Jon Morse

2001–Current
The Center For Success
San Antonio, TX

Management Consultant

• Providing consultation to increase effectiveness and productivity to the real estate and relocation industry in the following areas: alliance management, marketing, sales, key operation management measures, systems integration, internet development, customer service and product development. Please link to: www.TheCenterForSuccess.com
• Adjunct Faculty (graduate & undergraduate) University of the Incarnate Word and University of Phoenix: Strategic Planning & Business Policy, Business Research & Communication, Marketing, Marketing Research, Advertising, Sales Management, Management Skills, Management Concepts and others.
• Directing organizations in the use of pre and post hire assessment instruments that statistically increase retention and productivity.
• Implementing corporate training in: Negotiation, Communication Skills, Personality Styles, Project Management, Time Management, Leadership Skills and others.
• Clients include: University of the Incarnate Word, USAA Federal Savings Bank, Cendant Mobility Services, Monster.com, Real Estate Services Providers Council (RESPRO), Employee Relocation Council (ERC) Coalition for Cooperative Business Practices, North East Independent School District, Prudential Financial, Fidelity Financial Services, and Cendant Mortgage Services, Fidelity National Financial and All Major Real Estate Company Brands.

1992–2001
USAA Federal Savings Bank
San Antonio, TX

Home Event Services Program Manager (Affinity)

• Developed, implemented and successfully managed ongoing alliance relationship for the MoversAdvantage Real Estate Services Program & supported mortgage programs.
• Exceeded expectations in the following areas: budget management, personnel, alliance management, integration of USAA products/services, marketing, sales and information systems.
• Developed, implemented and terminated household goods moving and storage program (HomeExpress).
• Led Home Loan Services Integrated Resource Call (budget exceeding $30 Million), alliance information systems interface, internal systems and new product development.
• Initiated and led efforts in legal and regulatory issues to include legislative efforts (testifying at local and state committee level) and grass roots public media awareness.
• Initiated and led event marketing programs within the Banking division.
• Regularly requested to be featured speaker, panel participant, and facilitator of roundtable discussions for the Employee Relocation Council (ERC), the Real Estate Settlement Providers Council (RESPRO) and Cendant Mobility Network Regional and International conferences.

1988–1992
USAA Federal Savings Bank
San Antonio, TX

Planning Officer

• Accurately produced Senior Officer Accounting reports, budget, Operational and Strategic Planning conferences for Bank President(s).
• Implemented project management efforts to include: competition analysis, telephonic voice response implementation, business process review of sales and operations (consumer loans and deposits), completed request for proposal and selection process for Home Loan Services mortgage loan alliance/affinity partner, developed and implemented bank-wide customer service measurements, facilitated unsecured line-of-credit product development and completed strategic plan for Home Loan Services.

1984–1988
USAA Financial Services
San Antonio, TX

Account Executive

• Award winning team leader and sales executive for: life, annuity, disability, mutual funds, stocks and Real Estate Investment Trusts.
• Rapidly advanced through excellence in sales performance and team building.
• Led systems development team and successfully implemented company-wide automated sales system.
• Earned CLU (Chartered Life Underwriter) and CFP (Certified Financial Planner) professional designations through focused self-study processes.
• Successfully passed all SEC licensing series to manage stockbrokers.

1982–1984
Minnesota Mutual Life Insurance Co
San Antonio, TX

Sales Executive

• Sales and field underwriting for life, disability, health, mutual
  funds, individual securities, annuities and financial planning.
• Successfully completed all licensing and continuing education courses to result in rookie of the year award for Texas.

1975-1982
State Department of Human Resources
San Antonio, TX

Supervisor

• Supervisor of 20 professional social workers providing services to Aged
  Blind & Disabled in Guadalupe, Wilson, Karnes and Bexar Counties.
• Successfully initiated personnel responsibilities, professional development and community social service organizational liaison with primary emphasis on the aging community.
• Active role in AACOG, United Way, Community Councils, Retired Senior Volunteer Program, Boy Scouts, Christian Senior Services to include board positions, fund raising and client service advocacy.

Education

• 1971–1973
  Associate of Arts in Theology
  Golden Valley Lutheran College
  Minneapolis, MN
• 1973–1975
  Bachelor of Arts in Psychology
  Texas Lutheran University
  Seguin, TX
• 1986–1991
  Masters in Business Administration (MBA)
  University of the Incarnate Word
  San Antonio, TX
• 2000-2001
  PhD Candidate Organizational Leadership
  University of the Incarnate Word
  San Antonio, TX

Interests
Bicycling, Fly Fishing, Photography, Travel