Summary
Overview
Work History
Education
Skills
Timeline
Generic

Laura Morris

Wilmington,NC

Summary

Diligent and resourceful financial professional skilled in client relations and loan product recommendations. Highly responsive to delivery of services and focused on customer relationship building. Achieves compliance with company policies and regulations in carrying out job functions.

Overview

15
15
years of professional experience

Work History

Licensed Loan Officer Assistant

Guaranteed Rate
10.2020 - Current
  • Maintain referral pipeline by reaching out regularly to real estate agents, referral partners, and past clients.
  • Set up files using loan officer checklist and help submit on-time for processing.
  • Communicate with customers daily to request information and complete paperwork.
  • Interview borrowers over the phone, take loan applications, and pre-qualify borrowers.
  • Managed event planning and execution for business-centered gatherings.
  • Support loan processing by ordering title work, insurance documents, and appraisals.
  • Work with marketing department to create flyers for referral partners and for events like realtor lunches/meetings.
  • Use Canva and GR's own Red Arrow Connect to create social media posts about closings and testimonials.
  • Stay current on licensing requirements and continuing education classes throughout the year to maintain license.

Personal Banking Representative

First National Bank Of Pennsylvania
05.2018 - 10.2020
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Utilized customer relationship management software to provide accurate and complete customer service.
  • Backed up teller team by handling needs of new and existing customers at main counter.

Retail Store Manager

Cape Fear Antique Center
01.2009 - 05.2018
  • Responsible for every aspect of operating a 10,000 square foot antique furniture store with 5 full time employees.
  • Responsible for retail customer service & sales, advertising, creating ads & brochures, showroom & window design, implementing storewide sales & motivating sales team.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Handled back office operations including payroll, accounts receivable/payable, inventory control & coordinating delivery schedule.

Education

Some College (No Degree) - Business Management

University of Alabama At Birmingham
Birmingham, AL

Skills

    • Business Development
    • Loans
    • Problem Solving
    • Cash Handling
    • Credit
      • Schedule Management
      • CRM Software
      • Social Media Marketing
      • Event Planning

Timeline

Licensed Loan Officer Assistant

Guaranteed Rate
10.2020 - Current

Personal Banking Representative

First National Bank Of Pennsylvania
05.2018 - 10.2020

Retail Store Manager

Cape Fear Antique Center
01.2009 - 05.2018

Some College (No Degree) - Business Management

University of Alabama At Birmingham

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Laura Morris