Summary
Overview
Work History
Education
Skills
New Leader in Banking
Timeline
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Matt Morrell

East Hampton

Summary

Accomplished leader in retail lending and customer experience management, notably at Chelsea Groton Bank, where I spearheaded service improvements and team growth initiatives. Expert in cross-functional collaboration and customer empathy, I've driven significant enhancements in customer satisfaction and operational efficiency. My strategic approach to relationship building and data analytics has consistently fostered high-performing teams and sustainable business growth.

Overview

28
28
years of professional experience

Work History

FVP; Retail Lending Customer Experience Mgr

Chelsea Groton Bank
07.2014 - Current
  • Collaborated with cross-functional teams to design new service initiatives.
  • Cultivated high-performing teams by implementing targeted training programs.
  • Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
  • Conducted regular performance reviews with team members, fostering professional growth and development.
  • Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
  • Developed new employees and on-going performance assessment of current employees.
  • Cultivated a supportive team environment that encouraged open communication, collaboration, and continuous learning to drive exceptional performance outcomes.
  • Spearheaded a process improvement project that identified inefficiencies within current workflows; implemented changes resulting in reduced handling time for customer inquiries.
  • Collaborated with marketing teams to align messaging and promotions with customer needs and expectations.
  • Championed customer-centric culture within company, leading by example and rewarding exceptional customer service behaviors.

VP; Retail Lending Sales Mgr

The Simsbury Bank and Trust Company
10.2012 - 06.2014

Grew sales team from 4 to 12 loan officers.

  • Demonstrated proficient leadership skills to motivate employees and build competent teams.
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
  • Built high-performance teams through effective recruitment practices focused on competency alignment and grew the sales force from 4 to 12 producing loan officers.

Mortgage Loan Officer

American Eagle Federal Credit Union
09.2008 - 10.2012
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
  • Participated in industry events and conferences to build relationships and gain market intelligence.
  • Delivered timely updates on loan status, communicating proactively with all parties involved in each transaction.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Analyzed loan applications and credit reports to determine loan eligibility and risk level.
  • Developed and implemented marketing campaigns to generate new business opportunities.
  • Managed risk effectively by adhering closely to compliance guidelines during all stages of the loan origination process.

Mortgage Loan Officer

United Mortgage Finance Group
02.2001 - 09.2008
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.

Branch Manager

People's Bank
09.1996 - 02.2001
  • Developed team members through mentorship and training to enhance skillsets.
  • Resolved customer issues with prompt solutions to maintain positive relationships.
  • Identified growth opportunities with comprehensive market analysis.
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.

Education

CT School of Banking And Finance
Farmington, CT

MBA -

Albertus Magnus College
New Haven, CT
05-2012

Master of Arts - English

SUNY College At Fredonia
Fredonia, NY
05-1993

Skills

  • Cross-functional collaboration
  • Voice of customer analysis
  • Customer empathy
  • Data analytics
  • Encompass
  • Relationship building
  • Team recruiting and hiring

New Leader in Banking

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Timeline

FVP; Retail Lending Customer Experience Mgr

Chelsea Groton Bank
07.2014 - Current

VP; Retail Lending Sales Mgr

The Simsbury Bank and Trust Company
10.2012 - 06.2014

Mortgage Loan Officer

American Eagle Federal Credit Union
09.2008 - 10.2012

Mortgage Loan Officer

United Mortgage Finance Group
02.2001 - 09.2008

Branch Manager

People's Bank
09.1996 - 02.2001

CT School of Banking And Finance

MBA -

Albertus Magnus College

Master of Arts - English

SUNY College At Fredonia
Matt Morrell