Morgan Wise Email & Phone Number

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

Virginia Beach, Virginia, Us

Virginia Beach, Virginia, Us

Virginia Beach, Virginia, Us

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.