Morgan Wheeler
Transaction Manager at Truehold- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
0
/5.0 / Based on 0 ratingsFilter reviews by:
Credentials
-
Licensed Real Estate Agent
Georgia Real Estate CommissionAug, 2022- Sep, 2024 -
Being an Effective Team Member
LinkedInMar, 2022- Sep, 2024 -
Real Estate Contracts
LinkedInMar, 2022- Sep, 2024 -
Rules for Rising Leaders
LinkedInMar, 2022- Sep, 2024 -
Licensed Real Estate Agent
Tennessee Real Estate CommMar, 2021- Sep, 2024
Experience
-
Truehold
-
United States
-
Real Estate
-
1 - 100 Employee
-
Transaction Manager
-
Jan 2023 - Present
-
-
-
Sundae
-
United States
-
Real Estate
-
100 - 200 Employee
-
Closing Manager
-
May 2022 - Nov 2022
-
-
-
Zillow
-
Banking
-
Transaction Manager
-
Jul 2021 - May 2022
I managed over the broker partners for Zillow in their Nashville and Cincinnati markets. On top of that, I represented Zillow as the buyer and seller in all transactions. This required me to review closing documents for accuracy while supporting the broker teams by answering any closing questions, obtaining required legal documents, and managing the escrow process. I managed all transactions through escrow, diligence periods, and closing. I was the point of contact for any issues that need escalated during the customer journey from going under contract to closing. I communicated with lenders, brokers, and attorneys to ensure a smooth closing for all parties. Show less
-
-
-
The Ashton Real Estate Group of RE/MAX Advantage
-
United States
-
1 - 100 Employee
-
Transaction Coordinator
-
Jun 2019 - Jul 2021
I work as the main point of contact for buyer's once a Zillow-owned property is listed for sale and goes under contract. I am the liaison between Zillow and buyer's agent regarding repair proposals, disclosures, and inspections, until a resolution is reached. I enter all properties acquired by Zillow into Bridge and MLS; confirming every active listing meets Zillow's standard. Daily interaction with Zillow's transaction manager, regarding closing updates and preparation of any amendments and addendums needed for a transaction. I also currently hold a real estate license in the state of TN. Show less
-
-
-
American Security Group (The AmerGroup Inc.)
-
United States
-
Security and Investigations
-
1 - 100 Employee
-
Account Specialist
-
Oct 2017 - Apr 2019
Possess a strong knowledge of computer fundamentals and perform with a high degree of accuracy when entering data and processing billing information. Oversee multiple aspects of client service-related items, including bank account maintenance and reconciliation, bill pay, and insurance renewals. Demonstrate strong committee procedures and techniques when holding weekly sales meetings. Kindly follow up with clients regarding outstanding payments and maintain accurate documentation when recording all invoices, deposits and bills. Complete certified payroll for state compliance and set up IRA accounts for employees. Adapt to changes in the work environment, managing demands and multiple tasks simultaneously. Show less
-
-
-
Shadowridge Golf Club
-
United States
-
1 - 100 Employee
-
Server
-
Oct 2017 - Dec 2018
Interacted with and provided excellent customer service to customers and members of the golf course facilities during private events. Worked with all food and beverage staff to ensure the highest level of member and guest satisfaction. Acted in a professional and courteous manner at all times when working with team members to set up and take down events, including weddings and fundraisers. Greet all guests in a warm and welcoming demeanor, follow all rules and house policies and understand and practice table etiquette. Show less
-
-
-
-
Office Administrator
-
Sep 2016 - Apr 2017
Processed all payments and collected insurance information with utmost accuracy and attention to detail. Triage incoming patients by documenting weight, height, blood pressure, temperature and updating their medication and surgery history. Prepped rooms, ensuring cleanliness, organization and working equipment. Processed all paperwork and sent all prescriptions electronically to pharmacies. Processed all payments and collected insurance information with utmost accuracy and attention to detail. Triage incoming patients by documenting weight, height, blood pressure, temperature and updating their medication and surgery history. Prepped rooms, ensuring cleanliness, organization and working equipment. Processed all paperwork and sent all prescriptions electronically to pharmacies.
-
-
Education
-
The University of Alabama
Bachelor's degree, Psychology