Lamar Morris
Flomaton,AL
Summary
Highly accomplished individual with experience in banking, accounting and finance. Expertise in budgeting, forecasting, financial analysis and reporting. Proven ability to effectively manage a team, build relationships and collaborate with stakeholders to achieve objectives. Possesses extensive knowledge of GAAP, internal control systems and financial regulations.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Commercial Lender
22nd State Bank
Brewton, AL
02.2025 - Current
- Manage, service and grow an assigned book of commercial banking clients. Execute on prospecting activities to grow new commercial banking households
- Understand and contribute to the credit decision-making process, including the analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification, and mitigation
- Focus on driving continual improvement in portfolio revenue growth and new production revenue
- Proactively contact clients to fully develop commercial banking relationships. Include the identification of all business and personal financial needs, and bring in the appropriate partners to deliver solutions
- Monitor, maintain, and update sales activity, pipeline, and other pertinent information
- Execute on all risk, operational, policy, and quality expectations related to the assigned client portfolio
- Promote the Bank's products and services
- Contribute to the fulfillment of department and company objectives, and goals
Controller
D.W. McMillan Memorial Hospital
Brewton, AL
09.2022 - 01.2025
- Perform all accounting activities, including month-end close, payroll, billing, A/R, A/P, GL, cost accounting, inventory, and revenue recognition
- Ensure the accuracy and timeliness of financial reporting, including monthly, quarterly, and annual financial statements
- Conduct monthly account reconciliations and variance analyses to identify and investigate discrepancies
- Manage depreciation and capitalization of fixed assets
- Reconcile all bank accounts
- Manage accounts payable
- Prepare and manage the annual budget process, working collaboratively with 20+ department heads
- Record accruals
- Work with external Auditors
- Monitor cash flow and liquidity and communicate status to upper management
- Present financials to administrator and department heads
- Process, review and code invoices
- Provide support to other departments
Vice President/ Branch Manager
Regions Bank
Bay Minette, AL
02.2019 - 09.2022
- Manage a branch with a portfolio of consumer and business households totaling $65MM in deposits and $10MM in loans; responsible for significantly impacting new revenue generation through identifying customer needs and providing appropriate guidance and perspective about solutions
- Coaches and develops banch associates through advanced level execution of Sales, Service, and Coaching process
- Manages recruiting and selection process for assigned branch in addition to participating in the selection process for future branch bankers and leaders, including participating in external career events
- Maintains relationships with line of business partners who assist customers when more complex financial needs are discovered
- Oversees all business transactions and practices within span of control, ensuring compliance with all regulations, bank policies, procedures, and internal audit requirements
- Ensures consistent optimal customer experience
- Conducts outside sales efforts to generate new business clients, while also maintaining and expanding existing consumer and business banking relationships
Assistant Vice President/ Branch Manager
Regions Bank
Brewton, AL
04.2013 - 02.2019
- Manage a branch with a portfolio of consumer and business households totaling $33MM in deposits and $9MM in loans; responsible for significantly impacting new revenue generation through identifying customer needs and providing appropriate guidance and perspective about solutions
- Coaches and develops branch associates through advanced level execution of Sales, Service, and Coaching process
- Manages recruiting and selection process for assigned branch in addition to participating in the selection process for future branch bankers and leaders, including participating in external career events
- Maintains relationships with line of business partners who assist customers when more complex financial needs are discovered
- Oversees all business transactions and practices within span of control, ensuring compliance with all regulations, bank policies, procedures, and internal audit requirements
- Ensures a consistent optimal customer experience
- Conducts outside sales efforts to generate new business clients, while also maintaining and expanding existing consumer and business banking relationships
Assistant Branch Manager
Regions Bank
Mobile, AL
08.2011 - 08.2013
- Assist with educating surrounding community about best practices to achieve and maintain financial wellness
- Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about solutions
- Provides consistent and timely coaching and guidance to junior level bankers to assist with strengthening their product knowledge and identifying customer needs
- Resolves escalated customer and associate issues, primarily in the Branch Manager's absence
- Achieves required levels of outbound calls associated using generated customer and prospect lead lists and prior customer conversations
- Ensures a consistent optimal customer experience, including handling customers transactional needs
- Ownership and resolution of customer issues
- Refers customers to an internal team of experts when additional financial goals and needs are recognized
- Assists branch leadership with new business development and partnerships with internal business partners
- Ensures safe and sound banking practices including adherence to all applicable laws and regulations
Financial Services Specialist
Regions Bank
Saraland, AL
06.2010 - 08.2011
- Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about solutions
- Achieves required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations
- Educates and advises customers on consumer and business products and services, including all loan and deposit types
- Provides a consistent optimal customer experience
- Ownership and resolution of customer issues
- Refers customers to an internal team of experts when complex financial goals and needs are recognized
- Ensures safe and sound banking practices including adherence to all applicable laws and regualtions
Operations Specialist
Regions Bank
Mobile, AL
11.2006 - 06.2010
- Process approximately 400,000 items per day
- Review/ balance accounts; Fast paced environment; deadlines extremely critical
- Route and ship documents to required location
- Cross trained as proof operator, blocker, adjustment clerk, and 7780 operator
Education
Alabama Banking School -
UNIVERSITY OF SOUTH ALABAMA
Mobile, AL, US07.2017
Bachelor of Science - Business Administration, Management
UNIVERSITY OF SOUTH ALABAMA
Mobile, AL, US07.2008
Skills
- Staff Recruitment and Hiring
- Adaptable to Changing Conditions
- Employee Training Oversight
- Prioritizing and Planning
- Sales Support
- Performance Monitoring
- Leadership and People Development
- Professional Relationships
- Preparing financial statements
- Budget Preparation
- AP/AR invoicing
- Financial Planning
- Cash Flow Management
- Account Reconciliation
- General Ledger Management
- Month-end and year-end closings
Certification
- Alabama Life Insurance License
- SBA PPP SWAT TEAM - Regions Bank - 2020
- Chairman's Club - Regions Bank - 2018
- Chairman's Club - Regions Bank - 2017
- Bank Exec Winner - AL Banking School - 2017
- Chairman's Club - Regions Bank - 2016
- Leadership Brewton - Brewton Chamber of Commerce - 2015
- Emerging Leaders - Regions Bank - 2015
References
References available upon request.
Timeline
Commercial Lender
22nd State Bank
02.2025 - Current
Controller
D.W. McMillan Memorial Hospital
09.2022 - 01.2025
Vice President/ Branch Manager
Regions Bank
02.2019 - 09.2022
Assistant Vice President/ Branch Manager
Regions Bank
04.2013 - 02.2019
Assistant Branch Manager
Regions Bank
08.2011 - 08.2013
Financial Services Specialist
Regions Bank
06.2010 - 08.2011
Operations Specialist
Regions Bank
11.2006 - 06.2010
Alabama Banking School -
UNIVERSITY OF SOUTH ALABAMA
Bachelor of Science - Business Administration, Management
UNIVERSITY OF SOUTH ALABAMA
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