David Morgan Email & Phone Number
Senior Credit Underwriter @ B Generous
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David Morgan Location
- Philadelphia, PA, US
David Morgan Work
- Senior Credit Underwriter @ (May 2026 - Present)
- Senior Credit Underwriter @ (November 2024 - May 2026)
- Account Executive @ IX (February 2024 - September 2024)
- Manager, Commercial Underwriter @ (February 2023 - September 2023)
- Consultant @ (September 2022 - February 2023)
- Consultant @ Freelance (November 2021 - September 2022)
- Vice President, Credit Underwriter @ Newtek (April 2021 - September 2022)
- Vice President, Senior Underwriting Officer @ (April 2020 - April 2021)
- Commercial Underwriter, AVP @ (January 2019 - January 2020)
- Portfolio Manager III-Leveraged Finance Credit @ (January 2017 - January 2019)
- Credit Analyst III, Assistant Vice President @ (February 2014 - January 2017)
- Commercial Credit Analyst II @ (January 2013 - January 2014)
- Commercial Credit Analyst I @ (April 2011 - December 2012)
- Branch Manager @ (February 2010 - March 2011)
- Credit Analyst @ (June 2008 - January 2010)
- Financial Service Representative II @ (June 2006 - December 2009)
- Investment Services Intern @ (August 2007 - December 2007)
- Financial Service Representative I @ (June 2004 - May 2006)
David Morgan Education
- University of Oxford
International Business Management Programme
2016-2016 - Clemson University
Master of Business Administration (M.B.A.)
2014-2016 - Penn State University
Bachelor’s Degree (Finance and Business)
2005-2007 - Kutztown University of Pennsylvania
Bachelor’s Degree (Graphic Design/Business (Transferred))
2003-2005
David Morgan Skills
- Accounting
- Analysis
- Banking
- Branch Banking
- Build Strong Relationships
- Business Strategy
- Capital Markets
- Cash Flow
- Cash Management
- Coaching
- Commercial Banking
- Commercial Lending
- Commercial Mortgages
- Commercial Real Estate
- Consumer Lending
- Corporate Finance
- Credit
- Credit Analysis
- Credit Cards
- Credit Management
- Credit Risk
- Cross Selling
- Customer Relationship Management (CRM)
- Customer Service
- Derivatives
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Risk
- Financial Services
- Financial Statement Analysis
- Internal Audit
- Investments
- Leadership
- Lines Of Credit
- Loan Origination
- Loans
- Management
- Mergers & Acquisitions
- Microsoft Excel
- Mortgage Lending
- New Business Development
- Peer Mentoring
- Platform Development
- Portfolio Management
- Public Speaking
- Refinance
- Retail Banking
- Risk Management
- SBA
- Sales
- Small Business Lending
- Time Management
- Training
- Treasury Management
- Underwriting
- Wealth Management
David Morgan Summary
- David Morgan, based in Philadelphia, PA, US, is currently a Senior Credit Underwriter at B Generous. David Morgan brings experience from previous roles at First Bank, IX, Sunstone Credit and ATR International. David Morgan holds a 2016 - 2016 International Business Management Programme @ University of Oxford. With a robust skill set that includes Accounting, Analysis, Banking, Branch Banking, Build Strong Relationships and more. David Morgan has 1 emails and 1 mobile phone numbers on RocketReach.
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