Morgan Lowe Email & Phone Number

Richardson, Texas, United States

• Assists Pinnacle Montessori Academy franchisee partners with finding SBA 504 and 7a loans of $5million+ to finance the construction of 15+ Pinnacle Montessori Academy franchisee locations
• Assists Pinnacle Montessori Academy franchisee partners in property management such as appraisal protests, property research, and agricultural exemptions
• Prepares and updates loan application documents such as pro forma financials, business plans, and cost projection budgets for Pinnacle Montessori Academy franchisee locations
• Tracks the performance and financials of 11 currently operating Pinnacle Montessori Academy locations
• Performs basic bookkeeping functions such as creating and sending invoices, royalty calculations and invoice management, payroll management, transaction categorization, journal entries, and pulling requested reports
• Trains and manages virtual assistants from abroad in both financing and accounting activities.

Dallas, Texas, United States

• Processed sales orders, purchase orders, invoices, payments, and other business transactions in QuickBooks (Wholesale and Manufacturing Edition 2018)
• Calculated job costs and quoted prices to customers in conjunction with Operations Manager
• Provided customer service through phone and email correspondence
• Managed filing system for all physical documents at location in Dallas

Wichita Falls, Texas Area

• Handled cash from 15 tills daily and counted it to verify the amount
• Managed daily deposits between $7,000-$20,000 and financial forms
• Made regular opening and closing announcements over intercom, along with irregular announcements referring to birthdays, weather conditions, and other occasional announcements
• Conducted an hourly audit on the admission ticket count, sorting different tickets such as adult, child, senior, and special tickets

Burkburnett, TX

• Counted and processed cash, checks, and debit or credit card payments through a point-of-sale system
• Provided customer service by handling customer merchandise and checking them out at a rate of up to 20 items per minute,
• Helped customers find item locations throughout the store while answering pricing questions about merchandise
• Marketed current promotions to incoming customers

Bachelor Of Business Administration - Bba, Business Administration And Management, General

Activities and Societies: Voices Editor • Advertises current issues of Voices around campus and the Wichita Falls community, encouraging.

Bachelor Of Business Administration - Bba, Business Administration And Management, General

British Studies Program: London