Summary
Overview
Work History
Education
Skills
Awards
Timeline
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ANA DAVIS

Kansas City,MO

Summary

Where service meets systems—pairing frontline hospitality with back-end precision in finance, admin, and client care. Skilled in customer service, conflict resolution, and multitasking in fast-paced environments. Strong focus on teamwork and adaptability ensures seamless operations and high satisfaction. Known for creating calm, sharing smiles, professionalism, and a consistent, positive attitude. Offers strong background in customer relations and communication.

Overview

11
11
years of professional experience

Work History

Sales Associate

COUNTRY Financial
10.2024 - Current
  • Provide exceptional customer service during the claims process by guiding clients through each step and advocating on their behalf when needed.
  • Establish lasting relationships with key industry partners, including brokers, carriers, and service providers to better serve client needs.
  • Conduct thorough policy reviews for existing clients, identifying gaps in coverage and recommending appropriate solutions.
  • Evaluate competitor offerings by researching market trends to inform targeted sales pitches that highlighted unique value propositions of available policies.
  • Improve operational efficiency within the agency by streamlining workflows, automating tasks, and leveraging technology where appropriate.
  • Develop targeted client acquisition strategies through networking events, industry conferences, and by leveraging professional connections within the local business community.
  • Determine financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Generate leads through cold-calling, networking and other outreach methods.
  • Work with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Project Manager and Executive Assistant

Emmanuel FCDC
07.2016 - 08.2024
  • Served as Project Manager on an intermittent basis for more than 4 years; Served as Office Administrator, Receptionist, and Executive Assistant for prior 4 years.
  • Created and organized operational systems for school-age programming.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
  • Resolved employee disagreements and client complaints.
  • Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Coordinated with parents and teachers for program updates and events.
  • Assisted Principal and/or Chief Program Director in daily managing of 20-120 children and 3-15 staff members.
  • Successfully met the diverse needs of students, parents, teachers, and executive administration through regular and transparent communication, and mediation and conflict resolution tools as needed.
  • Filed and organized sensitive information of both families and staff.

Mortgage Loan Officer

AFN-KC, Mortgage Solutions
04.2022 - 04.2024
  • Connected with community members to provide financial and mortgage education and advice.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Optimized company loan origination software and marketing tools including Encompass and Total Expert.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Collaborated with realtors, title and insurance agents, underwriters, and processors to pre-approve and finance loans.
  • Managed marketing and business planning for obtaining new clientele including social media use and community event planning.

NMLS# 2304393

Legal Case Manager

The Law Office of Stephen R. Williams, LLC
07.2022 - 01.2024
  • Conducted extensive legal research, drafts legal documents and case summaries, and reviews documents for compliance with strict legal requirements
  • Delivered outstanding hospitality by greeting customers warmly, answering questions knowledgeably, and ensuring satisfaction throughout litigation.
  • Upheld company's high standards of professionalism and hospitality in all client interactions.
  • Developed strong rapport with customers through active listening, professional responsiveness, timeliness, and consideration through stressful litigation.
  • Provided comprehensive and satisfactory solutions to client complaints.
  • Trained new team members on best practices in customer service and legal case management, fostering a culture of hospitality excellence
  • Made recommendations to attorneys regarding cost and time-effective ways to accomplish the client's goals throughout pre-litigation, litigation, mediation, and trial processes and keep the client and outside counsel abreast of the current case status
  • Managed, drafted, and approved marketing plans, social media content, company website, publications, and broadcastings
  • Managed administrative tasks and human resource compliance and procedural methods

Home Manager

Showhomes KC
08.2019 - 03.2020
  • Responsible for keeping the homes in show-to-sell condition while listed for sale
  • Coordinate with realtors, maintenance, and staging to ensure homes are in best quality for showings and open-houses
  • Manage utilities of homes while for sale
  • Assess homes to determine critical details occasionally missed during remodels to improve staging and short- and long-term buyer satisfaction
  • Provided house keeping services as needed

Mathematics Tutor

La Sierra University
09.2016 - 12.2016
  • Provided group instruction to 3-15 students at a time in all levels of math courses ranging from basic or general math to the completion of Algebra
  • Consistently trained with team tutors to develop new skills and build trust, knowledge, and security

Education

Master's of Dispute Resolution -

Pepperdine University Caruso School of Law

Master's of Legal Studies - Mediation

Pepperdine University Caruso School of Law

B.S. - Healthcare Management

La Sierra University

A.S. - Science, Mathematics, and Computing

Northwest Missouri State University

Skills

  • Exceptional communication
  • Customer service
  • Complaint handling
  • Management and mentoring
  • Teamwork and collaboration
  • Conflict resolution
  • Flexible schedule and learning style
  • Client service
  • Detail oriented
  • Professional and creative writing
  • Guest/Client relations and accomodations
  • Microsoft Office, email, and typing (Avg 72 WPM)

Awards

Difference Maker - Women's History Month The Light KC (March 2024) | 25 Under 25 Chicago Inno Business Journal (September 2020) | 2nd in Wildfire Business Preaccelerator Northwestern University (August 2020) | ULEAD Leadership Development Program La Sierra University (May 2018) | Mastermind Study of Laws of Leadership John C. Maxwell Team Coach (July 2017)

Timeline

Sales Associate

COUNTRY Financial
10.2024 - Current

Legal Case Manager

The Law Office of Stephen R. Williams, LLC
07.2022 - 01.2024

Mortgage Loan Officer

AFN-KC, Mortgage Solutions
04.2022 - 04.2024

Home Manager

Showhomes KC
08.2019 - 03.2020

Mathematics Tutor

La Sierra University
09.2016 - 12.2016

Project Manager and Executive Assistant

Emmanuel FCDC
07.2016 - 08.2024

A.S. - Science, Mathematics, and Computing

Northwest Missouri State University

Master's of Dispute Resolution -

Pepperdine University Caruso School of Law

Master's of Legal Studies - Mediation

Pepperdine University Caruso School of Law

B.S. - Healthcare Management

La Sierra University
ANA DAVIS