Hi, I’m
Frances M. Morgan
Eden,NC
Summary
As Vice President in both Trust Administration and Wealth Management the mission was to correct and provide guidance to more efficiently perform the Account Manager positions held by staff. My role was to also streamline day-to-day procedures to mitigate processing time lost when an employee was absent.
The tangible results oriented management allowed each department to meet and exceed business targeted goals by the collective Board.
Employee performance and expectations were elevated when a more relaxed working environment was achieved.
Overview
19
years of professional experience
Work History
Bank Of Guam
Vice President
12.2007 - 01.2011
Job overview
- Demonstrated proficient leadership skills to encourage employees to prepare for career advancement.
- Managed seasoned staff to maximize productivity while training staff on best practices and protocols.
- Clarified roles, responsibilities and expectations of staff by first upgrading computer operating data base.
- Collaborated with senior management to maintain external partnerships to continue strategic initiatives and long term goals to consistently be awarded bond issues in role of Public Finance Trustee.
- Reorganized Wealth Management department to perform more efficiently in tracking investments and garnering new business.
Wells Fargo
Senior Public Finance Account Manager
07.1992 - 12.2007
Job overview
- Trained new and existing staff members in financial procedures crucial to meet all prerequisites of Bond issues.
- Trained staff on proficiency of timely obtaining compliance documentation.
- Prepared monthly reconciliation of Bond issues to prevent any occurrence of default that would make Issuer in violation of the Bond Agreement.
- Accurately reviewed legal Bond issue Indenture and associated documentation in order to give precise instruction to be followed throughout term of Bond issue through maturity.
Education
University of PhoenixGuam - Online
Associate of Arts
12.2009
University Overview
University of Maryland Global Campus
Paralegal Certification - Graduated Fall 1982
Skills
- Relationship Building Internal and External Customers
- Loss Mitigation
- Team Building
- Department Recognition to Board
- Gave on-going training to subordinates in our effort to maintain a "superior" approach to meet Issuer expectations
Timeline
Vice President
Bank Of Guam
12.2007 - 01.2011
Senior Public Finance Account Manager
Wells Fargo
07.1992 - 12.2007
University of Phoenix
Associate of Arts
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