Jennifer Morris
Waxahachie
Summary
Motivated and results-driven Loan Closing Manager and Vice President with 12+ years of progressive experience in banking and loan operations. Expertise in overseeing complex loan closings, leading high-performing teams, and ensuring full regulatory compliance. Proven track record of managing high-volume pipelines, improving operational efficiency, and delivering exceptional client experiences. Strong leader skilled in cross-functional coordination and process optimization.
Overview
12
12
years of professional experience
6
6
years of post-secondary education
Work History
Loan Closing Manager, Vice President
Comerica Bank
Dallas
06.2021 - Current
- Lead and develop a team of 12 Loan Closing Officers, driving accountability and improving accuracy and timeliness of closings.
- Oversee full loan closing lifecycle from approval to funding for Energy, Middle Market, Private Banking, Real Estate and Syndications portfolios.
- Partner with key stakeholders to ensure seamless, compliant closings and exceptional client service.
- Implement process improvements and standardization across Loan Closing teams to reduce errors and increase efficiency.
- Manage and resolve assigned audit issues; consult on escalations and ensure remediation plans meet regulatory requirements.
- Monitor departmental financials and variances; report operational performance and KPIs to senior leadership.
- Lead change management for process redesigns, participate in cross-functional projects, and maintain business continuity and disaster recovery readiness.
- Create development plans, provide coaching and feedback, and recruit and retain high-performing talent.
Loan Closing Officer
Comerica Bank
Dallas
03.2017 - 06.2021
- Managed loan closing activities within established procedures and service standards; maintained a portfolio of 40+ loans concurrently.
- Closed complex syndicated Energy and Middle Market transactions, ensuring documentation completeness and accurate boarding.
- Collected and validated due diligence items (Beneficial Ownership, CIP, Flood, etc.) to mitigate bank risk.
- Coordinated with internal partners, legal, customers, and third-party vendors to resolve inquiries and errors promptly.
- Validated recap approval documents and ensured accurate reporting of loan data.
- Met key operational metrics for service quality, productivity, and turnaround time.
- Contributed to process design and implementation; developed training materials and facilitated onboarding for the Loan Closing team.
- Managed daily workflow, led weekly team huddles, and handled exception clearance and escalation.
Lending Assistant II
Comerica Bank
Dallas
08.2015 - 03.2017
- Supported Relationship Managers across ~65 commercial banking relationships, acting as primary daily contact for customers and internal partners.
- Closed and processed 75+ complex syndicated and sole-bank Energy loans annually with accuracy and timeliness.
- Processed fees, payments and advances through DEALS; handled DDA account setup and customer inquiries.
- Provided administrative support including travel booking and expense processing to Relationship Managers.
- Assisted Senior Lender in managing largest SAG portfolio nationwide with book balances of $425M and 19 complex deals.
- Organized and reviewed bankruptcy documentation and internal reports.
Customer Service Representative II
Comerica Bank
Waxahachie
03.2014 - 08.2015
- Displayed excellent customer service skills with high level of customer centricity
- Processed commercial and personal deposits, withdrawals, loan payments
- Responsible for main cash vault
- Maintained balancing record with 99% accuracy rating
- Achieved 5 perfect 1000 scores on JD Power customer survey
Education
MBA -
Tarleton State University
Stephenville, TX 01.2015 - 05.2018
Bachelor of Science - Business Administration
Tarleton State University
Stephenville, TX 08.2012 - 12.2014
Skills
- Strong interpersonal and leadership skills
- Ability to prioritize and drive results with a high sense of urgency
- Solid analytical and problem-solving skills
- Organizational skills and ability to work in a fast-paced environment
- Exceptional communication and conflict management skills
- Ability to learn proprietary systems/applications quickly
Timeline
Loan Closing Manager, Vice President
Comerica Bank
06.2021 - Current
Loan Closing Officer
Comerica Bank
03.2017 - 06.2021
Lending Assistant II
Comerica Bank
08.2015 - 03.2017
MBA -
Tarleton State University
01.2015 - 05.2018
Customer Service Representative II
Comerica Bank
03.2014 - 08.2015
Bachelor of Science - Business Administration
Tarleton State University
08.2012 - 12.2014