ANA DAVIS

• 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.

• 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.

• 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

• 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

• 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

• 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