Morgan Greenough
Charlotte
Summary
Highly motivated and dynamic individual with a strong emphasis on delivering exceptional customer experiences. Excels at multitasking and thrives in a team-oriented environment. Adapts quickly to new concepts and challenges, making sound decisions in any scenario. Known for friendly and professional demeanor, creating an atmosphere of trust and ease. Proficient in computer systems, multi-line phone operations, and typing speed of approximately 65 wpm. Eager to contribute to a company I deeply believe in, embracing growth opportunities and forging a rewarding career journey.
Overview
8
8
years of professional experience
Work History
Implementation Specialist
Apex Solutions
06.2024 - Current
- Managed multiple implementation projects maintaining strict deadlines without compromising quality or scope.
- Developed relationships with clients, fostering trust and confidence in the process for their requests.
- Delivered exceptionally high level of professionalism and support to each client, upholding Bank of America's commitment to service.
- Developed clear documentation for all implementation processes and procedures, enabling easy knowledge transfer among team members.
Mortgage Loan Processor
Bridgewater Capital
06.2022 - 10.2023
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Handled any conditions sent from underwriting departments.
- Prepared file for final clear-to-close by branch management.
- Received on-going, comprehensive training on home loan products and mortgage process.
Mortgage Loan Coordinator
Leverage Lending Group LLC
06.2020 - 05.2022
- Processed Conventional, FHA, VA, USDA and NonQM purchase and refinance mortgage loans through the wholesale channel
- Worked with borrowers and real estate agents gathering required documentation needed for their loan and explained the process throughout loan milestones
- Worked with many wholesale lenders such as UWM (United Wholesale Mortgage), REMN, Caliber, Silver Hill Funding, Flagstar, Athas Capital Redstone and OakTree Funding
- Obtained mortgage payoffs, homeowner's insurance policies, homeowner's association documentation, verifications of employment and other required documentation in order to bring the client to closing as well as balancing closing disclosures with attorneys in order to generate closing packages
- Facilitated clear communication between borrowers, underwriters, and other stakeholders to resolve issues quickly and efficiently.
- Played an instrumental role in increasing company revenue through successful completion of numerous loan transactions.
Loan Partner/Approval Specialist/Greetings Partner
Summit Funding, Inc.
09.2019 - 05.2020
- Contacted borrowers in regards to their mortgage loans to receive documentation essential to their pre-approvals, processing and underwriting to bring them to their closing while entering and updating information in Encompass
- Improved loan processing efficiency by streamlining documentation and communication procedures.
- Maintained compliance with federal lending regulations by staying up-to-date on industry changes and adhering to company policies.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Teacher Assistant
San Clemente Preschool
03.2019 - 06.2019
- Assisted teachers in their day to day as well as subbed full classes up to 12 students alone
- Supervised students during lunch breaks, recess, field trips, and other school-related events, maintaining a positive atmosphere conducive to learning.
- Assisted lead teacher in managing classroom behavior, ensuring a safe and supportive learning environment for all students.
- Fostered a positive learning environment by modeling enthusiasm, empathy, and respect for all members of the school community.
- I left my position at San Clemente Preschool to move to North Carolina
Teacher Aide
St. Michael's Christian Academy Preschool
04.2018 - 03.2019
- Helped organize everyday operations at the preschool and assisted teachers with their curriculum during class
- Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
- Enhanced classroom engagement through the use of interactive teaching methods, such as group projects and hands-on activities.
- Organized extracurricular activities such as clubs or field trips that enriched students' learning experiences outside traditional classroom settings.
DMV Title Clerk/Contract Processor/Wholesale and Auction Vehicle Transactions
Allen Cadillac, GMC, Hyundai
11.2016 - 04.2018
- Took care of wholesale and auction vehicle transactions as well as general accounting work, process contracts and DMV titles and transfer of ownership
- Experienced in the programs Reynolds and DMV Desk
- BPA approved to eFile and live scan for the California DMV
- Assisted customers with complex title issues, providing guidance on necessary steps to resolve problems.
- Enhanced office productivity by managing a high volume of title applications and paperwork daily.
Education
9 Units - Early Childhood Education
Saddleback College
Mission Viejo, CA01.2019
High School Diploma -
Laguna Beach High School
Laguna Beach, CA01.2010
Skills
- Negotiation
- Microsoft Outlook
- Microsoft Office
- Wholesale Lending
- Teaching
- Loan processing
- Computer literacy
- Financial services
- Mortgage Loan Processing
- Sales
- Communication skills
- Typing
- Organizational skills
- Mortgage Processing
- Windows
- Loan Origination
- CRM software
- Customer support
- Word processing
- Phone etiquette
- CRM Software
- Analysis skills
- Time management
- Employment Verification
- Mortgage Loan Coordinating
- Microsoft Word
- Customer service
- Front desk
- Third Party Verifications
- Computer skills
- Microsoft Excel
- Issue resolution
- Client training
- Business analysis
- Telephone and email etiquette
- Software implementation
- Project management
- Implementation management
- Client management
- Document review
- Relationship management
- Banking regulations
Timeline
Implementation Specialist
Apex Solutions
06.2024 - Current
Mortgage Loan Processor
Bridgewater Capital
06.2022 - 10.2023
Mortgage Loan Coordinator
Leverage Lending Group LLC
06.2020 - 05.2022
Loan Partner/Approval Specialist/Greetings Partner
Summit Funding, Inc.
09.2019 - 05.2020
Teacher Assistant
San Clemente Preschool
03.2019 - 06.2019
Teacher Aide
St. Michael's Christian Academy Preschool
04.2018 - 03.2019
DMV Title Clerk/Contract Processor/Wholesale and Auction Vehicle Transactions
Allen Cadillac, GMC, Hyundai
11.2016 - 04.2018
High School Diploma -
Laguna Beach High School
9 Units - Early Childhood Education
Saddleback College
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