Alexis Davis
Clovis,California
Summary
Seasoned Financial Management professional with proven expertise in accounting processes, systems oversight and compliance reporting. Knowledgeable about, budgeting and all other aspects of successful financial operations. Talented team builder and supervisor with expertise in developing and maintain consistent, accurate structures.
Overview
21
21
years of professional experience
Work History
Mortgage Branch Manager
Primary Residential Mortgage Inc.
07.2022 - Current
- Successfully recruited, trained, and lead branch personnel to build a dynamic team
- Drive sales goals achievement through effective leadership and motivation
- Strategically market and promote the company, emphasizing reputation management
- Ensure loan quality alignment with policies, procedures, and regulatory guidelines
- Exceed sales management, pipeline, and new business generation goals.
Mortgage Branch Manager
Prosperity Home Mortgage
12.2019 - 07.2022
- Duplicated responsibilities from Primary Residential Mortgage Inc.
Sales Manager / Loan Originator
Carrington Mortgage Services
Fresno, California
08.2017 - 12.2019
- Worked with clients to identify financial goals and developed referral networks
- Conducted underwriter collaboration to resolve mortgage application issues
- Oversaw the recruitment, hiring, and training of new employees.
Sr. Mortgage Banker
Lenox Financial
Santa Ana, California
05.2015 - 06.2017
- Conducted client meetings, analyzed financial status, and determined loan feasibility
- Managed customer complaints resolution and collaborated with underwriters
- Ensured accuracy of credit and loan files and submitted applications for verification.
Sr. Mortgage Banker
Discover Home Loans Inc.
Irvine, California
04.2013 - 03.2015
- Conducted interviews, resolved application questions, and ensured regulatory compliance
- Managed customer complaints and stayed updated on financial products.
Account Executive
eMortgage Loans
Downey, California
11.2002 - 06.2010
- Built and maintained client bases, analyzed financial information, and approved loans
- Ensured compliance with credit regulations and submitted applications for verification.
Education
Associate of Science - Religious Studies
Cottonwood College
Los Alamitos, CA05-2010
Skills
- Loan Processing
- Pipeline Management
- Underwriting Expertise
- Credit Analysis
- Team Management
- Sales Leadership
Timeline
Mortgage Branch Manager
Primary Residential Mortgage Inc.
07.2022 - Current
Mortgage Branch Manager
Prosperity Home Mortgage
12.2019 - 07.2022
Sales Manager / Loan Originator
Carrington Mortgage Services
08.2017 - 12.2019
Sr. Mortgage Banker
Lenox Financial
05.2015 - 06.2017
Sr. Mortgage Banker
Discover Home Loans Inc.
04.2013 - 03.2015
Account Executive
eMortgage Loans
11.2002 - 06.2010
Associate of Science - Religious Studies
Cottonwood College
Similar Profiles
Karalea ShoellKaralea Shoell
Customer Solutions Associate at Primary Residential MortgageCustomer Solutions Associate at Primary Residential Mortgage
Margarita EvgrafovaMargarita Evgrafova
Mortgage Loan Processor at Primary Residential MortgageMortgage Loan Processor at Primary Residential Mortgage
Brikky KingBrikky King
Mortgage Loan Originator at Primary Residential Mortgage, Inc.Mortgage Loan Originator at Primary Residential Mortgage, Inc.