
Scott Morris
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About me
Associate Account Manager - National Market
Education

Fullerton College
2009 - 2012Business Administration and Management, General
Experience

Disneyland
Sept 2009 - Dec 2010Cast Member
EHR Funding, a division of Med I.T., Incorporated
Jul 2014 - Mar 2016• Train medical staff to Meaningfully Use government certified software• Work with State Medicaid offices for provider enrollment and billing• Research Public Health Department's capabilities to accept data from private offices, as well as Hospitals, for each state• Provide customer care for every client to ensure all doctors and staff involved are aware of the regulations and laws correlated with the EHR Program • Qualify Medical/Dental offices for the EHR Incentive program• Work with states to constantly update clients on individual State Medicaid/Medicare regulations• Navigate Public Health Department, Medical Board, and general medical news to update clients on whatever updates to state or federal regulations and/or relevant updates for the specific client Show less
Assistant Director of Compliance
Jul 2014 - Mar 2016Processing Specialist
Jul 2014 - Jul 2015

Consumer Portfolio Services
Mar 2016 - Jan 2020• Subprime Automotive Financing • Monitor bankruptcy cases involving our loan(s)• Filed claims and monitored cases through PACER • Negotiated with courts, trustees, and attorney’s to ensure our claims were treated accurately• Thorough knowledge of State/District regulations for Chapter 7 & 13 bankruptcies• Coordinated with multiple departments depending on the status of the case and the status of the vehicle• Conducted frequent audits to ensure my staff of 13 abided by company policy and state laws• Ran monthly and quarterly through our AS400 software to provide to senior management Show less • Enforced Contract between Consumer Portfolio Services and Automotive Dealerships by thorough investigation of potential violations• Interview customers to obtain evidence of any potential violation• Obtain any evidence I could by reviewing vehicle history reports• Obtain any information on customer by using CLEAR software• Construct demand letters that required dealerships to repurchase a loan if any violation(s) occurred that would include the specific terms of their contract that were violated, and a proper breakdown of any/all fees included in the demand.• Proofread demands to ensure they would be sufficient evidence in court if needed Show less
Bankruptcy Supervisor
Nov 2017 - Jan 2020Dealer Compliance Officer
Mar 2016 - Nov 2017

Harvest
Jun 2020 - Sept 2023• Servicing SBA 7(a), 504, and Conventional Real Estate Investment Loans • Supervisor of the Customer Service, Collections, and Collateral Departments • Project Manager for the servicing of CARES Act Paycheck Protection Program loans by creating a brand-new method of servicing, creating the training material for multiple departments and facilitated weekly meetings to ensure the project’s performance was maintained by all teams• Created, provided, and presented training material for multiple departments within Servicing• Facilitated weekly meetings within Servicing to ensure the teams morale and knowledge was prioritized• Created auditing reports within our servicing software PCFS Loan Manager to monitor our portfolio performance & team performance• Provide financial and servicing analytics for senior management Show less • Monitor the Collateral used to secure the loans financed through Harvest Small Business Finance, LLC• Construct the documentation that would secure the debt Harvest, and the SBA• Construct the documentation that would secure the liens put in place to fund the loan• Facilitate the delivery of all required documentation to our Collateral Custodian as required by our financial benefactor • Ensure the required recordings of documents were completed by the States and Counties within the required timeline• Facilitated the release and recording for all liens once the loans were paid in full• Onboarded loans onto our PCFS Loan Manager software Show less
Assistant Vice President / Customer Service & Warehouse Collateral Supervisor
Apr 2022 - Sept 2023Servicing Analyst
Jun 2020 - Apr 2022

Lockton
Jul 2024 - nowAssociate Account Manager
Licenses & Certifications
- View certificate

STX Kickboxing Instructor
Combat submission wrestling 
Certified HIPAA Administrator
EcfirstFeb 2016
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