Morgan Rivera
Hope Mills,NC
Summary
I am organized and a dependable person, successful at managing multiple priorities with accuracy and a positive attitude. I have the willingness to take on added responsibilities to meet team goals. I am a detail-oriented person with strong organizational skills. I have the strong ability to handle multiple projects, reviewing data simultaneously, and using multi-systems with a high degree of accuracy. I pride myself on analytical out-of-the box thinking, self-motivation, reliability with problem-solving and organizational skills. Effective at resolving discrepancies and working with third-party vendors to clear issues and completing assigned tasks. Proficient in NC real estate & mortgage standards and regulations. Knowledgeable in residential and manufactured home construction builds.
Overview
14
14
years of professional experience
Work History
Administrative Account Manager
Nailed It Roofing + Repair
02.2023 - Current
- Increased brand awareness by developing and implementing comprehensive marketing strategies.
- Boosted lead generation with the implementation of targeted digital marketing campaigns.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies.
- Coordinated cross-departmental efforts to execute successful marketing campaigns for key accounts.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Enhanced customer engagement, creating compelling content across multiple platforms.
- Improved company reputation through effective public relations initiatives.
- Optimized website conversion rates by executing user experience improvements and search engine optimization tactics.
- Oversaw budget allocation and management for all marketing initiatives, maximizing impact while maintaining cost-efficiency.
- Introduced agile methodologies into project management processes, increasing team efficiency and adaptability to change.
- Directed corporate rebranding efforts to align with company vision and mission statement.
- Managed branding campaigns and event marketing initiatives in print, video, web and social media.
- Exercised excellent communication to strengthen brand awareness and customer service.
Mortgage Loan Processor
Movement Mortgage
01.2019 - 01.2023
- Maintained Mortgage Loan Officer License all 4 years of employment with company.
- Total 6 years as a licensed loan assistant and processor applications accurately and successfully.
- Set up and completed loan submission packages.
- Successfully managed and processed all loan documents, loan systems, communication to on-time closing for 20-30 loans per month while meeting or exceeding deadline dates.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies.
- Leading loan officer team several months in a row processing autonomously $6,348,758 at 31 units in one month & met all closing dates.
- Prepared loan documents and explained loan terms to clients regarding loan conditions and requirements to comply with loan product.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Mitigated risk exposure for the organization through careful evaluation of applicant creditworthiness before proceeding with the loan process.
- Collected and compiled paperwork such as W2's, employment histories, insurance, tax histories, VA certificates, paystubs, and any other documentations to provide a clean file for underwriters review.
- Contributed to the success of the mortgage team by providing essential support in the areas of loan documentation review, data entry, and client communication.
- Analyzed borrower credit reports and income statements to verify accuracy.
- Expedited mortgage approval times by proactively resolving any discrepancies in borrower documentation.
- Provided exceptional customer service while guiding borrowers through the entire loan process from pre-qualification to closing.
- Received awards for meeting deadline dates and closing the most loans several months in a row.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Maintained accurate records of loan processing activities and documents in CRM system.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Developed comprehensive understanding of loan processing regulations and laws to be fully compliant.
- Handled all conditions sent from VA, USDA, Conventional, FHA/ bond loans and Appraisal underwriting departments.
- Liaised with credit bureaus, employers and other sources to check applicants' credit and personal references.
- Proved successful working within tight deadlines and a fast-paced environment.
- Excellent communication skills, both verbal and written.
- Skilled at working independently and collaboratively in a team environment.
- Learned and adapted quickly to new technology and software applications.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Proven ability to develop and implement creative solutions to complex problems.
Sales Representative/ Home Designer
Factory Expo With Champion Homes
01.2017 - 01.2019
- Met with existing customers and prospects to discuss home needs and recommend optimal solutions based on their needs.
- Maintained excellent knowledge on floor plans and manufactured home construction materials to help guide clients design their dream home.
