Charles J Davis II

Solicit residential mortgages through contacts with realtors, builders, friends, family and personal acquaintances. Develop referral relationships with community development organizations, participate in community development activities. Conduct monthly financial literacy courses.

• Responsible for originating and promoting the Bank OZK Freedom Advantage Mortgage product targeted to low and moderate income (LMI) borrowers
• Play an active role in helping OZK foster working relationships within LMI and minority communities, organizations serving
• LMI and minority communities, and individual LMI and minority applicants
• Closed 53 Units - $9.4MM - 2020
• Closed 29 Units - $5.5MM - 2021

• C1 Bank/Bank OZK - No credit losses since Apr 2015
• C1 Bank/Bank of the - Deposit losses under $500 since
• Grow Financial FCU - 2014 GAP production was 72.4% or 145% of goal
• Grow Financial FCU - 2014 MBP/Warranty production was 36.8% or 184% of goal
• Grow Financial FCU - 2014 credit life and disability production exceeded $2.4MM, Responsible for managing overall sales, service and operational performance
• Primary focuses are small business loans and business deposits as well as ensuring corporate ideals and branding are supported through local community events
• Core deposit $10MM // Loan portfolio $14MM

• Responsible for managing overall sales, service and operational performance for multiple branch locations
• Focus on associate coaching and development to ensure corporate goals are achieved and/or exceeded
• Responsible for business development and corporate branding within the footprint of each branch location
• Responsible for ensuring corporate ideals and branding are supported through local community events
• Primary areas of focus: Dealer relationship development // Coaching // Service level scores // Ancillary product production // Business referrals // Branch operations

• Responsible for managing overall sales, service and operational performance of a branch location
• Focus on associate coaching and development to ensure corporate goals are achieved and/or exceeded
• Responsible for ensuring corporate ideals and branding are supported through local community events.

• Perform a wide range of duties relating to the origination of residential first mortgage loans
• Meet standards and objectives defined by management for mortgage loan sales and cross-selling objectives.

• Responsible and accountable for directing and administering all day to day operations of the financial center
• Consistently interacting with clients and prospects to ensure they are directed to the appropriate sales/service channels via lobby leadership
• Regularly monitor, motivate and coach to the right behaviors to ensure financial center goals are achieved.

• Established a successful mortgage company from inception and managed operations and workflow
• Trained new brokers on essentials of originating loans, fee negotiating and credit review
• Developed leads, scheduled appointments, identified needs and verified creditworthiness to generate business while ensuring a high level of compliance per industry standards was maintained.

• Built and lead high-performance team focused on achieving sales and service goals.
• Developed behaviors that supported company policies to improve efficiency and team performance.
• Collaborated with internal business partners to deliver cohesive banking experience to customers.

• Vendor Manager //Project Specialist // Sr
• Underwriter // Underwriter, Coordinator // Personal Banker // Teller // Intern