Fredda K. Morgan
SBA Audit & Compliance Team Leader at United Community Bank- Claim this Profile
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Topline Score
Bio
Kay Jain
Fredda is a professional who is detail oriented and a pleasure to work with. She is responsive and very customer friendly. I have received good feedback from customers about her professional way of conducting business and making it easy for them.
Steven Baca
Fredda Morgan's attention to detail, strong work ethic, dedication and overall pleasantness is an asset to any organization. More over, her knowledge and industry experience are next to none. If I were ever in a position to hire or recommend someone be hired, Fredda would be the first on my list! She is simply the BEST!
Kay Jain
Fredda is a professional who is detail oriented and a pleasure to work with. She is responsive and very customer friendly. I have received good feedback from customers about her professional way of conducting business and making it easy for them.
Steven Baca
Fredda Morgan's attention to detail, strong work ethic, dedication and overall pleasantness is an asset to any organization. More over, her knowledge and industry experience are next to none. If I were ever in a position to hire or recommend someone be hired, Fredda would be the first on my list! She is simply the BEST!
Kay Jain
Fredda is a professional who is detail oriented and a pleasure to work with. She is responsive and very customer friendly. I have received good feedback from customers about her professional way of conducting business and making it easy for them.
Steven Baca
Fredda Morgan's attention to detail, strong work ethic, dedication and overall pleasantness is an asset to any organization. More over, her knowledge and industry experience are next to none. If I were ever in a position to hire or recommend someone be hired, Fredda would be the first on my list! She is simply the BEST!
Kay Jain
Fredda is a professional who is detail oriented and a pleasure to work with. She is responsive and very customer friendly. I have received good feedback from customers about her professional way of conducting business and making it easy for them.
Steven Baca
Fredda Morgan's attention to detail, strong work ethic, dedication and overall pleasantness is an asset to any organization. More over, her knowledge and industry experience are next to none. If I were ever in a position to hire or recommend someone be hired, Fredda would be the first on my list! She is simply the BEST!
Experience
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United Community Bank
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United States
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Banking
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500 - 600 Employee
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SBA Audit & Compliance Team Leader
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Apr 2019 - Present
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Green Bank
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United States
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Banking
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1 - 100 Employee
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Vice President, SBA Closing Manager
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Sep 2009 - Present
Handle packaging and processing of SBA loans in the Texas market. Work with customers and coordinate closings/fundings. Review all draw requests for ongoing loan disbursements. Instruct new and up and coming Banking Officers on structuring and presenting SBA loans. Handle servicing/liquidation packages with SBA for purchase. Handle packaging and processing of SBA loans in the Texas market. Work with customers and coordinate closings/fundings. Review all draw requests for ongoing loan disbursements. Instruct new and up and coming Banking Officers on structuring and presenting SBA loans. Handle servicing/liquidation packages with SBA for purchase.
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Opportunity Bank n/k/a Green Bank, N.A.
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Richardson, TX
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Vice President SBA Closing Manager
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Sep 2009 - Apr 2019
Oversee all aspects of SBA lending department; loans from development through and including servicing and liquidation. Oversee all aspects of SBA lending department; loans from development through and including servicing and liquidation.
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Mutual of Omaha Bank
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United States
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Banking
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300 - 400 Employee
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AVP, Closing Officer
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Jul 2007 - Aug 2009
Provided packaging, closing services for loan throughout the contiguous United States, coordinating with borrowers, brokers, attorneys, title companies, etc. to meet the closing needs of my customers. Provided packaging, closing services for loan throughout the contiguous United States, coordinating with borrowers, brokers, attorneys, title companies, etc. to meet the closing needs of my customers.
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AVP, SBA Loan Closer
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2007 - 2009
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The Buckhead Community Bank
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Banking
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1 - 100 Employee
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SBA Closing Manager
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2004 - 2007
Oversaw the packaging/processing/servicing requirements for all SBA loans for the bank. Oversaw the packaging/processing/servicing requirements for all SBA loans for the bank.
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Closing Officer
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Oct 2001 - Feb 2004
SBA closing officer SBA closing officer
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Bank United / Washington Mutual
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Dallas, TX
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Team Leader / Bank Officer
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1999 - 2001
Oversaw the A Team in SBA processing/closing. Approved loans for pre-close review. Order/review 3rd party reports. Approve all disbursements/fundings of the loans, including construction progress payments. Oversaw the A Team in SBA processing/closing. Approved loans for pre-close review. Order/review 3rd party reports. Approve all disbursements/fundings of the loans, including construction progress payments.
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Loan Closer
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1993 - 1998
My responsibilities included packaging, processing, handling construction disbursements and post-close servicing. My responsibilities included packaging, processing, handling construction disbursements and post-close servicing.
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