Fredda K. Morgan

SBA Audit & Compliance Team Leader at United Community Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Greenville-Spartanburg-Anderson, South Carolina Area

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5.0

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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!

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Experience

    • United States
    • Banking
    • 500 - 600 Employee
    • SBA Audit & Compliance Team Leader
      • Apr 2019 - Present

    • United States
    • Banking
    • 1 - 100 Employee
    • Vice President, SBA Closing Manager
      • 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.

    • Vice President SBA Closing Manager
      • 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.

    • United States
    • Banking
    • 300 - 400 Employee
    • AVP, Closing Officer
      • 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.

    • AVP, SBA Loan Closer
      • 2007 - 2009

    • Banking
    • 1 - 100 Employee
    • SBA Closing Manager
      • 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.

    • Closing Officer
      • Oct 2001 - Feb 2004

      SBA closing officer SBA closing officer

    • Team Leader / Bank Officer
      • 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.

    • Loan Closer
      • 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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