Elise Morris
@elisemorris
Seasoned finance professional with expertise in risk mitigation and analysis.
United StatesWhat I'm looking for
I am a seasoned finance and banking professional with over 15 years of experience in risk mitigation, reconciliation, underwriting, and process optimization. Throughout my career, I have been recognized as a subject matter expert, consistently exceeding performance goals and delivering operational efficiency. My ability to foster strategic relationships across departments has enabled me to drive solutions in high-pressure environments.
In my current role as a Finance Reconciliation Analyst at Citibank, I conduct end-to-end reconciliation of cash, positions, and loan data, resolving complex financial discrepancies. My previous experience as a Credit Underwriter Analyst at the U.S. Small Business Administration involved leading a team of underwriters and enhancing operational accuracy through audits and procedural refinements. I take pride in my ability to analyze financial data and recommend solutions that benefit both the organization and its clients.
Experience
Work history, roles, and key accomplishments
Finance Reconciliation Analyst
Citibank
Oct 2022 - Present (2 years 9 months)
Conducted end-to-end reconciliation of cash, positions, and loan data, resolving complex financial discrepancies. Mitigated systemic risk by identifying root causes of reconciliation breaks and implementing corrective processes.
Credit Underwriter Analyst
U.S. Small Business Administration
Oct 2020 - May 2022 (1 year 7 months)
Led underwriting for high-volume credit applications, performing detailed financial and credit risk assessments. Managed and mentored a team of underwriters, ensuring guideline compliance and timely loan decisions.
Senior Mortgage Loan Specialist
J.P. Morgan Chase
Dec 2011 - Oct 2020 (8 years 10 months)
Specialized in bankruptcy-related loan servicing for Chapter 7, 11, 12, and 13 filings. Approved and denied legal fee requests, created departmental procedures, and trained quality control teams.
Mortgage Loan Processor
Bank of America
Apr 2009 - Dec 2011 (2 years 8 months)
Coordinated legal documentation for REO accounts and managed foreclosure case progression. Liaised with attorneys and internal teams to ensure accuracy and compliance with court filings.
Education
Degrees, certifications, and relevant coursework
Dallas College
Associate of Applied Science, Industrial & Organizational Psychology
Completed an Associate of Applied Science degree with a focus on Industrial & Organizational Psychology. Gained foundational knowledge in organizational behavior and psychology principles applicable to the workplace.
Tri-County Technology Center
Certificate, Business & Finance
Obtained a Business & Finance Training Certificate, developing core competencies in financial principles and business operations. This training provided a strong foundation for a career in finance and banking.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
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