Morgan Klein Email & Phone Number

Farmington, MI, US

• Manage and lead six Transaction Managers who are responsible for facilitating high volume trades into the secondary market
• Provide feedback and mentor individuals to help achieve their career goals
• Prepare, facilitate, and deliver multiple trainings on our various tasks and unique scenarios
• Interview potential candidates for roles within Transaction Management

• Facilitate and manage MBS trades with Fannie Mae and Ginnie Mae as well as whole loan (CRA) trades with various investors
• Deliver credit and closing files to whole loan buyers and act as a liaison between the buyer and our Due Diligence team to ensure loans are being reviewed in enough time to meet the funding date
• Review and fix loan edits received upon delivery of loan data to Fannie Mae and Ginnie Mae by collaborating with various internal teams
• Prepare funding documents… Show more
• Prepare funding documents using excel and data from various sources for large volume trades up to $2B
• Maintain relationships internally and externally by communicating effectively and responding with a sense of urgency

Detroit, MI

• Analyze the risk of Quicken Loans partnering with banks, brokers, and credit unions
• Issue approval or denial of application based on risk, completeness, accuracy and guideline requirements
• Utilized excel to monitor approved, denied, and terminated partners
• Modify broker compensation and activate e-sign accessibility by amending partner’s broker agreement
• Curate partner statistics using various data sources to evaluate partner’s ability to work with Quicken Loans

Detroit, Michigan

• Researched and suggested material to add to a course that Ally provides to dealers
• Presented findings to various mangers and their teams
• Traveled to various locations around the country to learn about the role of Ally in the automotive industry

• Manage and lead four Resident Advisors; provide final input and approval for complex’s operations
• Entrusted with responsibility of ensuring Resident Advisors enforce university rules and policies

Midland, Michigan

• Supervise 35 students in South Village and 25 student residents in Miner Residence Hall
• Acted as a role model and mentor for students adjusting to new living environment
• Provide solutions to a variety of issues students seek assistance with daily
• Develop appealing programs that foster community relationships
• Follow all safety and university procedures

Midland, Michigan

• Prepared, printed, and bound 2015 tax returns for clients of multiple practices
• Communicated with clients to ensure documents were ready and reminded the client of appointment

Greensboro, North Carolina

• Gained valuable experience in accounts payable & receivable; quickly learned multiple processes
• Shadowed in five departments to understand the role of the accounting function in each department
• Recorded financial contracts discussed at daily managers meetings and processed appropriate reports

Bachelor Of Business Administration (Bba), Accounting

Education record