Lisa Morgan - Assistant Vice President, Commercial Loan Officer

Contact me today!

Office: 314-657-4754
Fax: 314-657-9645

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My Bio
I have more than 30 years of experience in the financial services industry and have been with the Credit Union for more than 20 years. I have a diverse background in:

  • Branch operations
  • Consumer loans
  • Residential mortgages

I joined the Business Services team in 2004. I excel at developing new business relationships as well as managing a portfolio of current relationships.

I am committed to excellent service by educating members on all Credit Union products and services to help them meet their business and personal financial needs.

I was recently recognized on the "100 St. Louisans You Should Know" list compiled by St. Louis Small Business Monthly. I was identified as somone "who can inspire and direct your (business) success".

 

Testimonial

"Lisa has been a wonderful representative for our commercial real estate loan needs. She was always intent on advocating the best suited financing options for our smaller business needs and goals. As a local Credit Union, she was attentive, and responsive to sealing our first STL real estate transaction.  Great start!  We look forward to many more productive years together."

- Sung Nguyen and Brian Costanzo, Business Members

 

Education & Certification
  • Bachelor of Science, Business Administration: Finance, University of Missouri-St. Louis
  • Certified CU Financial Counselor
  • Credit Union National Association (CUNA) Business Lending Certifications
Lending Specialties
  • Commercial Real Estate Lending
    • Apartment Buildings
    • Professional Office Buildings
    • Churches
  • Commercial & Industrial Lending
  • Commercial Vehicle Financing
  • Non-Profit Organizations
     

View our business financing options today!