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Trisha
Trisha.L.Morgan@gmail.com
904-507-9698
Jacksonville, FL 32222
23 years experience W2
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Summary

Experience
Mar 2021 - present
SBA
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Loan Processor
Oct 2020 - present
PROCESSING AND DISBURSEMENT CENTER (PDC)
  • Review pertinent facts and make eligibility determinations by analyzing factors such as intended use of proceeds, legislative and administrative limits, etc.
  • Contact applicants and obtain and review documentation necessary to formulate loan recommendations.
  • Review documents and research documentation to rule out fraudulent documentation.
  • Respond to inquiries from applicants, their representatives and agents, and others concerning the status of applications and reasons for Agency decisions.
  • Process loan modifications by performing necessary analysis and preparing full documentation supporting the analysis.
  • Assist Case Managers with closing and disbursing approved loans.
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Surgical Technologist
Medical Devices
Nov 2004 - Aug 2020
Assist in surgeries and daily operations of the Cardiovascular OR at Baptist Medical Center while collaborating with coworkers and doctors to ensure the highest level of preparedness and the best care for our patients.
  • Create spreadsheets to assist management with projects and improve departmental efficiency.
  • Team player who works well with a diverse group of people.
  • Self-motivated, capable of seeking out and completing individual projects.
  • Expanded knowledge and experience in many areas over a fifteen-year period.
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Parental Home Rd
Aug 2002 - Jun 2004
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Philips Hwy
Nov 2001 - Jan 2002
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Imeson Park Blvd
Jun 1998 - Aug 2001
Customer Service for Billing Fielded billing inquires, resolved issues and complaints, and updated account information.
  • Reconciled billing errors and issued account credits as needed.
  • Facilitated positive customer service experience.
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Non-cloudteam Skill
Education
Financial Services
FLORIDA STATE COLLEGE AT JACKSONVILLE 2020
ULTRASOUND DIAGNOSTIC
not provided 2004
Banking Operations Management
not provided
Spreadsheets Concepts and Practices
not provided
Skills