Morgan Todd Email & Phone Number

Manhattan, Kansas, United States

• Process commercial loan applications, loan extensions, and loan modifications as requested by commercial lenders
• Process and monitor loan advances and payments as requested by commercial lenders and customers
• Prepare draw requests and maintain internal budget tracking spreadsheets for construction loans
• Review Exception Reports with commercial lenders weekly and work to collect required monitoring documents to satisfy loan exceptions, contacting customers as necessary
• Work with internal departments to ensure loans are compliant with loan policy, necessary approval requirements, and loan programs like SBA and USDA
• Responsible for accurate preparation and maintenance of all new, renewed, and/or increases of commercial loans, installments, lines of credit, to comply with regulatory requirements and bank policies

Manhattan, KS

• Prepared loan requests in accordance with all bank policies and regulatory requirements
• Executed daily loan transactions
• Directed customer support and other general administrative duties
• Provided assistance to loan officers and borrowers to clear exceptions
• Coordinated advances and payments with lead banks in the daily balance of participation loans
• Completed initial loan information form for renewals, modifications, and annual reviews

• Met client service objectives by forecasting requirements and initiating corrective actions
• Trained Client Relations staff and was available for questions regarding procedures and exceptions
• Actively worked Contract until funding process, notated and updated electronic and paper files
• Troubleshooted and researched questions from clients
• Monitored the status of loan documents, invoices, titles and other required documentation for processing municipal loans
• Processed real property, bonds, and third-party contracts by gathering all necessary paperwork and details in order to fund

Manhattan, KS

• Performed reviews of all original documents and check for accuracy of all documents, including: contracts, forms, loan rate sheets, etc.
• Responsible for setting up all loan funding documents before funding
• Worked with Client Relations staff on training and advising of documentation requirements
• Reviewed all contracts and customer packages before sending necessary documents to the customer
• Forwarded Contract to designated person with initial client service follow up, as well as weekly/bi-monthly follow up
• Met client service objectives by forecasting requirements and initiating corrective actions

Manhattan, KS

• Assisted with the final review for funding by verifying contracts, checking for accuracy of all documents, forms, fees, rates, etc.
• Verified equipment satisfaction and payment structure by confirming with the client
• Performed disbursements and closed accounts for Vendor Payable Account/Escrows - completed files and prepared them for scanning
• Established and maintained effective business and working relationships with clients, company personnel and management.
• Released UCCs to be recorded
• Monitored the status of loan documents, invoices, titles and other required documentation for processing municipal loans

Manhattan, KS

• Responsible for tracking and processing loan documentation
• Monitored the status of loan documents, invoices, titles and other required documentation for processing municipal loans

Junction City, KS

• Demonstrated strong attention to detail and focus while identifying errors in bank customer transactions
• Processed teller and internal documents for posting or cash letter processing by MICR encoding documents and balancing transaction batches.
• Prepared items and accounting entries for local, transit, Canadian checks, and TTL cash letters.
• Answered inquiries from branch offices regarding proof work
• Scanned documents efficiently
• Assisted in other item processing functions including statement preparation, bulk file and cycle sorting, and processing of outgoing mail

Junction City, KS

• Served as crew advisor, trained new staff on threshing and harvesting equipment
• Measured test plot data accurately
• Processed seeds manually and mechanically
• Cared for green house plants
• Prepared tissue samples for testing
• Organized seed for planting

Bachelor'S Degree, Agriculture - Animal Science

Activities and Societies: KSU IHSA Equestrian Club Team

Environmental Biology

Activities and Societies: LEAD Emporia, Colors of ESU, ESU Leadership Camp

High School

Activities and Societies: Junior Committee (Vice President), Senior Committee (President), Student Council