Anthony W. Morgan
Omaha,USA
Summary
Results-driven finance professional with over 16 years of experience in loan processing and customer service. Proven ability to enhance operational efficiency and quality through effective problem-solving and decision-making. Experienced in technical support and consulting, with a track record of implementing practices that align with organizational goals. Expertise in global market research and analysis to leverage market trends for competitive advantage.
Overview
20
20
years of professional experience
Work History
Mortgage Loan Officer
First Interstate Bank
Omaha , NE
08.2024 - Current
●Provided inbound phone support for loan applicants.
●Discussed rates, terms, credit needs with customers regarding home equity loans, lines, auto loans and credit cards.
●Provided financial solutions for customers while compliant with bank, state, and federal regulations.
Member Service Representative
Pentagon Federal Financial Services
Omaha, Nebraska
11.2023 - 08.2024
●Provided inbound phone support for loan applicants.
●Discussed rates, terms, credit needs with customers regarding home equity loans, lines, auto loans and credit cards.
●Provided financial solutions for customers while compliant with bank, state, and federal regulations.
●Answered questions pertaining to areas of loan processing and servicing including payment research, taxes, loan modifications and assumptions, prepayments, payoffs, adjustable-rate loans, credit reporting, and lien perfection.
Consumer Direct Sales Home Equity II
Bank of the West
Omaha, Nebraska
05.2012 - 10.2023
- Provided inbound phone support for loan applicants.
- Discussed rates, terms, credit needs with customers regarding home equity loans, lines, auto loans and credit cards.
- Provided financial solutions for customers while staying compliant with bank, state, and federal regulations.
- Answered questions pertaining to areas of loan processing and servicing including payment research, taxes, loan modifications and assumptions, prepayments, payoffs, adjustable rate loans, credit reporting, and lien perfection.
- Assisted customers by handling the loan process and referring out to business partners.
- Acquired product knowledge to better assist in recommending products to the client.
- Managed inbound and outbound calls.
- Evaluated borrower financials.
- Reviewed clients’ required documentation for mortgage loans.
- President Award winner 2019, 2020, 2021 and 2022
Collector
First National Bank
Omaha, Nebraska
01.2009 - 01.2012
- Collected outstanding overdraft charges via phone and letter correspondent.
- Worked with customers’ on payment solutions.
Customer Service Representative
Ford Credit
Omaha, Nebraska
01.2006 - 01.2009
- Answered billing inquiries and provided technical support for e-Bill customers.
- Worked with customers’ accounts, which are in collection.
- Calmed irate customers. Provided them information on processes of making car payments.
Education
Bachelor of Business Administration -
Davenport University
Grand Rapids, MI08-2005
Computer Networking -
Davenport University
Grand Rapids, MI08-2005
Skills
- Team leadership and collaboration
- Attendance and reliability
- Analytical and reasoning skills
- Attention to detail
- Task planning and organization
- Quick learner of procedures
- Independent work capability
- Effective communication skills
- Activity prioritization for deadlines
- Adaptability in dynamic environments
- Inventory control expertise
- Problem solving abilities
- Shipping and receiving operations
- Customer service excellence
- Staff training and development
References
Available on request
Volunteer Humanity Work
- Second Harvest Gleaners, Regular Blood and Plasma Donor, 2002
- Habitat for Humanity, 2010 - 2016
- Omaha Street School, 2014
Licenses Awards
- Nationwide Mortgage Licensing System (NMLS)
- Employee of the Month, 10/2013, 06/2015, 12/2015
- Application submission Champion, 2015
- Mark of Excellence Winner, 3rd Quarter 2016
- Employee of the Quarter, 2008, Ford Credit
- President Award Winner, 2019, 2020, 2021, Bank of the West
Timeline
Mortgage Loan Officer
First Interstate Bank
08.2024 - Current
Member Service Representative
Pentagon Federal Financial Services
11.2023 - 08.2024
Consumer Direct Sales Home Equity II
Bank of the West
05.2012 - 10.2023
Collector
First National Bank
01.2009 - 01.2012
Customer Service Representative
Ford Credit
01.2006 - 01.2009
Bachelor of Business Administration -
Davenport University
Computer Networking -
Davenport University