Experience

Morgan Financial

• United States
• Real Estate
• 1 - 100 Employee

• Mortgage Loan Originator

  • May 2019 - Present

  Working with clients by understanding their circumstances and providing mortgage options that fit their needs. At Morgan Financial, we offer the best deal guarantee, so you don’t have to wonder if we are looking out for your best interest - in fact we encourage you to shop around to show that we are truly looking out for you! Working with clients by understanding their circumstances and providing mortgage options that fit their needs. At Morgan Financial, we offer the best deal guarantee, so you don’t have to wonder if we are looking out for your best interest - in fact we encourage you to shop around to show that we are truly looking out for you!



Space Coast Credit Union

• United States
• Banking
• 100 - 200 Employee

• Loan Officer

  • Oct 2017 - May 2019

  Enhancing the Member’s experience while taking applications for Second Mortgages, Home Equity Lines of Credit, Auto Loans, Credit Cards and New Accounts.

• Career Development Manager

  • May 2016 - Oct 2017

  Space Coast Credit Union is a $4 Billion Organization with 860 employees and 94 Leaders. The Career Development role was created because there wasn’t a formal Leadership Training Program in place. When selected for the role, I met with CEO and VP to determine leadership training needs throughout the organization. Once needs were identified, created and facilitated training to all Leaders of the Organization. Developed curriculum includes: Interview Training (Behavioral Based, STAR technique, identifying fit for culture and Core Values in candidates), Management and Leadership, Effective Delegation, Employee Motivation, Strategic Thinking, Team Building, Coaching and Employee Accountability. Manage one Career Development Specialist.Meet with other Credit Unions to understand their leadership strategiesContinuous research on leadershipCompleted Effective Facilitator three day workshopServe as peer mentor to new leadership in the organization Show less

• Branch Manager

  • Feb 2014 - May 2016

  Responsible for Managing and Leading employees in two separate locations (Cocoa Beach and Patrick Air Force Base Branches). Effectively delegated management duties to willing and able employees to assist with employee growth and development. Coach employees in weekly one on ones to ensure that expectations were understood and followed. Led Cocoa Beach Branch to receiving branch of the month honors four times. Completed Performance Appraisals for 8 direct report employees and wrote delivered Performance Improvement Plans, when necessary ,to hold employees accountable. Played an integral role in company job fairsInterviewed and selected high performing individualsLed PAFB relocation team to ensure the branch relocation is successful Show less

• Assistant Manager

  • Feb 2013 - Feb 2014

  Motivated staff to excel and become proficient with sales. Assisted manager with coaching and developing staff to encourage employees to excel. Managed the branch Internal Control Report to ensure employees were up to date on their monthly tasks. Managed and developed 8 Member Service Specialists.Communicated daily with manager to keep informedDelegated relevant responsibilities to staff in order to promote potential growth Assisted with completing monthly employee performance appraisals Show less

• Member Service Specialist

  • Mar 2010 - Feb 2013

  Provided members with exceptional member service while identifying needs and potential sales opportunities. Achieved MVP over 15 times while in role and attended 5 quarterly top producer luncheons led by the Senior Vice President of retail. Served as the branch mentor for all new employees and motivated peers by providing sales huddles.Experienced in loan closings and new accounts as well as reviewing peers loan closings and new accountsAssisted in management of monthly sales contestsWorked alongside peers to locate their out of balancesExperienced in balancing and closing the cash vaultWorked alongside management to complete pieces of the Internal Control Report Show less



Simply Delicious

• Hospitality
• 1 - 100 Employee

• Server

  • Mar 2005 - Mar 2010

  Composed weekly staff schedules Trained new employees and supervised five servers Motivated and modeled the art of up-selling Ensured a positive experience to loyal patrons Composed weekly staff schedules Trained new employees and supervised five servers Motivated and modeled the art of up-selling Ensured a positive experience to loyal patrons