Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Bobby Morgan

3121 Aileen Dr. Apt. B Raleigh,NC

Summary

I am a dependable, flexible, and dedicated employee. I will be relocating to the Salisbury, NC area and seeking employment.

Overview

32
32
years of professional experience

Work History

Substitute Teacher

Wake County Public Schools
Raleigh, NC
01.2024 - Current

Follow the lesson plans left by the teacher.

Manage the classroom to maintain order and a safe learning environment.

Lead children to other classes and activities throughout the day.

Escrow Insurance Servicing Technician

State Employees' Credit Union
Raleigh, NC
05.2021 - 06.2023

Process all insurance payments for one insurance company and balance daily.

Provide customer service to members and branch employees.

Communicate with insurance company.

Process insurance company refund checks.

Oversee the escrow department email inbox and distribute accordingly.

Mortgage Loan Assistant

Central National Bank
Poteau, OK
09.2020 - 04.2021

Prepare escrow analysis for all mortgages.

Pay insurance invoices and maintain insurance documents.

Process release of mortgages.

Maintain bank fee accounts using Quickbooks.

Purchasing Agent

Leflore County Clerk
Poteau, OK
07.2018 - 09.2020

Encumber funds for all county departments.

Pay departments invoices and balance weekly.

Assist with county budget and reconciliation.

Vice President/Branch Manager

First National Bank
Poteau, OK
06.2011 - 07.2018

Manage Operation staff and the facility upkeep at the Poteau branch.

Interview and assist with hiring vendors.

Assist with implementing new products and services.

Serve as Operations Manager for three locations.

Serve as Marketing Director overseeing all bank advertising, budget preparation, and spending.

Vice President/City Executive

State Employees' Credit Union
Marshall, NC
04.1992 - 04.2011

Manage Operations and Lending staff.

Maintain the facility.

Plan and conduct Advisory Board meetings.

Prepare monthly reports.

Serve members with all products and services.

Education

Certification - Finance

CUNA Mutual Group
Madison, WI
06.2003

High School Diploma -

Panama High School
Panama, OK
05.1981

Skills

  • Escrow Processing
  • Marketing
  • Operations and lending management
  • Facility management
  • Vendor management

Affiliations

Security National Bank - Board of Directors 2017-2018

Poteau Rotary Club - President 2017-2018

Poteau Chamber of Commerce - Board of Directors 2015-2017

Timeline

Substitute Teacher

Wake County Public Schools
01.2024 - Current

Escrow Insurance Servicing Technician

State Employees' Credit Union
05.2021 - 06.2023

Mortgage Loan Assistant

Central National Bank
09.2020 - 04.2021

Purchasing Agent

Leflore County Clerk
07.2018 - 09.2020

Vice President/Branch Manager

First National Bank
06.2011 - 07.2018

Vice President/City Executive

State Employees' Credit Union
04.1992 - 04.2011

Certification - Finance

CUNA Mutual Group

High School Diploma -

Panama High School
Bobby Morgan