Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
References
Timeline
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Sheri Morgan

Neptune,New Jersey

Summary

Accomplished Senior Mortgage Loan Closer with 31 years at Mortgage Access Corp, excelling in team leadership and relationship building. Expert in FHA, VA, and conventional loans, ensuring compliance and timely closings. Recognized for exceptional attention to detail and effective communication, fostering strong partnerships with attorneys and title companies. Detail-focused, known for high productivity and efficient completion of tasks. Possess specialized skills in regulatory compliance, loan documentation accuracy, risk management, problem-solving, and time management, ensuring seamless closing processes and client satisfaction. Seasoned Senior Mortgage Loan Closer with comprehensive experience in residential mortgage loan closing processes. Previous work has resulted in improved efficiency of loan closing processes and enhanced client satisfaction.

Overview

31
31
years of professional experience
1
1
Certification

Work History

Senior Mortgage Loan Closer

Mortgage Access Corp dba Weichert Financial Svcs
Morris Plains, NJ
01.1994 - 05.2025
  • In my time at MOAC/WFS I processed, underwrote and closed loans. FHA DE obtained.
  • From 2004 - 2022 I was the Closing Manager for a team of 7-10 closers.
  • I am very organized and am able to work in a fast paced environment
  • I am well versed in Conv/FHA/VA loans. I possess knowledge in NJ, NY, PA, CT, MD, DE, VA and FL.
  • I possess knowledge of State Bond programs, MD/VA/DE/PA
  • Ensured that all required documentation was received prior to closing date, ie all title requirements, Homeowners Insurance, etc.
  • Prepared both initial and final Closing Disclosures for review by customers prior to closing. I consistently work ahead at 7 days
  • Coordinated with multiple departments, Processing and Underwriting, to ensure timely completion of mortgage loans and "close on time" mentality
  • I possess solid time management skills. Daily workflow consisted of new CD's, final CD's, releasing closing packages, disbursing funds for closing and assisting in any Post Closing requirements
  • Assisted in the preparation of closing documents ensuring compliance with all applicable laws, regulations and lender requirements.
  • Served as a liaison between clients, lenders, title companies, attorneys and other related parties during the loan closing process.
  • Maintained up-to-date knowledge of various loan products and compliance regulations.
  • Ensured compliance with federal and state lending regulations.
  • Trained new-hire Closers
  • Customer service is my ultimate goal and I have forged solid relationships with local attorneys, title companies and settlement officers

Education

Bachelor of Arts - Sociology/Education

Bucknell University
Lewisburg
05-1991

Skills

  • Team leadership
  • Relationship building
  • Attention to detail
  • Problem solving
  • Effective communication
  • State bond programs
  • Funding coordination
  • Cross-department collaboration

Accomplishments

  • Weichert Pride Award received
  • I stepped in as Closing Manager for the entire company in 2013 and managed staff in 2 offices, both Corporate and Ocean, NJ.
  • Annually exceeds the number of closed loans for the company

Affiliations

  • Avid jigzaw puzzle fan, live at the shore and walk the boardwalk frequently. Love to cook and a Baseball Mom.

Certification

  • Annual compliance courses taken

References

References available upon request.

Timeline

Senior Mortgage Loan Closer

Mortgage Access Corp dba Weichert Financial Svcs
01.1994 - 05.2025

Bachelor of Arts - Sociology/Education

Bucknell University