Scott Moritz Email & Phone Number

Jacksonville, Florida, United States

Jacksonville, Florida Area

Worked in retail lending division to finding home financing solutions for purchase and refinance.

Jacksonville, Florida Area

Work with individuals to help them find the best mortgage solution for their purposes.

Jacksonville, Florida Area

Created the EMV terminal conversion project as well as working in a support role working with the sales people and existing customer base. The project consists of:• Thoroughly researched to find out the details of the EMV Conversion taking place on October 2015 so that we could develop a plan that would allow the business and its customers to be compliant and protected on that date• Defined the scope of work independently but getting input from other stakeholders which determined that there will be a significant HR need throughout the project in order to finish on time • Coordinated with vendors to get best pricing on the replacement equipment that will be required for the customer base to upgrade to in order to be compliant• Rolling out the plan and all supporting documentation to the sales team in order for them to begin reaching out to their book of business

Jacksonville, Florida Area

• Partnered with upper management colleagues to craft business initiatives to determine scope and then execute them• Evaluated scenarios to determine project cost and forecasting to create cost baselines• Performed quality assurance checks throughout the projects in order to verify accuracy• Effectively communicated all relevant project information to all stakeholders and project team• Regularly held training and team building to further expand the team knowledgebase. • Performed change control process when issues were identified with the process or output• Converted all outputs to OPA’s and stored in the database where applicableManaged projects that were completed on behalf of the organization where the outputs were:• Residual and commission auditing process which helped save the organization over $20,000 in the time it was created• Creation and implementation of sales training curriculum and sales support documentation to include product briefings and quotation templates, which sped up the training time from two weeks to one and gave the sales a team a database of resources in refer when needed• Developed a partnership model for bringing on new business partners for support and product expansion which was necessary when we found new partners that were giving us a better overall residual for our business• New product rollout process which increased the company’s flexibility and effectiveness• Transition of the organization’s most profitable book of business to new sponsor banks when necessary (executed three times in 2014)• Conversion of the Customer Relationship Management (CRM) platform which increased the organization’s ability to effectively manage its sales force and application submission process • Customer Retention Plan which allows us to increase our bottom line while reducing account turnover by 75%

Jacksonville, Florida Area

Developed and executed business strategy regarding organizational growth both internally by way of team building and corporate structure and externally by creating and implementing marketing strategy. • Managed talent acquisition strategy including sourcing, selecting, and onboarding sales and customer service staff• Created and oversaw the corporate structure and regularly held training and team building exercises• Reviewed and altered contracts with vendors when applicable before executing said agreements• Regularly held organization meetings to disseminate important news to the entire team • Established operational, sales, and customer service standards to retain customers and secure new business• Addressed escalated customer service issues and coached employees to continually improve client relationship skills • Enhanced company’s online presence by crafting and updating online content

Jacksonville, Florida Area

Managed accounts and led projects to develop new business and support customer service goals. Served as main point of contact for key accounts, drove new business strategies, and developed network of prospective clients. Facilitated the development and design of marketing collateral including flyers, brochures, and branded materials. • Developed and implemented a sales goal and incentive program to engage employees and support business growth. • Strategized with management to craft aggressive marketing plans to penetrate target areas and increase market share.

Jacksonville, Florida Area

Coordinated customer service, loan transactions, marketing, and business development for a mortgage lender. Directed lending process from initial submission to closing in conjunction with loan processors. Built and sustained an active pipeline of prospective candidates and secured new business through client referrals. • Grew office from a four-person team to company with forty employees through effective relationship building and new business development initiatives. • Identified and resolved escalated customer service issues related to file closing.

Jacksonville, Florida Area

Marketed financial services to the public via several different marketing methods. • Familiarized myself with the processes and procedures of the insurance industry.• Worked internally with the team to ensure effectiveness while doing administrative tasks.

Jacksonville, Florida Area

Coordinated a team of technicians that technically supported several of Bank of America’s Lines of Business. Implemented and distributed fixes/patches created by our support team out to the technicians. • Managed MS Access and created/maintained the website that supported our team which included all fixes/patches.• Learned advanced IT concepts

Bachelor'S Of Business Management, Business, Management, Marketing, And Related Support Services

Activities and Societies: 4 Year Varsity Letterman for FootballPlayed Varsity Football for Gamecocks for 4 years

Bachelors, Marketing, Management

Activities and Societies: 4 Year Varsity FootballDouble major in Marketing and Management while playing Varsity football for the Gamecocks.