Theresa Morgart
Glendale,AZ
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
24
24
years of professional experience
Work History
Office Manager
Diversified Remodel & Design
Phoenix, AZ
10.2023 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Organized and detail-oriented with a strong work ethic.
- Learned and adapted quickly to new technology and software applications.
Purchasing Agent
Coolsys Commercial and Industrial
Phoenix, AZ
05.2020 - 08.2023
- Main procurement specialist for the regions of Idaho, Montana, Wyoming, and New Mexico
- Handles an annual average of 2500 purchase orders and 700 bids Generates bids for projected work that exceeds established customer limits
- Ensures effective order tracking and timely parts delivery through vendor communication
- Manages the processing and coordination of vendor returns
Sales and Service Specialist
BOKF, DBA BOK Financial
07.2009 - 05.2020
- Primary management of an $82 million loan portfolio and a $37 million deposit portfolio catering to the needs of three Relationship Managers. Additionally, providing secondary management for another two Relationship Managers, resulting in a combined loan portfolio of $225 million and deposit holdings of $108 million.
- Ensuring that exceptions and overdue accounts are kept within the threshold limits outlined by bank policies.
- Played a pivotal role in reducing loan documentation preparation time by participating in the Greenbelt project, specifically focusing on improving loan documentation revisions and rectifying errors.
- Serving as a Subject Matter Expert on the electronic document storage system, which involves testing and conducting training for both current and prospective staff members.
- Successfully trained six team members on bank systems and Standard Operating Procedures (SOPs).
- Actively participated as a trainer and continued to provide support as a team member during the Mobank and CoBiz acquisitions.
Loan Modification Specialist
GE Capital Franchise Finance
01.2007 - 02.2009
- Collaborated extensively with the Collateral Management team and the In-House legal team to facilitate the internal transition of modification documentation. This strategic shift resulted in a remarkable 69% reduction in external legal expenditures over a span of 2 years, coupled with a significant 73% decrease in Time to Close.
- Collaborated closely with the Collateral Management team and the Special Servicing team to internalize document restructures, resulting in a remarkable reduction of Time to Close from 57 days to just 11.4 days, covering the entire process.
- Enhanced operational efficiency by creating Standard Operating Procedures (SOPs) and implementing an organized file management system, resulting in a streamlined modification process and increased productivity
- Managed the successful sale of $100,000,000 worth of assets, generating a net income of $3,600,000 for the business. This achievement involved meticulously auditing files, orchestrating comprehensive documentation, and overseeing due diligence in collaboration with buyers, external legal advisors, and internal stakeholders.
- Enabled the acquisition of two loan portfolios by conducting thorough audits of loan document files for assets valued at $78,000,000
Loan Closing Specialist/Associate Loan Closer
GE Capital Franchise Finance
12.2003 - 01.2007
- Successfully completed the closing, booking, and funding of loans totaling $78,000,000, serving a diverse clientele of 60 customers.
- Enhanced the closing process by actively engaging in Greenbelt and Lean/Six Sigma projects, with a particular focus on refining pre-booking audits, due diligence, and funding procedures. This initiative led to a notable reduction in Time to Close and overall process efficiency.
- Led the seamless transition of business operations to a new UCC vendor by developing tailored solutions for the company. This involved defining user access protocols, pre-populating templates, and managing user maintenance to ensure a smooth migration process.
- Developed and sustained Standard Operating Procedures (SOPs) and process maps for multiple closing processes.
- Conducted testing and provided training to closing and risk staff on the e-document storage system and UCC creation system.
Internal Review Specialist
GE Capital Franchise Finance
02.2001 - 12.2003
- Supervised a team of 18 individuals in conducting an audit of 1,300 document files
- Provided training to two staff members on auditing documentation and system files
- Orchestrated the successful sale of $707,000,000 worth of assets, yielding a net income of $35,000,000 for the business
- This accomplishment was achieved through meticulous file auditing
- Enabled the acquisition of two loan portfolios by conducting a thorough audit of the loan document files
- Created and upheld a tickler system.
Education
No Degree - Criminal Justice
Arizona State University
Phoenix, ArizonaSkills
- Service Promotions
- Trained in Salesforce
- Process Improvement
- Procedures Compliance
- Closing Procedures
- Customer Service and Assistance
- Regulatory Compliance
- Microsoft Office
- Materials Purchasing
- Purchase Order Reconciliation
- KPI Monitoring
- Bid Proposals
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
You can do anything in this world if you are prepared to take the consequences.
W. Somerset Maugham
Timeline
Office Manager
Diversified Remodel & Design
10.2023 - Current
Purchasing Agent
Coolsys Commercial and Industrial
05.2020 - 08.2023
Sales and Service Specialist
BOKF, DBA BOK Financial
07.2009 - 05.2020
Loan Modification Specialist
GE Capital Franchise Finance
01.2007 - 02.2009
Loan Closing Specialist/Associate Loan Closer
GE Capital Franchise Finance
12.2003 - 01.2007
Internal Review Specialist
GE Capital Franchise Finance
02.2001 - 12.2003
No Degree - Criminal Justice
Arizona State University
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