Morgan Wise

Morgan Wise Email and Phone Number

Chief Financial Officer at Atlantic Bay Mortgage Group | Chief Mom Officer | Lifelong Learner | Positivity Builder | Outdoor Enthusiast @ Atlantic Bay Mortgage Group
Morgan Wise's Location
Virginia Beach, Virginia, United States, United States
Morgan Wise's Contact Details

Morgan Wise work email

Morgan Wise personal email

n/a

Morgan Wise phone numbers

About Morgan Wise

Family is – and will always be – my first priority. And that’s why Atlantic Bay is such a perfect fit for me (and my loved ones)! Here, we’ve built our company on the principle that family come first - always. Whether it’s our borrowers or our employees, we believe that we should all have the opportunity to be present in the moment. A healthy work-life balance shouldn’t be an option – it should be a non-negotiable. As Chief Financial Officer at Atlantic Bay and a working mom of three, this mentality is refreshing. Especially in an industry that never seems to sleep. “Work-life integration,” isn’t just a buzzword all in the sake of recruiting, but it’s something we want to be achievable for every team member. We should work to live, not live to work. Outside of Atlantic Bay, I love spending my time in the sun and on the water with friends and family. Whether we’re out on the boat or making memories in the pool, some of my favorite moments are spent outdoors with those who mean the most to me! And while alone time isn’t something I get often (Mom life, am I right?), I really do enjoy reading and am a big believer in keeping my body moving. I relieve stress through long Peloton rides and try my best to make it to the gym a couple times a week, too. Between my own family and my work family, I’m a pretty lucky lady. My biggest hope is that other industry friends will be able to find a work home that allows them to prioritize the things and people who matter the most to them, too! I’d love to connect! If you are interested in making a career change or just want to network, please reach out! Email: morganwise@atlanticbay.comWebsite: AtlanticBay.com

Morgan Wise's Current Company Details
Atlantic Bay Mortgage Group

Atlantic Bay Mortgage Group

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Chief Financial Officer at Atlantic Bay Mortgage Group | Chief Mom Officer | Lifelong Learner | Positivity Builder | Outdoor Enthusiast
Morgan Wise Work Experience Details
  • Atlantic Bay Mortgage Group
    Chief Financial Officer
    Atlantic Bay Mortgage Group Jan 2020 - Present
    Virginia Beach, Virginia, Us
    Actively leads the financial, accounting, and servicing functions for Atlantic Bay. And works closely with Capital Markets, Warehouse Lenders, and Investors to build sound relationships. • Manage, Oversee, and Participate in producing all Financial Statements and Related Reports (Internal and External)• Manage, Oversee, and Participate in Accounting Functions including A/P, A/R, Reconciliation, Audits, Cash Flow Management• Manage, Oversee, and Participate in Sub-Serviced Loan Portfolio• Manage and Oversee Loans Held for Investment Portfolio and REO Portfolio• Ensure financial and administrative controls are enforced• Oversee Finance including Loan Funding, Warehouse Bank Management, Servicing, Collections, Escrow Remittance• Check Signer Authority on all Accounts• Participate on Capital Markets Committee• Participate on Loss Mitigation Committee • Participate on Credit Committee• Participate on Loan Process Committee• Participate on Executive Strategy Committee
  • Atlantic Bay Mortgage Group
    Senior Executive Vice President Of Accounting, Finance & Servicing
    Atlantic Bay Mortgage Group Jul 2016 - Jan 2020
    Virginia Beach, Virginia, Us
  • Atlantic Bay Mortgage Group
    Vp Of Accounting & Finance
    Atlantic Bay Mortgage Group May 2013 - Jun 2016
    Virginia Beach, Virginia, Us
  • Atlantic Bay Mortgage Group
    Controller
    Atlantic Bay Mortgage Group Sep 2012 - Apr 2013
    Virginia Beach, Virginia, Us
  • Cherry, Bekaert & Holland
    Senior Manager
    Cherry, Bekaert & Holland Jan 2002 - Sep 2012
    Raleigh, North Carolina, Us
    Worked on engagements for a variety of clients including mortgage bankers, financial institutions, government contractors, commercial/retail, construction contractors, and not-for-profit. • Responsible for the overall budgeting, planning, and supervising audit, review and compilation engagements (provide management to over fifty engagements annually).• Oversaw the preparation, review and analysis of financial statements, including consolidated financial statements.• Reviewed and analyzed audit documentation completed by senior and staff accountants on engagements to ensure compliance with Generally Accepted Accounting Principles.• Identified and analyzed complex accounting issues including revenue recognition, business combinations, impairment of intangibles, variable interest entities, and restricted stock.• Worked on risk management projects including performing the internal audit function for the mortgage division of a large local financial institution.• Presentation of financial reports to boards of directors and audit committees.• Direct supervision of 4-6 senior and staff accountants, which includes managing their goals throughout the year, establishing their workflow, writing and administering their annual evaluations, and helping them achieve career milestones.• Active in the Firm’s recruiting and interviewing efforts.• Assisted in budget proposals and attend proposal meetings.• Conducted audit and attest training at the Firm-wide annual training for over 50 professionals.• Assisted the Firm with internal inspections for quality control of audit, review and compilation engagements.• Maintained knowledge on industry practices as well as conduct research.

Morgan Wise Skills

Accounting Auditing Internal Controls Gaap Cpa Financial Reporting Sec Filings Financial Accounting Financial Analysis Us Gaap Finance Banking Management Credit General Ledger Customer Service Corporate Tax Budgets Tax Generally Accepted Accounting Principles U.s. Generally Accepted Accounting Principles Sarbanes Oxley Act

Morgan Wise Education Details

  • Strome College Of Business
    Strome College Of Business
    Accounting

Frequently Asked Questions about Morgan Wise

What company does Morgan Wise work for?

Morgan Wise works for Atlantic Bay Mortgage Group

What is Morgan Wise's role at the current company?

Morgan Wise's current role is Chief Financial Officer at Atlantic Bay Mortgage Group | Chief Mom Officer | Lifelong Learner | Positivity Builder | Outdoor Enthusiast.

What is Morgan Wise's email address?

Morgan Wise's email address is mo****@****bay.com

What is Morgan Wise's direct phone number?

Morgan Wise's direct phone number is +175721*****

What schools did Morgan Wise attend?

Morgan Wise attended Strome College Of Business.

What skills is Morgan Wise known for?

Morgan Wise has skills like Accounting, Auditing, Internal Controls, Gaap, Cpa, Financial Reporting, Sec Filings, Financial Accounting, Financial Analysis, Us Gaap, Finance, Banking.

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