Summary
Overview
Work History
Education
Skills
Timeline
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Jullian Morton

Atlanta,GA

Summary

Experienced and self-motivated professional with nearly a decade of expertise in the mortgage banking industry. Passionate about process improvement and maximizing efficiency, driving commitment to delivering effective solutions. Proven ability to establish and maintain excellent communication and relationships with clients, ensuring their needs are met with utmost dedication. Focused on problem-solving, consistently exceeding expectations and contributing to the success of both clients and the organization.

Overview

12
12
years of professional experience

Work History

Construction Loan Analyst/Asset Manager

Hudson Realty Capital
07.2023 - Current
  • Evaluated construction loan draw requests and documents to verify accuracy and completeness.
  • Managed over $200MM in construction loans from different capital positions: Mezzanine Lender, Preferred Equity, etc.
  • Thorough understanding of construction requisition documents.
  • Reviewed change orders and budget reallocations.
  • Ensured loans adhered to requirements outlined in loan documents.
  • Coordinated with construction consultant, reviewed monthly site inspection reports.
  • Analyzed monthly financials and rent rolls for properties, created report to be distributed to investors.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Worked closely with Capital Markets team and FHA Origination Team.

Construction Loan Analyst

Davis-Penn Mortgage Co
01.2015 - 07.2023
  • Managed funding of new construction and rehabilitation FHA Multifamily Projects ranging from 5 million to 55 million dollars, market rate and complex tax credit funding.
  • Single-handedly managed all aspects of construction loans, often up to a dozen projects at a time.
  • Ensured projects were within budget and on schedule.
  • Processed and approved monthly draw requests.
  • Organized monthly company-wide production meetings and forecasted future closings.
  • Facilitated pre-construction meetings and post construction closings.
  • Scheduled and facilitated crisis management meetings with borrowers, contractors, and HUD.
  • Onboarded new loans, processed payments, approved escrow requests.

Coordinator I

University of Texas Medical Branch
01.2013 - 01.2015
  • Worked closely with management in a small team environment
  • Completed daily processing of incoming paperwork and data entry for approximately 3,000 participants
  • Analyzed statistics and compiled reports to be presented to the National Science Foundation
  • Organized and led the department in a value stream mapping session to determine places for improvement
  • Put in place multiple process improvements to streamline daily and long term operations.

Education

Bachelor of Science -

Louisiana State University
Baton Rouge, Louisiana

Skills

  • Process Improvement
  • Problem-Solving
  • Project Management Tools
  • Strong Communication
  • Interpersonal Skills
  • Leadership Skills
  • Customer Relations
  • Professional Demeanor

Timeline

Construction Loan Analyst/Asset Manager

Hudson Realty Capital
07.2023 - Current

Construction Loan Analyst

Davis-Penn Mortgage Co
01.2015 - 07.2023

Coordinator I

University of Texas Medical Branch
01.2013 - 01.2015

Bachelor of Science -

Louisiana State University
Jullian Morton