Morgan Tate Email & Phone Number

Houston, Tx, Us

Magnolia, Texas

Montgomery, Texas

Dallas, Tx

- Met with students prior to their anticipated graduation dates to promote awareness of loan repayment requirements and options- Led in-classroom presentations that covered financial management procedures and payment options for students- Acted as primary liaison between ATI and third-party default management agencies; and between students and lenders, to ensure students’ understanding of deferment and forbearance options- Conducted financial management and student loan-related counseling for new graduates- Monitored financial reports and contacted students who were at risk of default, then assisted them in applying for deferment or forbearance- Managed all aspects of loan accounts, including applications, collection and posting of payments, and creation and distribution of payment receipts- Tracked online data surrounding loan payments and provided relevant information to third-party agencies

Dallas, Tx

- Communicated with vendors, received and processed purchase orders, and ensured all merchandise was delivered according to customer specifications- Managed warehouse logistics; tracked product supply and maintained inventory volume- Handled internal communications, including creation and distribution of weekly company-wide publication that included product updates, current and forecasted sales projections, and industry news- Designed and maintained company-wide marketing materials- Spoke directly with major vendors regarding news and product developments from their companies; then supplied regular updates on vendors’ relevant business happenings to senior management and sales staff - Provided administrative support to CEO and executive-leadership team

Miamisburg, Oh

- Managed office logistics, including oversight of supply inventory and equipment maintenance; placed purchase orders, scheduled deliveries and appointments, and managed calendars- Communicated directly with clients regarding their insurance claims and responded to billing inquiries- Operated multiple-line phone system and fielded and routed all incoming calls