Tim Morgan

Analyst at Loanspark
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Contact Information
us****@****om
(386) 825-5501
Location
Manahawkin, New Jersey, United States, JE
Languages
  • French -

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Bio

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5.0

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Amanda Anderson

Tim is organized, efficient, extremely competent, and has an excellent rapport with people of all facets. His communication skills, both written and verbal, are excellent.

Stephanie Hagan

Tim is always a pleasure to work with in processing my files. Very informative and gets the job done!

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Credentials

  • Capstone Institute of Mortgage- Finance 12 hours of intensive instruction and testing covering all skills and knowledge
    to perform all duties of an FHA DE Underwriter.
    Apr, 2018
    - Nov, 2024
  • NMLS #396091
    SAFE ACT
    Feb, 1998
    - Nov, 2024
  • Series 7 and 63 License
    Ameriprise Financial Services, Inc.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Analyst
      • Jan 2023 - Present

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Mortgage Professional
      • Jan 2019 - Jan 2023

    • United States
    • Banking
    • 1 - 100 Employee
    • Underwriter I
      • Feb 2017 - Sep 2018

      ■ Actively lead loan underwriting initiatives at large mortgage business with compliance, risk mitigation, investor criteria and guidelines, 3rd party vendor coordination and financial analysis. ■ Actively lead loan underwriting initiatives at large mortgage business with compliance, risk mitigation, investor criteria and guidelines, 3rd party vendor coordination and financial analysis.

    • United States
    • Financial Services
    • 500 - 600 Employee
    • Corporate Trainer
      • Apr 2016 - Jan 2017

      ■ Led efforts in training role to educate Processors and Underwriters to effectively compress loan file completion times, reduce errors, cut costs, improve internal/external satisfaction, boost morale, meet compliance and further mitigate risk.

    • Consumer Direct Processing
      • Apr 2015 - May 2016

    • United States
    • Real Estate
    • 700 & Above Employee
    • Senior Loan Processing - Corporate Relocation
      • Aug 2013 - Feb 2015

      ■ Performed loan processing and analysis with array of loan classes for boutique home mortgage company, inclusive of application reviews, eligibility, financials, credit, appraisals, title, and coordination with closers. ■ Performed loan processing and analysis with array of loan classes for boutique home mortgage company, inclusive of application reviews, eligibility, financials, credit, appraisals, title, and coordination with closers.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Mortgage Loan Processing Manager - East Coast Division
      • Apr 2012 - Aug 2013

      ■ Managed team processing and underwriting of loans with 1003s, title, hazard and flood insurance, credit report reviews, DTI, tax returns, income documents, appraisal reviews, customer service, client relations development and employee training.

    • Convetional/Government Loan Processor and Underwriter
      • Mar 1998 - Apr 2012

      ■ Charged with processing and underwriting loans, inclusive of financial statement reviews/1003s, credit report analysis, DTI reviews, client relations development, customer service, quality assurance and compliance.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor formerly known as American Express Financial Advisors
      • Jan 1997 - Mar 1998

      ■ Counsel and and coach clients to set appropriate financial goals and follow through with a sound financial plan. Held face to face meetings with potential clients to provide an overview of all financial products to provide best and personalized solutions. Held the Series 7 and Series 63 license. ■ Counsel and and coach clients to set appropriate financial goals and follow through with a sound financial plan. Held face to face meetings with potential clients to provide an overview of all financial products to provide best and personalized solutions. Held the Series 7 and Series 63 license.

    • United States
    • Real Estate
    • Entertainment and Special Events Assistant Director
      • Jul 1992 - Jan 1997

      ■ Planned and executed all player events, including parties, cash give-aways, promotions, and events. Prospected and hired all entertainers for live shows and events. Conducted all financial analysis and reporting on event profitability. Provided unsurpassed customer service. ■ Planned and executed all player events, including parties, cash give-aways, promotions, and events. Prospected and hired all entertainers for live shows and events. Conducted all financial analysis and reporting on event profitability. Provided unsurpassed customer service.

Education

  • University of Delaware
    Bachelor of Science Business Administration, ■ Business, Management, Marketing, and Related Support Services
    1986 - 1990
  • St. Augustine Prep
    ■ College Prep, ■ AP Courses
    1982 - 1986

Community

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