Summary
Overview
Work History
Education
Skills
Other
Certification
Timeline
Generic

Chad Morris

Charlotte

Summary

Full-time sales position

Experienced with treasury management, cash flow optimization, and financial risk assessment. Utilizes strategic planning to ensure effective liquidity and investment management. Strong understanding of financial regulations and reporting standards, ensuring compliance and accuracy in all financial activities.

Results-driven finance professional with strong background in treasury management, risk assessment, and financial analytics. Highly skilled in cash flow optimization, investment strategy, and regulatory compliance. Known for exceptional teamwork, adaptability, and delivering impactful results in dynamic environments. Proven ability to collaborate effectively and drive continuous improvement.

Dedicated financial professional, well-versed in treasury management and financial operations. Proven track record of enhancing cash flow and optimizing investment opportunities. Known for fostering collaborative teamwork and delivering consistent results while adapting to changing needs with precision.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Treasury Officer

Wells Fargo
02.2025 - Current
  • Managed cash flow forecasting, ensuring optimal liquidity for operational needs.
  • Conducted risk assessments to identify financial exposures and mitigate potential losses.
  • Developed and implemented treasury policies enhancing compliance and efficiency in processes.
  • Collaborated with cross-functional teams to optimize funding strategies and investment opportunities.

Account Executive

Townsquare Interactive
04.2024 - 02.2025
  • Cultivated client relationships, enhancing customer satisfaction and loyalty through proactive communication.
  • Developed tailored marketing strategies to drive engagement and increase client retention rates.
  • Analyzed market trends and competitor activities to inform sales strategies and improve service offerings.
  • Collaborated with cross-functional teams to implement new product launches and promotional campaigns.

Premier Home Mortgage Consultant

Wells Fargo
03.2019 - 02.2024
  • Guided clients through mortgage application process, ensuring compliance with regulations and requirements.
  • Analyzed financial documents to assess borrower eligibility and risk factors for loan approval.
  • Developed tailored mortgage solutions to meet diverse client needs and financial goals.
  • Collaborated with real estate agents and lenders to streamline transaction processes and enhance customer experience.

Premier Relationship Officer

Wells Fargo
09.2016 - 03.2019
  • Cultivated strong client relationships through personalized communication and tailored financial solutions.
  • Analyzed client portfolios to identify opportunities for growth and enhancement of services.
  • Developed strategic plans to meet clients' evolving financial needs effectively.
  • Coordinated with internal teams to deliver seamless service and support for high-net-worth clients.
  • Mentored junior staff on best practices in client management and relationship building.
  • Established trust with clients by delivering consistent, reliable advice aligned with their financial goals.

BDC Manager

Diepholz Auto Group
01.2011 - 01.2016
  • Led team to enhance customer engagement strategies and improve overall service quality.
  • Developed and implemented training programs to elevate staff performance and operational efficiency.
  • Analyzed customer feedback data to identify trends and inform strategic decision-making processes.
  • Streamlined communication channels between departments, improving response times and client satisfaction scores.
  • Mentored junior staff on best practices for customer interactions, fostering a culture of excellence in service delivery.
  • Collaborated with marketing teams to design campaigns that drive inbound inquiries and increase sales opportunities.

Education

Master of Science - Political Science, Pre-Law

Eastern Illinois University
Charleston, IL
12.2015

Skills

  • - Fluent in Vinsolutions
  • Proficient in Microsoft Office
  • - Fluent in Google spreadsheets
  • Financial resource optimization
  • Foreign exchange management
  • Financial institution partnership management
  • Regulatory compliance knowledge
  • Financial analysis and reporting
  • Risk analysis expertise
  • Cash flow forecasting
  • Experience with ERP software
  • Accounting principles
  • Internal controls implementation
  • Proficient in financial analysis
  • Liquidity management strategies
  • Interest rate hedging
  • Funds transfer pricing
  • Treasury operations optimization
  • Credit facility management
  • Teamwork
  • Teamwork and collaboration
  • Customer service
  • Time management
  • Problem-solving
  • Attention to detail
  • Problem-solving abilities
  • Multitasking
  • Excellent communication
  • Planning and coordination
  • Prioritizing and planning
  • Customer relationship development
  • Financial analysis and reporting
  • Task prioritization
  • Proactive and focused
  • Self motivation
  • Interpersonal skills
  • Analytical thinking
  • Risk assessment
  • Professionalism
  • Interpersonal communication
  • Strategic planning

Other

  • - Member of a Sigma Chi Fraternity
  • - Intern for Judge Shick (19th circuit court of IL)
  • - Intern for Todd Reardon (criminal defense attorney, Coles County, IL)

Certification

  • CTP - Certified Treasury Professional
  • Licensed Mortgage Loan Officer - 03/19-02/24

Timeline

Treasury Officer

Wells Fargo
02.2025 - Current

Account Executive

Townsquare Interactive
04.2024 - 02.2025

Premier Home Mortgage Consultant

Wells Fargo
03.2019 - 02.2024

Premier Relationship Officer

Wells Fargo
09.2016 - 03.2019

BDC Manager

Diepholz Auto Group
01.2011 - 01.2016

Master of Science - Political Science, Pre-Law

Eastern Illinois University

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Chad Morris