Morgan Maeshack
Indianapolis
Summary
Dynamic Loan Specialist with expertise in financial analysis and customer service. Demonstrated success in managing loan pipelines while ensuring regulatory compliance and enhancing client satisfaction. Recognized for attention to detail and effective problem-solving, consistently meeting and exceeding performance metrics.
Overview
11
11
years of professional experience
Work History
Associate II
AlterDomus
Carmel
07.2025 - Current
- Liaised with borrowers, lenders, legal counsel, trustees, and third-party service providers to facilitate smooth transaction processing and effective communication.
- Maintained working knowledge of assigned portfolios and deal-related documentation to support ongoing loan administration activities.
- Reviewed and interpreted Credit Agreements and governing documents to ensure compliance and accurately update agency systems.
- Utilized analytical thinking and problem-solving skills to interpret complex loan-related information and resolve discrepancies.
- Calculated, invoiced, collected, and disbursed deal-related fees, interest, principal payments, and borrowing funds.
- Coordinated fund movements for initial funding and loan closings, ensuring timely execution of ongoing facility activities.
- Trained and supported Associate-level staff on operational policies, procedures, and system processes.
- Managed system setup and maintenance, ensuring accurate updates to changing deal attributes and facility terms.
- Monitored operational risk and escalated out-of-scope requirements or potential issues to management.
- Processed loan and facility-related activities including rollovers, rate settings, conversions, prepayments, assignments, and amendments.
- Performed high-volume data entry and maintained detailed records using agency systems and Microsoft Excel.
CLS-Loan Specialist II
TD Bank, N.A.
Greenville
04.2022 - 07.2025
- Manage Commercial loan pipeline of 30+ from origination to closing and funding while ensuring all loan conditions are properly documented and legally compliant.
- Developed new team members as a resource for upper management, facilitating knowledge transfer and support.
- Maintained SLA goals and ensured customer satisfaction by coordinating communication across departments, including Attorneys, Titles, and Bank Regional Vice Presidents.
Loan Administrator II Team Lead
TD Bank, N.A.
Greenville
04.2019 - 04.2022
- Generated financial ratios using computer programs to evaluate customers' financial status, informing loan decisions.
- Obtained and compiled loan applicants' credit histories, corporate financial statements, and other financial information from Fidelity, SHAW, LexisNexis, and Financial Tax Returns to support thorough application reviews.
- Review and update credit and loan files.
- Submit applications to credit analysts for verification and recommendation.
- Supervise loan personnel by conducting internal audits to analyze quality improvements and assisting the team to set up career paths within the bank.
- Trained new employees through team mentorship, fostering procedure improvements and enhancing onboarding experience.
RCS-Customer Service I
TD Bank, N.A.
Greenville
10.2017 - 04.2019
- Achieved one call resolution by owning each call, ensuring customers understand payment options and promotional details.
- Exceeded call metrics, maintaining 99% accuracy and adherence to performance standards.
- Verified accounts to ensure current contact information, facilitating efficient support for Account Services.
Banking Specialist
TD Bank, N.A.
Greenville
09.2016 - 10.2017
- Executed detailed account reviews, verifying accuracy of account status and transaction balances, safeguarding account information security.
- Achieved compliance by successfully passing LEI Surveys and Compliance Audits, reinforcing regulatory standards.
- Utilized online resources to address inquiries while adhering to updated procedures, ensuring compliance and accuracy.
- Exceeded company sales and productivity metrics while upholding WOW! Customer Support.
Office Manager
Klaw, LLC
Greenville
01.2015 - 09.2016
- Supervised a team of 10 employees, ensuring effective collaboration and task completion.
- Maintained vendor relationships while managing past due receivables to ensure continuity of service.
- Created coordinating spreadsheets to enable company President to track account statuses effectively.
- Developed and implemented company manual and procedures to streamline operations.
Education
Associates in Arts - Paralegal
Greenville Technical College
Greenville, South Carolina01-2023
Skills
- NCINO and Salesforce
- CorPro
- Debt Domain
- ClearPar
- Microsoft Office Suites
- Jack Henry
- Loan processing
- Credit evaluation
- Financial reporting including statement analysis
- Regulatory compliance
- Pipeline oversight
- Data analysis
- Onboarding processes
- Client management
- Operational support
- Project management
References
Available Upon Request
Timeline
Associate II
AlterDomus
07.2025 - Current
CLS-Loan Specialist II
TD Bank, N.A.
04.2022 - 07.2025
Loan Administrator II Team Lead
TD Bank, N.A.
04.2019 - 04.2022
RCS-Customer Service I
TD Bank, N.A.
10.2017 - 04.2019
Banking Specialist
TD Bank, N.A.
09.2016 - 10.2017
Office Manager
Klaw, LLC
01.2015 - 09.2016
Associates in Arts - Paralegal
Greenville Technical College