Hello, I'm Elizabeth B Morris.
• Executive Operations & Business Strategy Leader with proven success in guiding high - growth organizations through strategic financing, operational scaling, and customer - centric leadership, showcasing expertise in delivering premier service and building empowered, people - first teams.
Details
- Professional CategoryOperations, Logistics, Customer Support
- Location
- Years of Relevant Experience20+ years
- Seniority LevelExecutive
- Consulting Rate (Hourly)180
Headline
Executive Operations & Business Strategy Leader | Customer-Centric & People-First Leadership | Strategic Financing & Operational Scalability Expertise
Experience
Director of Operations / Chief of Staff
DYNAMIC ALTERNATIVE FINANCEJanuary 2018 - Current• Provide end - to - end business financing strategy for clients in complex, highly regulated industries including cannabis, facilitating multimillion dollar access to equipment, real estate, and working capital loans through customized lending solutions.
• Direct business development and lender engagement, building a national network of hedge funds, REITs, credit unions, and banks open to funding high - risk sectors and expanding capital access for underserved businesses.
• Leverage deep industry knowledge and lender relationships to close a $25M debt refinancing deal for a publicly traded cannabis company, securing the largest cannabis loan in the bank's history through a first - time institutional partnership completed in just 6 months.
• Oversee internal operations and contractor management, leading process improvement initiatives that enhanced underwriting efficiency and improved collaboration across cross - functional teams.
• Manage long - term business planning and full P&L oversight, guiding strategic discovery calls, underwriting analysis, and application - to - close execution to ensure tailored funding aligned with each client's goals.
Principal
CBF SOLUTIONS GROUPJanuary 2019 - January 2023• Built and led a skilled team of 3 professionals, overseeing daily operations and aligning sales execution with long - term strategic goals.
• Spearheaded business development and sales strategy for a joint venture delivering technology and lending solutions to franchisors, franchisees, and brokers, driving $1.2M in annual revenue from the ground up.
• Integral in the development of an AI - powered underwriting tool that enabled rapid qualification for small - scale capital loans, supporting faster decision - making and franchise expansion.
• Directed client acquisition through targeted networking and relationship - building efforts, significantly expanding the company's market footprint within the franchise lending space.
• Managed strategic collaboration with an external marketing firm to ensure brand alignment, campaign effectiveness, and consistent delivery of revenue - driving initiatives.
Senior Recruitment Partner
ENGAGE2EXCEL RECRUITMENT SOLUTIONSJanuary 2014 - January 2019• Delivered full - cycle recruitment and RPO project management solutions for high - volume clients, consistently completing time - sensitive hiring initiatives ahead of schedule and under budget.
• Managed large - scale recruitment efforts for clients including Realtor.com and major healthcare organizations, earning top 5% client satisfaction scores across the company.
• Led staffing initiatives with short time - to - fill mandates, sourcing and hiring call center and technical talent for mission - critical teams.
• Consistently ranked among the top 5 of 60+ recruiters company - wide by exceeding performance targets, filling roles across 2K+ unique position types nationwide, and contributing to a 95% client retention rate with an average cost - per - hire under 7% of salary.
• Recognized as a trusted partner on high - profile engagements, aligning recruitment strategies with client goals to ensure deliverables, staffing levels, and budget targets were consistently met.
Senior Recruiter & HR Consultant
CREATIVE ALIGNMENTSJanuary 2011 - January 2014• Selected as the first full - time recruiter hired to support a rapidly expanding client base, establishing scalable recruiting processes and delivering high - touch service across diverse industries.
• Integral in strengthening client relationships by tailoring recruitment strategies to meet unique organizational needs, contributing to long - term partnership growth.
• Delivered significant cost savings of up to 50% compared to traditional contingency models through the firm's hourly billing approach, while maintaining a high standard of service and candidate quality.
• Collaborated with internal HR consultants to offer integrated, flexible recruitment solutions both onsite and remotely, ensuring a seamless and positive client experience.
Industry
- Financial Services
- Holding Companies
- Professional Services
Specific Jurisdictions That I'm Qualified In or Can Cover
United States: Colorado
Language(s)
- English
Your Skills
Business Development, Financial Planning, Business Planning, Executive Leadership, Profit And Loss (P&L) Management, Franchising, Process Improvement, Contract Negotiation, Customer Service, Business Strategies
I am interested in
- Professional / Business Networking
- Career Opportunities
- Providing Services based on my Expertise
- Building my online Brand / Presence