Morgan H Email & Phone Number

Veldhoven, Nl

Phoenix, Arizona, Us

o 2020 Star Award Recipient for outstanding performance.o Managed a portfolio of 15 to 20 Note Finance clients providing excellent customer service throughout the mortgage warehouse lending process on lines of credit up to $500 Million.o Performed review of complex residential and commercial collateral documents to ensure real estate backed loans are appropriately secured by the bank.o Performed analysis of CEMA loan documentation and real estate transactions with multiple changes in title.o Resolved collateral exceptions while maintaining superior customer service with both internal and external customers.o Processed all draw and pay down transactions as requested by clients and served as main point of contact for escalated transactions.o Developed procedures around collateral review process, draw and pay down process, as well as training material for new employees.o Assisted management in interview process for new employees and assisted in performing 90 day new hire reviews.

Nashville, Tennessee, Us

o Utilized executed loan documents to board consumer and commercial loan accounts onto internal system for all newly closed loanso Performed daily reconciliation of general ledger accounts utilizing Microsoft Excelo Monitored FedWire system and accurately disbursed funds received via wire transfer o Processed daily settlement and balancing of participation loans o Processed and applied high volume of over 200 loan payments per day received via check for all 15 bank locationso Developed procedures for the ‘Fresh Start’ program and served as the bank’s subject matter expert on the programo Developed procedures for the ‘Loan Servicing Assistant’ role and mentored team members hired in this position

Nashville, Tennessee, Us

o Responsible for ‘Imaging and Record Retention’ department daily duties including document scanning, loan insurance tracking and completing subpoena document requestso Reviewed legal documents including promissory notes, commercial loan agreements, Environmental Reports, Estoppel Certificates, SNDA Agreements, lease agreements, and other legal documents as neededo Presented electronic loan packages to purchasers for review in an organized and timely mannero Facilitated loan sales by transferring hard loan documents to loan purchaser in accordance to purchase agreemento Created all procedures for the Mortgage Post Closer position including check sheets and templateso Promoted internally to Loan Servicing Specialist May 2017

Us

o Recipient of “Sales Agent of the Month” award 5 separate months due to earning highest sales percentage at the Nashville business locationo Act as point of contact for high volume of area visitors providing them with all pertinent area information regarding company tours, local businesses, and area attractions o Educate customers on the history of the music industry in Nashville as well as current events in the cityo Provide customer support and resolve any issues arising from company tour’s and productso Check in customers for individual tours and provide tour materials such as maps, wristbands, stickers, etco Nightly balancing of cash drawer

San Francisco, California, Us

o Recipient of September 2015 monthly Call Quality award and two time service excellence awardo Responsible for completing verification process on small business loan applications.o Reviewed and analyzed documents provided by applicants including personal and business tax returns, business licenses, LLC and Corporate ownership documents, and various permits.o Researched discrepancies in business ownership showing between application and data sources available. o Requested outstanding documentation required to verify date provided on loan applications providing a high level of customer service to external applicants.o Facilitated team member training courses and performed trainer reviews for each trainee until proficiency standards were met.o Appointed as member of cross site calibration team that reviewed departmental issues and presented solutions to management.

Davidson, North Carolina, Us

o Answered and directed calls using a multiline switchboardo Performed data entry, filing, copying and other general administrative duties as needed o Responded to calls and emails from both international and local customers and employeeso Greeted and directed visitors and employees entering the building and issued badges accordinglyo Responded to potential candidate enquires regarding job postings and hiring process o Completed reorganization of the company’s pension and beneficiary filing systemo Compiled and maintained personnel files for retired employees and entered information from paper files into company database o Summer job for 2011 and 2013

Torrance, Ca, Us

o Facilitated summer youth volleyball clinic of over 100 children ranging in age from 8 to 17o Trained volunteer coaches and assigned coaches to small group for instructiono Coordinated parent meetings and end of season banqueto Trained athletes in fundamental volleyball skills both in a group and individual settingo Created weekly lesson plans tailored for each individual age group

Bachelors Of Science, Psychology

Education record