Summary
Overview
Work History
Education
Skills
Timeline
Generic

HOLLY MORGAN

Portland,OR

Summary

Self-directed professional with exceptional analytical, administrative and customer service skills. Excellent written and verbal communication skills. Great attention to detail and relationship building abilities. Able to quickly learn and implement new procedures, policies and software. Also skilled at working, learning and training remotely.

Overview

8
8
years of professional experience

Work History

Business and Employment Specialist

Oregon Employment Department
Portland, OR
05.2021 - Current
  • Assist individuals via telephone, internet, email, and mail filing for and/or claiming Unemployment Insurance benefits.
  • Identify issues ; gather, evaluate, interpret and present facts in relationship to application of laws, rules and policies governing the program.
  • Detect, identify, and set up potentially disqualifying issues during individuals' initial and ongoing interactions with individuals.
  • Detect, identify and flag identity theft/fraudulent claims.
  • Analyzes claims to determine eligibility for Unemployment Insurance Benefits; applies relevant statutes, rules and regulations; determine need for further investigation and documentation.

Consumer Loan Underwriter

DISYS Contract Wells Fargo
Hillsboro, OR
09.2020 - 04.2021
  • Approved, modified, and declined rate term refinance subordination requests from Wells Fargo and 3rd party lenders.
  • Reviewed titles, appraisals and all required documentation for accuracy and completeness.
  • Ensured credit files are current, complete, and compliant with company standards.
  • Worked with Receiving, Processing, Doc Prep and requestors to ensure timely and accurate approvals.

Collateral Administration

Aerotek Contract Lease Dimensions / Genpact
Portland, OR
03.2019 - 09.2020
  • Managed large volume email inbox for third party loan servicer relating to filing of property liens and terminations of liens.
  • E filed and paper filed UCC1 and UCC3 filings.
  • Worked with title companies, lenders and borrowers needing terminations of liens filed.
  • Educated on process and documentation needed.
  • Examined documentation, process and send filings for recording with appropriate county or state jurisdiction.
  • Responded in a timely manner to urgent rush requests.

Building Monitor

REACH Community Development Inc
Portland, OR
07.2017 - 08.2019
  • Acted after hours on call as Fire/Life Safety Director in absence of Manager; responded to emergency situations such as medical, police, fire emergencies, and takes appropriate action including contact emergency services (911),.
  • Ensured building exterior grounds are free of debris.
  • Completed building rounds to ensure security.
  • Responded to lockouts and emergency situations.
  • Reported any after-hours concerns to property manager.
  • Completed detailed incident reports, update building monitor logbook, inform management of ongoing issues.

Financial Crimes Specialist

Aerotek Contract Wells Fargo
Portland, OR
12.2018 - 03.2019
  • Reviewed, verified and/or identified customer transactions to detect/prevent financial crimes activities, policy violations and suspicious situations in order to mitigate and/or recover losses.
  • Used a variety of sources for information, including online systems and tools/models.
  • Accurate data entry of account transactions.

Claims Analyst

Adecco Contract Epic Systems
Portland, OR
04.2016 - 04.2017
  • Reviewed claims, correspondence and documentation relating to Securities Class Action & Mass Tort litigation.
  • Made decisions regarding claims and supporting documentation, verified transactions, applied and resolved defects, corresponded with claimants via email and postal mail.
  • Prioritized work, created escalations, identified and consulted with leadership regarding any impediments to work.
  • Updated database with detailed team notes and claim status.
  • Searched database for duplicate or split claims and missing transactions and documentation.
  • Use of Google Translate and Oanda Currency Converter for non-English claims.

Customer Service Representative

Xerox Corporation
Portland, OR
01.2014 - 07.2015
  • Provided customer service, sales, retention and technical support for Sprint.
  • Researched history, determined and applied credits and adjustments, processed payments and payment arrangements.
  • Troubleshot wireless devices, resolved and explained billing issues, tracked orders.
  • Contacted customers to update them on resolution.
  • Recommended products and plans that best suit customers' needs.
  • Navigated through multiple computer applications with speed and accuracy.
  • Performed accurate, detailed data entry.
  • Maintained a high level of customer service and professionalism to a wide range of customers.

Education

Associate of Applied Science - Respiratory Therapy

Mount Hood Community College
Gresham, OR
06.2009

Skills

  • Proficient at Microsoft Office, MS Teams, Excel, Workday, proprietary programs
  • Excellent written and verbal communication skills
  • Superior analytical, interpersonal, active listening, and critical thinking skills
  • Detail Oriented
  • Resolution focused
  • Type 35 WPM

Timeline

Business and Employment Specialist

Oregon Employment Department
05.2021 - Current

Consumer Loan Underwriter

DISYS Contract Wells Fargo
09.2020 - 04.2021

Collateral Administration

Aerotek Contract Lease Dimensions / Genpact
03.2019 - 09.2020

Financial Crimes Specialist

Aerotek Contract Wells Fargo
12.2018 - 03.2019

Building Monitor

REACH Community Development Inc
07.2017 - 08.2019

Claims Analyst

Adecco Contract Epic Systems
04.2016 - 04.2017

Customer Service Representative

Xerox Corporation
01.2014 - 07.2015

Associate of Applied Science - Respiratory Therapy

Mount Hood Community College
HOLLY MORGAN