Summary
Overview
Work History
Education
Skills
Timeline
OfficeManager

Shannon Morgan

Mt Juliet,TN

Summary

Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on efficiently fulfilling loan requirements. Knowledgeable about checklists and disclosures, business correspondence and recordkeeping. Skilled at keeping all paperwork orderly and properly transferred.

Diligent and resourceful financial professional skilled in client relations and loan product recommendations. Achieves compliance with company policies and regulations in carrying out job functions.

Manages high-volume loan paperwork in dynamic environments with high production, approval and customer relations targets. Expertise includes reviewing and validating personal, employment and financial histories for each applicant. Self-motivated and reliable with excellent teamwork, problem-solving and organizational

Self-directed event coordinator with over 8 years of experience creating strategic alliances with organizational leaders to align with and support key business initiatives for on-time, under-budget event completion. Organized and ambitious planner with expertise in managing costs and budgets while establishing partnerships with vendors for optimal savings. Customer-oriented time manager and decisive leader.

Overview

16
16
years of professional experience

Work History

Loan Officer Assistant

Southern Bank Of Tennessee
Mount Juliet, TN
08.2019 - 05.2023
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • Worked with Loan Officer to create application profile in system and review key information at various stages within process.
  • Documented borrower's information in loan processing system and resolved any discrepancies.
  • Assembled important paperwork and disclosures for borrower.
  • Marketing for loan officers
  • Communicated with real estate agents on marketing and customer relations
  • Event planning

Customer Service Supervisor

Southern Bank of Tennessee
01.2014 - 08.2019
  • Responsible for daily transactions
  • Balancing vault
  • Wire Assistance
  • Sending/ordering Money from the Federal Reserve
  • Quoting CD and IRA rates
  • Training new employees on policies and daily procedures
  • Loan payments and payoffs
  • Assist in online banking
  • Community Outreach
  • BSA certified
  • Maintained current and compliant financial records, monitoring and addressing variances through detailed analyses.
  • Developed documentation and logs of implemented solutions and generated and submitted reports.
  • Created customer support strategy to increase customer retention.
  • Assessed personnel performance and implemented incentives and team-building events to boost morale.
  • Assessed and authenticated customer exchanges, voids and returns.

Customer Service Representative

First Freedom Bank
01.2012 - 01.2014
  • Responsible for daily transactions
  • Balancing vault
  • Wires
  • ATM Daily Maintenance
  • Sending/ordering Money from the Federal Reserve
  • Quoting CD and IRA rates
  • Remote Deposits
  • Training new employees on policies and daily procedures
  • Loan payments and payoffs
  • Community Outreach and marketing
  • Received recognition for being in the top 5 producers of our Opt In program for more than 1 year

Sales Lead Manager

Chico’s FAS
01.2010 - 01.2012
  • Responsible for day to day operations including labor control, sales, shrink controls
  • Customer satisfaction results, complaint control and resolution, on site marketing
  • Improved customer survey results 14% in first two months of taking over position
  • Excel in communication of results, improvement plans, and company initiatives
  • Excel in identification and development of managers
  • Lead set up of monthly fashion show events

Customer Service and Training Manager

Old Navy
01.2007 - 01.2010
  • Excel in achieving Sales and Profit Plan
  • Mentor associates around capability regarding opportunities, root causes, and long term solutions for sales, service, and marketing for promotions
  • Drive Customer Mania culture by role modeling and ensuring team members deliver 100% CES scores
  • Identified, trained, and developed team members
  • Led the first Re-Grand Opening for new concept in Southeast Region for Old Navy including planning, formatting, sponsorship, and onsite activities
  • Logistics supervisor ( inventory receiving and controls and weekly unit repositioning for marketing initiatives

Education

More College of Design, Mount Juliet High School

BSA Course IRA and CD Certified Certified in Talent Assessment process with Old Navy -

Skills

  • Financial Data Collection
  • Loan Records Filing and Maintenance
  • Customer Service
  • Wire Transfer
  • Reviewing Credit Information
  • Mortgage Closing Scheduling
  • Deposit and Payment
  • Accommodation Organization
  • Service Coordination
  • Agenda Setting
  • Event Staffing
  • Problem Anticipation and Resolution
  • Event Execution
  • Venue Selection
  • Budget Planning and Administration
  • Catering Oversight
  • Local Business Relationships
  • Vendor Negotiations
  • Event Planning and Assistance
  • Managing Reception
  • Decorating Expertise
  • Community Events
  • Store Layouts

Timeline

Loan Officer Assistant

Southern Bank Of Tennessee
08.2019 - 05.2023

Customer Service Supervisor

Southern Bank of Tennessee
01.2014 - 08.2019

Customer Service Representative

First Freedom Bank
01.2012 - 01.2014

Sales Lead Manager

Chico’s FAS
01.2010 - 01.2012

Customer Service and Training Manager

Old Navy
01.2007 - 01.2010

More College of Design, Mount Juliet High School

BSA Course IRA and CD Certified Certified in Talent Assessment process with Old Navy -

Shannon Morgan