Morgan W Email & Phone Number

Pasadena, California, United States

First Financial Consulting believes in fully empowering people to achieve their financial goals by providing totally objective financial advice. Building and Maintaining relationships with our clients. Ensuring that every client feels like they are an extremely important client and that we will do everything we can to help them achieve their financial goals. Using perseverance to search for creative solutions to any day-to-day client service needs. Coordinating with fellow advisors and Charles Schwab (custodian) when necessary. Managing and ensuring the office functions efficiently.

Pasadena, Ca

Primary focus and significant experience in Purchase Loans. Purchase Loan Officer 2020-2021. Successfully assisted many homebuyers in securing financing for their new home purchases through out the United States from start to finish. From day 1 of Pre Qualification to Closing Day. NMLS#1538630For 2021-2022, spent a year per leaderships request to assist the overall business supporting various special projects in Consumer Direct Lending Mortgage Fulfillment-QA, including compliance and oversight of Illinois Anti Predatory Lending Law where the expertise of a licensed mortgage professional could assist and impact the operations side of the business model.Successfully created a new process supporting all mortgage loans for the company in the state of Illinois and the daily tasks associated with the IL APLD database. This new process proved to be be very successful in providing more time to IL licensed loan officers to focus on their clients and have less time off the phones making updates to the IL APLD. Also greatly reduced risk to the company regarding non compliance in IL loans. Production Support eliminated unnecessary time spent trying to manage loan officers and compliance related to IL APLD by supporting this new process. Also trained the existing staff to run, support and eventually take over the new process daily providing reporting and updates to sales, operations, and production support.Unfortunately, my time came to an end May 2022 with this great company as the market shift brought a large scale layoff to many wonderful colleagues including myself. It was a great pleasure to work with PennyMac and the many talented professionals that were apart of the team.

Orange County, California, United States

Senior Mortgage Loan Officer specializing in assisting with new home purchases. Also an expert in refinance opportunities. Primary focus assisting clients remotely through out the US, and referrals through Orange County, Los Angeles, San Diego, and the Inland Empire. Also specializing in assisting our veterans and law enforcement officers with all of their home financing needs. Licensed in 16 various states previously. Combination of company provided leads and self generated business. Upon moving to Los Angeles, transitioned to a new local mortgage company closer to home.

Greater San Diego Area

Responsible for all day to day operations including: Planning, overall business management, administration, staff management, marketing, public relations, sponsor related management, product and installation management, research and product development, wholesale and retail sales management, community relationships with vendors and sponsors, and management of race team/event planning.

Greater San Diego Area

This position was the result of being promoted from the prior position within AT&T after much success in the previous position. Responsible for identifying new business opportunities and managing existing account growth for AT&T's Business Integrated Solutions Group. This group consisted of Business clients with 1-10 employees, or the complete opposite of upwards of 50 to all the way up to 500+ employees. Business Integrated Solutions Group was responsible for all telecom related solutions to clients including wired and wireless products. Module based account management covering a territory of the greater San Diego area from the California/Mexico border cities to the Orange County line. Visited clients on site in their area locations. Partnered with the local corporate owned AT&T stores to provide assistance to business customers in the store locations, and provided complete training to sales associates, managers, and other staff members to support business solutions. Successfully completed the AXIOM Sales Force Development -The TRUTH About Selling program in 2009. Also, completed the AT&T training program: The Science of Consultative Selling. Sales and prospecting management was provided by salesforce.com.

Reno/Tahoe Area

This position was the beginning of the focus on small business for AT&T. As a small business advisor/account executive for the small business segment (50-100 employee companies) providing wireless solutions to new/existing clients at mainly AT&T retail locations, partnering with the retail organization to build relationships with employees as well as with business clients within retail stores. Prospecting of new accounts through existing accounts, retail referrals, networking events, and door to door visits near existing clients. Provided training to retail store members and management. Covered the Reno/Lake Tahoe area including the entire state of Nevada.

Reno/Tahoe Area

Successfully positioned all AT&T products and services including wireless phones, PDA's, wireless internet cards for laptop connectivity, home products such as high speed internet and cable television. Consistently met monthly sales objectives, and over achieved sales goals. Always-met overall career goals leading to success, and promotion to Business sales in 2007. One of the top sales professionals for the market in Apple's first ever released iPhone. Handled all administrative aspects of the sale including: completing customer contracts and warranties, pulling products from inventory, accepting customer payments and filing the completed orders. Maintained strong knowledge of all Company products, accessories, pricing plans, promotions, and service features consistently by attending trainings and web based learning services. Maintained knowledge of competitive offers from the other leading telecom companies, and provided critical market feedback to the store management team regarding local competition and product/service needs. Handled day-to-day service inquiries from customers. Provided efficient, courteous customer service and assistance in all aspects of product offerings and services at all times. Experience in store management processes with inventory, scheduling, staff training, and retail visual display changes. Success in this position led to the promotion into the small business segment of AT&T.