Michael Morgan

Michael Morgan

Wells Fargo Bank; Commercial Loan Documentation Specialist @ Insight Global

About Michael Morgan

Michael Morgan is a Commercial Loan Documentation Specialist at Wells Fargo Bank, currently working in Atlanta, Georgia. He has extensive experience in commercial credit analysis and underwriting, with aspirations to become a portfolio or relationship manager.

Work at Insight Global

Michael Morgan has been employed at Insight Global since 2019, serving as a Commercial Loan Documentation Specialist for Wells Fargo Bank. His role involves managing documentation related to commercial loans, ensuring compliance with regulatory standards, and facilitating the loan process. Based in Atlanta, Georgia, he has accumulated five years of experience in this position, contributing to the efficiency and accuracy of loan documentation.

Previous Experience in Banking and Finance

Prior to his current role, Michael Morgan held various positions in the banking and finance sector. He worked as a Special Assets Analyst at Fremont Bank for nine months in 2012-2013. He then served as a Contractor at Robert Half for ten months in 2013-2014. Additionally, he was employed at Wells Fargo from 2014 to 2016 as an Analytics Consultant and Performance Surveillance and Reporting Analyst. His experience also includes working as a Lease Analyst and Credit Analyst at Bank of the West from 1998 to 2001.

Education and Expertise

Michael Morgan studied Business at San Jose State University from 1980 to 1986. He furthered his education at the University of Phoenix, where he earned a Bachelor of Science degree in Business. His academic background supports his extensive experience in commercial credit analysis and underwriting, totaling over 7 years and 4.5 years, respectively. He also has 2 years of experience in commercial real estate surveillance.

Career Aspirations

Michael Morgan aspires to advance his career by becoming a portfolio manager or relationship manager. He is particularly interested in managing a portfolio with a focus on performance review and risk minimization. His career trajectory reflects a commitment to developing expertise in commercial credit and financial management.

Driving Experience

Before his current position, Michael Morgan worked as a driver for Uber from 2017 to 2019. This role provided him with unique insights into customer service and operational efficiency, further enhancing his skill set in the financial services industry.

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