Blake Morgan
Knoxville,TN
Summary
Self-motivated and dependable while achieving high performance with minimal supervision. Talented manager with a strong background in customer service. Demonstrated the ability to complete tasks accurately despite interruptions and competing demands. Leader with management experience and exceptional people skills. Versed in communicating and teamwork. Desires a challenging role.
Overview
10
10
years of professional experience
Work History
Financial Counselor
Tennessee Orthopedic Alliance
Knoxville, Tennessee
04.2023 - Current
- Provided financial counseling to clients on budgeting, credit management, and debt repayment strategies.
- Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
- Answered customer inquiries regarding billings, payments, account status.
- Maintained accurate records of collections, adjustments and denials in the system.
- Monitored and maintained account balances, processed payments, and reconciled discrepancies in a timely manner.
- Assisted patients with questions regarding their accounts and billing information.
Loan Officer Assistant
Realty Mortgage Services
Knoxville, TN
06.2021 - 03.2023
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
- Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Adhered to federal and state compliance guidelines relative to retail mortgage lending.
- Submitted loan applications to underwriter for verification and recommendations.
- Delivered high levels of customer service to facilitate smooth processes.
Customer Service
21st Mortgage Corporation
Knoxville, TN
02.2019 - 06.2021
- Answered phone calls, provided information and connected callers to appropriate personnel.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Met and exceeded productivity targets by handling every interaction with top-notch customer service.
- Sorted and distributed incoming mail according to predetermined routing procedures.
- Organized outgoing mail for dispatch, including arranging for pickup or delivery by the postal service.
- Performed a variety of clerical duties such as filing, scanning documents, entering data into computer system, and managing records.
Manager
Chick-fil-A
Powell, TN
02.2017 - 12.2018
- Delivered an exceptional level of service to each customer by listening to concerns and answering questions
- Provided onsite training
- Navigated job responsibilities and completed regular tasks by interacting effectively with other employees
- Interviewed, hired and trained staff on practices, customer service standards and productivity strategies
- Supervised 20 employees per shift
- Provided constructive suggestions and encouragement to employees
- Completed forms and paperwork for end of day inventory, sales, and performance
Sales Associate
Toyota Knoxville
Knoxville, TN
08.2016 - 02.2017
- Assisted in managing day-to-day business operations, including selling various Toyota products by explaining unique features and educating customers on proper application of products
- Answered incoming telephone calls with professional and knowledgeable responses
- Expressed appreciation for patronage, inviting and encouraging customer return visits
- Educated customers on product and service offerings
- Helped customers sign up for loyalty programs and submitted completed paperwork
Manager
Chick-fil-A
Powell, TN
06.2014 - 08.2016
- Maintained safe food handling standards at all times
- Managed inventory to achieve targeted gross profit margin
- Stocked, priced, front-faced and rotated merchandise
- Operated check stand equipment including cash register, scanner and scale
- Provided performance feedback and coached employees with setting quarterly goals
- Completed daily logs, updated computer tracking systems and filled out other relevant documentation/ forms
Education
High School Diploma - General Education
Halls High School
2016
Skills
- Leading large organizations
- Strategic positioning
- Financial reporting
- Strategic planning
- Identifying risks
- Managing multiple priorities
- Conflict resolution
- Eye for detail
- Training and development
- Operations management
- Quick learner
- Results-oriented
- Positive learning process
- Time management skills
Affiliations
Future Business Leaders of America.
Timeline
Financial Counselor
Tennessee Orthopedic Alliance
04.2023 - Current
Loan Officer Assistant
Realty Mortgage Services
06.2021 - 03.2023
Customer Service
21st Mortgage Corporation
02.2019 - 06.2021
Manager
Chick-fil-A
02.2017 - 12.2018
Sales Associate
Toyota Knoxville
08.2016 - 02.2017
Manager
Chick-fil-A
06.2014 - 08.2016
High School Diploma - General Education
Halls High School
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