Summary
Overview
Work History
Education
Skills
Timeline
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COREY DAVIDSON

South Jordan,UT

Summary

A highly motivated leader with over 8+ years of experience leading teams of analysts and associates within loan, banking, treasury, and payment processing operations. Strong worth ethic, adaptability, and exceptional interpersonal skills. Passionate about delivering high-quality service, optimizing processes, processing payment application, and enhancing customer satisfaction. Work closely with external partners and ensure their needs are met through process implementation and enhancements. Always looking for new challenges and opportunities to learn and grow in my field. Proven history of developing strategic initiatives, providing project management, and offering results-focused interactions to foster growth. Able to meet company needs with consistent and organized practices. Skilled in working under pressure and taking on multiple projects and meeting specific deadlines. High attention to detail ensuring team members are compliant with company policies and financial and banking policies. Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

7
7
years of professional experience

Work History

Assistant Vice President, Payment Processing Operations

Raistone
02.2022 - Current
  • Manage and lead a team of payment analysts and associates, process and approve high dollar value payments on a day-to-day basis for external partners
  • Supported executive leadership team with ad hoc financial analysis and reporting as needed for strategic decision making.
  • Develop, maintain, and improve business performance for processing external partner payments on a day-to-day basis
  • Collaboration with cross functional departments such as Sales, Credit, Risk, Internal Control, Legal, and Onboarding, to resolve partner inquiries related to payments and ensure timely funding and repayment processing
  • Identified potential areas of operational improvement through detailed financial analysis and reporting.

Senior Treasury Management Associate

Harland Clarke
03.2021 - 01.2022
  • Provided training for external partners to ensure theyunderstood how their processes would be impacted and ensure the transition was smooth to the new platform
  • Leveraged financial modeling tools to evaluate various scenarios related to interest rates, economic growth projections, and other factors influencing bond valuations.
  • Assist management in making accurate and effective financial decisions, with the process of wire transfers, ACH files, and Positive Pay for external partners
  • Performed financial modeling to support budget forecasting and resource allocation decisions.

Funding Services Manager

EnerBank USA
10.2018 - 01.2021
  • Managed daily 15+ loans and funding operations, ensuring compliance with banking regulations and customer service standards
  • Conducted risk assessments for each project and developed strategies for mitigating risks to external partners and customers.
  • Contributed to long-term strategic planning efforts using advanced financial modeling techniques that provided valuable projections for future growth.
  • Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.

Account Manager

Discover Financial Services
06.2017 - 10.2018
  • Proven experience in assessing client application, establishing credit lines, making crucial credit decisions, conducting financial reports, and reviewing fraud accounts.
  • Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
  • Created monthly reports on account performance and presented them to senior management, stayed up to date with loan trends.
  • Accurately reviewed and resolved exception reports as well as researched, analyzed and resolved transactions; Reduced discrepancies in financial data with thorough account reconciliations and adjustments.

Education

MBA - Finance -

Southern Utah University

Bachelor of Science -

Utah Valley University

Skills

Management Reporting

  • Balance Sheet Analysis
  • Budget Analysis
  • Cross-Functional Team Leadership and Management
  • Business intelligence tools
  • Internal Controls
  • Financial Reporting
  • ERP systems proficiency
  • Forecast Analysis
  • Effective Decision Making
  • Strategic Visioning

Timeline

Assistant Vice President, Payment Processing Operations

Raistone
02.2022 - Current

Senior Treasury Management Associate

Harland Clarke
03.2021 - 01.2022

Funding Services Manager

EnerBank USA
10.2018 - 01.2021

Account Manager

Discover Financial Services
06.2017 - 10.2018

MBA - Finance -

Southern Utah University

Bachelor of Science -

Utah Valley University
COREY DAVIDSON