Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Jeffrey Morton

Jeffrey Morton

San Antonio,TX

Summary

Hardworking account manager with several years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones.

Overview

3
3
years of professional experience

Work History

Account Manager

Open Lending
San Antonio, TX
05.2024 - 04.2025
  • Cultivated client connections driving usage of Lenders Protection program.
  • Enhanced client outcomes through implementation of lending enablement solutions.
  • Conducted profitability analysis to optimize client performance.

Commercial Lending Assistant

Greater Texas Federal Credit Union
Austin, TX
05.2022 - 05.2024
  • Spearheaded projects aimed at incorporating innovative tools in loan management and underwriting.
  • Determined financial suitability of loan applicants for sums as large as $2.5MM.
  • Developed standard operating procedures for commercial lending on the core banking platform.

Consumer Loan Officer

Greater Texas Federal Credit Union
Austin, TX
11.2021 - 05.2022
  • Oversaw entire lifecycle of consumer loan applications, managing intake to post-funding services.
  • Produced risk-mitigating contracts following regulatory requirements.
  • Served members with respect, kindness, and as a good steward of their finances

Education

Bachelor of Arts - History

Texas Tech University
Lubbock, TX
05-2021

Skills

  • Relationship building
  • Account strategy development
  • Cross-functional collaboration
  • Financial analysis
  • Risk assessment
  • Regulatory compliance
  • CRM systems
  • Meeting sales goals

Accomplishments

  • Nominated best undergraduate history research paper during sophomore year of university (2019).
  • Deployed and co-piloted a virtual lending platform designed to offer loan services for remote and underserved members.
  • Employee of the year - Texas Tech Federal Credit Union (2020).
  • Subject Matter Expert - Fiserv DNA Core Conversion
  • Subject Matter Expert - Sageworks Abrigo LOS Conversion
  • Awarded Top Producer for Gap and Extended Warranty Sold (2022)

Timeline

Account Manager

Open Lending
05.2024 - 04.2025

Commercial Lending Assistant

Greater Texas Federal Credit Union
05.2022 - 05.2024

Consumer Loan Officer

Greater Texas Federal Credit Union
11.2021 - 05.2022

Bachelor of Arts - History

Texas Tech University

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Jeffrey Morton