Summary
Overview
Work History
Education
Skills
Timeline
Generic

Aaliyah Davis

Dallas,TX

Summary

Results-driven business professional with experience in business development, account management, recruiting, and client relationship management across the technology staffing and mortgage industries. Proven ability to build strong relationships, identify client needs, generate new business opportunities, and coordinate cross-functional teams to deliver exceptional customer experiences. Known for strong communication, adaptability, and a collaborative approach to solving problems and driving results.

Overview

4
4
years of professional experience

Work History

Account Executive

OPTOMI
Plano, TX
05.2025 - 06.2026
  • Managed the full business development lifecycle by prospecting, generating new business opportunities, qualifying leads, and building relationships with hiring managers and executive decision-makers, consistently conducting 10+ client meetings and discovery conversations weekly.
  • Partnered with clients to understand hiring initiatives and technical staffing needs, delivering tailored talent solutions aligned with their business objectives while securing a new Master Services Agreement (MSA).
  • Sourced, screened and presented qualified technology candidates while coordinating interviews and supporting the hiring process from initial outreach through placement, resulting in 3 consultants on billing.
  • Collaborated cross-functionally with recruiters, clients, and candidates to manage communication, strengthen relationships, and deliver a seamless hiring experience.

Loan Partner II

AnnieMac Home Mortgage
Plano, TX
09.2023 - 03.2025

• Managed a pipeline of 100+ active loan files monthly, ensuring accuracy, compliance, and an average 20% faster approval time.

• Served as the primary liaison between borrowers, loan officers, underwriters, title companies, and third-party vendors, maintaining clear communication throughout the loan process.

• Streamlined workflows between sales and underwriting teams, improving operational efficiency by 15% and enhancing the overall client experience.

• Reviewed financial documentation, calculated debt-to-income ratios, and analyzed loan files to ensure compliance with lending guidelines and support successful loan approvals.

Mortgage Contact Officer

AnnieMac Home Mortgage
Plano, TX
02.2023 - 09.2023

• Contacted warm inbound leads to qualify prospective homebuyers and homeowners interested in purchasing or refinancing, scheduling qualified appointments for Loan Officers.

• Converted 25% of warm leads into loan applications through consultative conversations, relationship building, and personalized follow-up.

• Educated borrowers on mortgage products, gathered financial information, and identified lending solutions based on each client's goals and qualifications.

• Consistently ranked among the top 10% of peers by exceeding appointment-setting and loan application goals in a fast-paced, metrics-driven environment.

Customer Service Associate

Mr. Cooper
05.2022 - 02.2023

• Assisted 60 customers daily, resolving account inquiries and contributing to customer satisfaction in a fast-paced call center environment.

• Educated homeowners on mortgage servicing processes and payment options to enhance understanding and support informed decision-making.

• Investigated customer concerns and collaborated with cross-functional teams to resolve complex account issues efficiently.

• Maintained detailed account documentation and ensured compliance with company policies, streamlining support processes for timely resolutions.

Education

BBA - Marketing

University of North Texas
Denton, TX
05-2022

Skills

  • Business development
  • Account Management
  • Client Relationship Management
  • Lead Generation
  • Consultative Sales
  • Project Coordination
  • CRM Platforms

Timeline

Account Executive

OPTOMI
05.2025 - 06.2026

Loan Partner II

AnnieMac Home Mortgage
09.2023 - 03.2025

Mortgage Contact Officer

AnnieMac Home Mortgage
02.2023 - 09.2023

Customer Service Associate

Mr. Cooper
05.2022 - 02.2023

BBA - Marketing

University of North Texas
Aaliyah Davis