- Utilized CRM to manage leads and draw cliental to the housing field to go over options for designing their new home via phone, in person presentation, and email.
- Provide personal tours of Champion home warehouse to show clients the home building process.
- Practice upselling home products and cross selling.
- Reviewed contracts with clients to assure proper expectations of their new home build.
- Collaborated with marketing to create impactful promotional materials for increased brand awareness.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
Loan Officer Assistant
Union Home Mortgage
02.2014 - 12.2016
- Maintained Mortgage loan Officer license during 2 years of employment with company.
- Collected and compiled paperwork such as W2's, paystubs, bank statements, work histories, divorce decrees/ marriage certificates, and other paperwork needed to build mortgage loan file for clean underwriting review and approval.
- Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
- Assembled important paperwork and disclosures for borrower.
- Streamlined communication channels between clients, Loan Officers, and underwriters to ensure timely updates and efficient information sharing.
- Proactively addressed potential roadblocks in the loan process, resulting in faster resolution of issues and higher client satisfaction rates.
- Prepared professional business correspondence on behalf of loan officer to obtain information and facilitate processing steps.
- Cultivated productive relationships with clients, realtors, and title/escrow officers to increase profits and expand customer base.
- Helped clients with homeowners insurance quotes and how fee's affected their mortgage payment and closing cost.
Administrative Assistant
Carolina Kidney Care
03.2012 - 02.2014
- Face of the Kidney Center for new patients and existing.
- Processed check-in and check-out services such as new patient paperwork, insurance, demographics, labs, and medication list.
- Worked with doctors and NP's to reschedule patients and schedule labs.
- Answered multi-line phone system, routing calls, fax, delivering messages to staff and greeting visitors and pharmaceutical representatives.
- Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
- Received and sorted incoming mail and packages to distribute to correct recipient.
- Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies per HIPPA compliance and implementing secure filing systems.
- Executed record filing system to improve document organization and management.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Delivered excellent customer service through prompt responses to patient & doctor inquiries, addressing concerns effectively, and building strong relationships.
Administrative Assistant
LWS Home Builder
05.2010 - 03.2012
- Processed data on new construction home builds and sales contracts.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales contracts.
- Effectively communicated with real estate agents to update information on new home builds.
- Received new home build progress photos and uploaded them to multiple MLS's, builder website, and social media.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained databases to track and record customer data.
- Supported office manager, field supervisor and process manager with office needs and details regarding new home builds and contracts.
- Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
- Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Executed record filing system to improve document organization and management.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Education
Associate of Arts - Business Management
Fayetteville Technical Community College
Fayetteville, NC05.2006
High School Diploma -
Douglas Byrd High School
Fayetteville, NC06.2002
Skills
- Complex Problem-Solving
- Solution-Focused
- Detailed Oriented
- Active Listening Skills
- Tech Savvy
- Financial Document Review
- Confidential
- Residential Mortgage Lending Regulations
- Mortgage Loan Processing
- Teamwork and Interpersonal Skills
- Respects Others Ideas and Celebrates Differences
- Effective Communication Skills
- Great Work Ethic
- Critical Thinking
- Empathy
- Supportive
- Great Time Management Skills
- Ability to Properly Prioritize Tasks
Quote
Go the extra mile, it is never crowded.
Unknown
Timeline
Administrative Account Manager
Nailed It Roofing + Repair
02.2023 - Current
Mortgage Loan Processor
Movement Mortgage
01.2019 - 01.2023
Sales Representative/ Home Designer
Factory Expo With Champion Homes
01.2017 - 01.2019
Loan Officer Assistant
Union Home Mortgage
02.2014 - 12.2016
Administrative Assistant
Carolina Kidney Care
03.2012 - 02.2014
Administrative Assistant
LWS Home Builder
05.2010 - 03.2012
Associate of Arts - Business Management
Fayetteville Technical Community College
High School Diploma -
Douglas Byrd High School
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