Dynamic Operations Leader with Customer-First Focus

CAREER SUMMARY

• Executive Operations & Business Strategy Leader with proven success in guiding high-growth organizations through strategic financing, operational scaling, and customer-centric leadership, showcasing expertise in delivering premier service and building empowered, people-first teams.

• Leverage deep industry knowledge and lender relationships to close a $25M debt refinancing deal for a publicly traded cannabis company, securing the largest cannabis loan in the bank’s history through a first-time institutional partnership completed in just 6 months.

• Spearheaded business development and sales strategy for a joint venture delivering technology and lending solutions to franchisors, franchisees, and brokers, driving $1.2M in annual revenue from the ground up.

• Consistently ranked among the top 5 of 60+ recruiters company-wide by exceeding performance targets, filling roles across 2K+ unique position types nationwide, and contributing to a 95% client retention rate with an average cost-per-hire under 7% of salary.

• Delivered significant cost savings of up to 50% compared to traditional contingency models through the firm’s hourly billing approach, while maintaining a high standard of service and candidate quality.

PROFESSIONAL WORK EXPERIENCE

DYNAMIC ALTERNATIVE FINANCE – BOULDER, CO

Director of Operations/Chief of Staff 2018 – Current

• Provide end-to-end business financing strategy for clients in complex, highly regulated industries including cannabis, facilitating multimillion- dollar access to equipment, real estate, and working capital loans through customized lending solutions.

• Direct business development and lender engagement, building a national network of hedge funds, REITs, credit unions, and banks open to funding high-risk sectors and expanding capital access for underserved businesses.

• Leverage deep industry knowledge and lender relationships to close a $25M debt refinancing deal for a publicly traded cannabis company, securing the largest cannabis loan in the bank’s history through a first-time institutional partnership completed in just 6 months.

• Oversee internal operations and contractor management, leading process improvement initiatives that enhanced underwriting efficiency and improved collaboration across cross-functional teams.

• Manage long-term business planning and full P&L oversight, guiding strategic discovery calls, underwriting analysis, and application-to-close execution to ensure tailored funding aligned with each client’s goals. CBF SOLUTIONS GROUP – LAS VEGAS, NV

Principal 2019 – 2023

• Built and led a skilled team of 3 professionals, overseeing daily operations and aligning sales execution with long-term strategic goals.

• Spearheaded business development and sales strategy for a joint venture delivering technology and lending solutions to franchisors, franchisees, and brokers, driving $1.2M in annual revenue from the ground up.

• Integral in the development of an AI-powered underwriting tool that enabled rapid qualification for small-scale capital loans, supporting faster decision-making and franchise expansion.

• Directed client acquisition through targeted networking and relationship-building efforts, significantly expanding the company’s market footprint within the franchise lending space.

• Managed strategic collaboration with an external marketing firm to ensure brand alignment, campaign effectiveness, and consistent delivery of revenue-driving initiatives.

Elizabeth Morris

B o u l d e r, C O 3 4 7 - 6 9 3 - 3 3 6 3 e l i z b m o r r i s @ g m a i l . c o m h t t p s : / / w w w . l i n k e d i n . c o m / i n / e l i z a b e t h - b - m o r r i s /

Strategic Business Planning

Executive Leadership

Financial Operations Management

Client Relationship Development

Lending Solutions Strategy

Cross-Functional Team Leadership

Organizational Development

Human-Centered Coaching

High-Volume Talent Acquisition

Stakeholder Engagement

Budget and P&L Oversight

Franchise Operations Strategy

Process Improvement

Contract Negotiation

Customer Experience Excellence

CORE COMPETENCIES

ENGAGE2EXCEL RECRUITMENT SOLUTIONS – REMOTE

Senior Recruitment Partner 2014 – 2019

• Delivered full-cycle recruitment and RPO project management solutions for high-volume clients, consistently completing time-sensitive hiring initiatives ahead of schedule and under budget.

• Managed large-scale recruitment efforts for clients including Realtor.com and major healthcare organizations, earning top 5% client satisfaction scores across the company.

• Led staffing initiatives with short time-to-fill mandates, sourcing and hiring call center and technical talent for mission-critical teams.

• Consistently ranked among the top 5 of 60+ recruiters company-wide by exceeding performance targets, filling roles across 2K+ unique position types nationwide, and contributing to a 95% client retention rate with an average cost-per-hire under 7% of salary.

• Recognized as a trusted partner on high-profile engagements, aligning recruitment strategies with client goals to ensure deliverables, staffing levels, and budget targets were consistently met.

GE CAPITAL – REMOTE

Client Recruiting Consultant 2014

• Executed targeted talent acquisition initiatives to source top-tier candidates in commercial financial services, with a specialized focus on risk data analytics, quantitative modeling, and financial analysis.

• Conducted advanced deep-dive sourcing strategies such as cold calling, competitive research, and social media outreach to engage hard- to-reach passive candidates across niche financial domains.

• Leveraged sophisticated internet mining tools and innovative research techniques to expand candidate pipelines and identify nontraditional talent pools for highly specialized roles.

• Maintained complex applicant tracking standards and cultivated a robust network of referrals, resulting in a continuously refreshed pipeline of qualified, pre-vetted candidates.

CREATIVE ALIGNMENTS – BOULDER, CO

Senior Recruiter & HR Consultant 2011 – 2014

• Selected as the first full-time recruiter hired to support a rapidly expanding client base, establishing scalable recruiting processes and delivering high-touch service across diverse industries.

• Integral in strengthening client relationships by tailoring recruitment strategies to meet unique organizational needs, contributing to long-term partnership growth.

• Delivered significant cost savings of up to 50% compared to traditional contingency models through the firm’s hourly billing approach, while maintaining a high standard of service and candidate quality.

• Collaborated with internal HR consultants to offer integrated, flexible recruitment solutions both onsite and remotely, ensuring a seamless and positive client experience.

Early Career Experience (2000 – 2011):

Pharma-Cruiting (New York, NY) – Director of Talent Acquisition PHI Technology (New York, NY) – Director of Operations The Redtop Company (New York, NY) – Director of Human Resources Additional Experience:

Talent Mavens – Career & Interview Coaching

Taproot Foundation – Pro Bono Organizational Consultant EDUCATION & CERTIFICATIONS

Bachelor of Science University of Wisconsin – School of Human Ecology Senior Professional Human Resources – Inactive Society for Human Resources Management Certified Coach Coach Training Alliance

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