Execution of best practices and control, risk mitigation and escalation point of contact.• Participate in projects and provide valuable input with various working groups created to enhance performance and efficiency. Show less

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 • 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 internal Diversity, Equity, & Inclusion taskforce in 2022. Produced 10 unique deliverables promoting discussion of current events topics for internal monthly newsletter.• Delivered feedback for product owner of proprietary software resulting in updates to primary application’s user interface: 1. List of previous call data for linking to current project 2. Capturing and populating data on client’s preferred name 3. Ability to remove calls from current project Show less

• 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 • 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 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