Morgan Tegey Email & Phone Number

Mentor, Oh, Us

Cleveland, Ohio, United States

Brooklyn, Ohio, United States

▪ Monitor and perform risk analysis within the existing portfolio and new credits using credit policy and existing legal agreements, upholding quality assurance standards for consistent, accurate, and timely production workflow.▪ Liaison between Relationship Managers, Credit Officers, Document Prep, Database Managers, and Finance teams to ensure timely and accurate flow of credit reviews or credit actions.▪ Subject matter expert and peer advisor on PPP origination and forgiveness processes.▪ Establishing mitigants to identified risks or violations to credit policy by analyzing client data and leveraging forecasting techniques to anticipate future performance and risk.▪ Perform covenant compliance testing and documenting results per credit policy.▪ Developed and published an underwriting manual for my line of business following existing credit policy to assist in increasing quality of credit write ups and reduce audit risk.

Cleveland, Ohio

▪ Instruct students with different skill levels and different learning styles through trust and open communication.

Mayfield Heights, Ohio

▪ Strong leadership experience managing branch team in meeting the evolving financial needs of personal, business, and government clients.o Following methodologies including the LEAN continuous improvement cycle and a positive work culture to coach and develop my branch colleagues.▪ Responsible for meeting and upholding the compliance and audit standards by driving effective team training and performing regular audits on operational procedures targeting quality assurance to internal controls.▪ Strong leadership experience managing teams to prioritize branch sales goals and service quality expectations as well as to meet and exceed compliance standards.o Performance results:▪ #1 Huntington branch December 2019 performance to goal.▪ Audit results exceeding expectation for 2019.▪ Awarded Top Performer and Mortgage Partner 2018.▪ 2,371% to goal for business lending through excellent and effective relationship with business banking partners.▪ Responsible for branch risk management, identifying and mitigating transactional and document risks.

Middlefield, Ohio

▪ Operational and compliance leader of the branch.▪ Lead, coach, and develop teams to exceed branch goals and expectations.

Painsville, Ohio

Shaker Heights, Ohio

Bachelor'S Degree, General Studies Focus In Business Administration And Information Technology

Diploma

Activities and Societies: CISV exhange program to Norway, The WUHS TV Studio, The Talon Newspaper, Concert and Marching Band, Cross.