CHRIS MORGAN

910-***-****/650-***-****

ckmorgan706@gmail. com

(Wilmington, NC)

-SUMMARY OF QUALIFICATIONS-

Over 20 years of Sales and Marketing experience in consumer and commercial finance businesses. I meet or exceed Sales Goals and am a highly skilled closer. This experience includes over 15 years of Sales Team management. Accomplished and credentialed professional with extensive transferable skills and experience. Well-rounded and seasoned business professional. Numerous sales and management awards. Ability to build consensus and provide a clear vision for the organization while ensuring that goals are met. Experience working with diverse employees and clients in stressful situations. Influential negotiating abilities, and exemplary public speaking and presentation skills. I lead by example. Excellent communication skills, written and verbal. Inside and outside business consulting experience. Confident, self-motivated, and competitive.

AREAS OF EXPERTISE

Branch Sales Management Problem Identification and Problem-Solving Analytical, and Innovative thinking skills New Business Development Grow Existing Book of Business Maintain Positive Customer Relationships Create, Analyze, and, Validate, management reports Contract Consulting

-PROFESSIONAL EXPERIENCE-

MANAGING PARTNER (BUSINESS DEVELOPMENT)

Morgan Financial Group, LLC Wilmington, NC/San Francisco Bay Area, CA

February 2021 – Present (2 years 4 months)

Responsibilities include new business development, sales team recruitment, and development. Establish relationships with area real estate and banking professionals, local business owners, and other lead sources such as attorneys and CPAs. Establish social media programs to organically develop and grow new markets. Conduct financial review (including review of all financial statements; Profit and Loss, Balance Sheet, and Debt-To-Income Calculations) and initial underwriting and onboarding of new clients. Communicate with investors and review investor guidelines for compliance. Cold call new prospect leads.

BRANCH SALES MANAGER (ORIGINATING)

Pacific Mortgage / The Mortgage Click San Francisco Bay Area/Atlanta, GA/Raleigh, NC

September 2014 – February 2021 (6 years 6 months)

Full-service mortgage brokerage company. Producer and manager. Recruit staff, and interface with realtors and developers to secure financing for individual purchases and major projects. Provide senior-level direction for credit policies and underwriting guidelines. Provide expertise in forecasting, budgeting, and performance measurements. P & L responsibility. Maintain client relationships. Identify and develop new opportunities while assisting in the support of existing projects and relationships. Provide in-house staff training on best practices and changes in regulatory policy. Identify staff’s strengths/weaknesses and train to strengthen weaknesses. Present sales and marketing strategies to the sales team. Successfully grew the company with a broad loan platform (conforming, jumbo, Non-QM, FHA, USDA, VA, SBA (7a) & (504)) by recruiting, training, and partnering with community organizations, financial and legal professionals, and realtors.

DIRECTOR, REAL ESTATE COMPLIANCE and ASSET MANAGEMENT

City of San Jose San Jose, California

December 2007 – August 2010 (2 years 9 months)

Served as an integral member of the executive staff accountable for the strategic direction of both asset and compliance groups. Responsible for maximizing the performance and value of the City’s portfolio of real estate assets. Responsibilities included formulating and implementing a long-range real estate asset management fund

including space planning and development. Reviewed all real estate transactions including buy–sell and financing. Effectively managed a $650M portfolio and compliance of properties. Supervised a team of 14. Leadership role in the development of policies, budgeting, and auditing. Additional functions included coordinating and implementing special projects involving in-depth research and analysis of technical and policy-related issues. Findings were delivered to senior management and the City Council both orally and written.

• Championed the transformation of underperforming compliance and asset management groups by training and developing existing staff, growing internal staff to 14 full-time employees, and building a pipeline of future talent.

• Established innovative programs that helped ensure compliance with policies, thus generating an increase in the

portfolio valuation of approximately $100M+ in only 18 months (including LIHTC properties).

• Gained recognition and received the Peer-to-Peer Employee Award for overall contributions and support.

BRANCH MANAGER 3 (ORIGINATING)/AREA MANAGER

Wells Fargo Home Mortgage, San Leandro, CA/Santa Cruz, CA June 2003 – August 2005 (2 years 3 months)

Countrywide Financial, Santa Cruz, CA August 2005 – December 2007 (2 years 5 months)

Managed and directed the operations of 1 mortgage branch and 7 bank locations. Supervised, developed and monitored the performance of 38 loan consultants. Internal regulatory and compliance oversight and enforcement. Developed and updated policy manuals for branch managers, and loan agents. Established individual and branch production goals while managing daily branch operations. Maintained and cultivated a pipeline of new talent. Partnered with emerging markets group. Monitored market trends and identified strategic direction and product mix for anticipated demand and legislative changes. Cultivated relationships with individuals and vendors to maintain strategic partnerships. Ensured federal, state, local and company compliance standards were strictly adhered. Met CRA requirements.

Managed $1 million annual department budget (P&L).

Annual branch sales of $290 million up from $88 million.

Increased net annual income by 638% year-to-year growth.

Achieved 240% of plan, 182% of plan, and 122% of plan three years in a row.

Presented with Manager of the Year Award - for highest YOY sales increase and highest ROI.

Manager of the Month - three times after attaining metrics that demonstrated the greatest team contribution.

Personal production of over $35 million in year three after two years of personal sales of over $20 million per year.

-ADDITIONAL CAREER EXPERIENCE-

Keynote speaker for various industry/motivational events Member of Billion Dollar Sales Club

-EDUCATION-

Stanford University Graduate School of Business Stanford University

Executive Short Program, Managing in Groups & Teams M.A., Economics/Business

The University of Connecticut

B.A., Economics/Finance

05/23

Contact this candidate