Compliance & Operations Leader with Finance Focus

ARTINA E. MORGAN

West Bloomfield, MI ************@*****.*** 616-***-****

https://linkedin.com/in/artina-morgan

Detail-oriented professional with extensive experience in compliance, auditing, financial services, and operations management. Skilled in overseeing regulatory adherence, optimizing processes, and fostering strong relationships with internal and external stakeholders. A Certified Notary Public with strong analytical, organizational, and communication skills, adept at managing complex workflows and ensuring operational efficiency. Seeking opportunities to leverage expertise in a dynamic and growth-focused environment. Professional Experience

Social Security Administration

Claims Specialist / Technical Expert

2008 – 2022

● Conducted audits and quality reviews to ensure compliance with federal regulations and agency policies.

● Adjudicated claims for retirement, survivors, disability, and Supplemental Security Income (SSI) programs.

● Processed appeals for initial and post-eligibility decisions.

● Reviewed and managed overpayments, including processing and collection efforts.

● Evaluated work history to determine program eligibility.

● Resolved discrepancies, ensuring all documentation met legal and regulatory standards.

● Trained and coached colleagues on compliance, policies, and process improvements.

● Handled complex case escalations, collaborating with internal and external stakeholders, including public officials, for resolution. Chase Bank

Personal Banker

2004 – 2008

● Assisted clients with financial solutions, including personal loans and home equity products, while ensuring compliance with banking regulations.

● Delivered exceptional customer service, fostering trust and long-term client relationships.

● Ensured accuracy in documentation and transactions, adhering to strict organizational policies and procedures.

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Renewed Counseling Services PLLC

Office Manager/Bookkeeper

2016 – Present

● Oversee office operations, including coordinating supply procurement to ensure seamless business functions.

● Maintain and update the company website and social media, enhancing online presence and engagement.

● Manage non-medical records, ensuring accurate documentation and efficient record-keeping.

● Reconcile monthly bank records and manage accounts to ensure financial accuracy and compliance.

● Track income and expenses, maintaining meticulous financial records for reporting and tax preparation.

● Coordinate with external accountants to ensure timely submission of financial documents for audits and tax filings.

Bright Sea Digital LLC

Owner, Business Technology Strategist

2022 – Present

● Streamlined operational workflows for clients using automation tools to ensure accuracy and compliance.

● Developed and implemented systems for data accuracy and process optimization.

● Provided consulting services focused on improving compliance with digital systems and operational standards.

Notary Public

State of Michigan

2006 – 2012, 2024 – Present

● Authenticated legal documents and ensured compliance with notarial standards.

● Assist clients with executing affidavits and financial documentation accurately and professionally.

● Maintain integrity and confidentiality in all notarial acts while managing multiple client requests.

● Supported loan signing processes, verifying borrower identities and completing notarizations in accordance with legal requirements. Artina E. Morgan, Page 3

Key Skills

● Compliance Auditing and Legal

Document Review

● Policy Implementation and Risk

Assessment

● Process Improvement and

Stakeholder Communication

● Financial Reconciliation and

Reporting

● Microsoft Office Suite and Data

Analysis Tools

● Coaching and Relationship

Management

Certifications

● Notary Public, State of Michigan (2006 – 2012; 2024 – Present)

● Google Ad Search Certification

● HubSpot Academy Email Marketing Certification

● Google Analytics Individual Qualification Certificate

● Digital Marketing Science Certificate (Grand Valley State University) Additional Information

● Available for hybrid remote and in-office roles.

● Skilled in managing high-pressure tasks with accuracy and efficiency.

● Strong understanding of compliance standards, legal collections processes, and financial documentation management.

Education

Bachelor of Business Administration (Finance)

Grand Valley State University, 2005

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