Morgan Smith Email & Phone Number

Englewood, CO

Glendale, Colorado

Responsible for oversight and management of daily operations of the Asset Management team for all clientsMonitors the production and quality of work performed, and implements process change as needed to meet client/industry expectationsInvestigates and resolves internal and client escalated operational issues Operational lead for integration of new.

Responsible for supervision of daily activities within Asset Management while monitoring for quality, effectiveness, and timeliness of performanceProvide standardized training to new team members, as well as training for changes to policies and proceduresFacilitated the development of the Policies and Procedures Manual ( internal employee reference) and.

Responsible for assigning, reviewing/quality control, and managing pipeline of Broker Price Opinions (BPOs) in order to meet client requirements.Consistently exceed minimum standards of completing 600 BPO orders, at 90% on time in an average of 6 days/order (average 750 monthly orders, 93% on time, average 5.2 days).Maintain broker/agent database for given.

Source potential candidates for various client job requirements.Interview candidates over the phone to ensure skill sets match client requirements.Prepare and format candidate resumes for presentation to clients.Responsible for maintaining relationships with candidates throughout the entire process, including the contract period.

Managed and maintained $80 million dollar pipeline for 18 Account Executives and 4 Loan Account Managers.Responsible for vendor management by establishing and maintaining relationships with appraisers, both local and nationwide.Underwriting to clear loan conditions such as appraisal, purchase contracts, title and income-related documentsImplemented.

Provided accurate rate quotes with underwriting sign-off authority. Underwriting to clear loan conditions such as, purchase contracts, title and income-related documentsServed as primary point of broker contact exemplifying superior customer service. Crossed-trained staff on disclosures and doc generation to provide additional coverage in other departments.

Established a local presence in the Colorado market to increase productivity and profitability for a multi-billion dollar sub-prime lender. Exceeded all sales goals within 3 months of start through an intensive ramp up (8-15 in-person client visits/day).Structured, pre-qualified, and priced loans specific to sub-prime and Alt-A lending.

Responsible for managing a $50 million funded pipeline, averaging 350 monthly submissions with a 50% pull-through ratio.Pre-approving loan conditions for underwriters - title, purchase contract addendums, desk review appraisals, and paystubsImplemented filing, dating, and organizational systems to increase team productivity, efficiency, and file.