Morgan Reid
Vineyard,UT
Summary
Dynamic Loan Coordinator at Mountain America Credit Union with a proven track record in project coordination and compliance adherence. Recognized for exceeding volume expectations while managing high-stakes loan applications. Skilled in documentation management and customer relationship management, I thrive in fast-paced environments, ensuring timely closings and exceptional client experiences.
Overview
5
5
years of professional experience
Work History
Loan Coordinator
Mountain America Credit Union
11.2023 - Current
- Manage 25–35 concurrent home equity loan applications from initiation to closing.
- Serve as primary point of contact for underwriting, closing, and internal teams to streamline loan progression.
- Coordinate onboarding and documentation collection for all new applicants.
- Ensure regulatory and timeline compliance across all stages of loan processing.
- Proactively troubleshoot delays and bottlenecks, often exceeding volume expectations during peak cycles.
- Maintain meticulous internal records while balancing high volumes of administrative work and deadline-sensitive communication.
Closing Documentation Coordinator / Account Support Specialist
ERC Pros
07.2022 - 10.2023
- Supported small business clients applying for the Employee Retention Credit by managing their accounts, collecting necessary documentation, and coordinating with internal accounting teams.
- Served as the primary point of contact for clients during onboarding and document preparation stages.
- Promoted within 3 months to oversee all closing documentation for the company’s ERC contracts.
- Sole coordinator responsible for preparing, reviewing, and sending final contracts to clients.
- Collaborated with sales representatives to amend and finalize contracts, ensuring IRS and compliance accuracy.
Loan Officer Assistant
Simplify Home Loans
08.2020 - 06.2022
- Supported clients through the home loan process by collecting required documentation, requesting third-party verifications, and communicating directly with members.
- Managed a high-volume pipeline of 20+ applications at a time while maintaining top-tier performance metrics.
- Consistently ranked as the top performer on the team for six consecutive months, recognized for both speed and accuracy.
- Collaborated with internal loan processors to ensure timely closings and compliance with underwriting guidelines.
- Maintained proactive communication with clients and third parties to avoid delays and manage expectations.
Education
Some College (No Degree) -
Utah Valley University
Orem, UTSkills
- Project & Workflow Coordination
- Loan processing
- Underwriting knowledge
- Compliance adherence
- Documentation management
- Risk assessment
- Customer relationship management
- Process Improvement
- Internal Communication
- Task & Deadline Management
- Remote Collaboration
- Document Tracking & Auditing
- CRM & Loan Processing Software
- Cross-Functional Team Support
References
References available upon request.
Timeline
Loan Coordinator
Mountain America Credit Union
11.2023 - Current
Closing Documentation Coordinator / Account Support Specialist
ERC Pros
07.2022 - 10.2023
Loan Officer Assistant
Simplify Home Loans
08.2020 - 06.2022
Some College (No Degree) -
Utah Valley University
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