Heather Davis
Plainfield,IN
Summary
I am dependable person who is great with time management and able to handle multiple task on a daily basis. I have experience working as a team lead and as an individual while helping others learn and become successful. In my current role I am responsible for assisting the asset managers in the day-to-day functions of their portfolio. I am currently looking for a new role that will broaden my knowledge and expertise.
Overview
10
10
years of professional experience
Work History
IRE Asset Management Analyst
Merchants Capital
01.2023 - Current
- Analyze financial statements and rent rolls for individual projects
- Generate and share monthly billings
- Review incoming invoices for draws and replacement reserve request
- Assist Asset Managers with the day-to-day servicing request by the clients
- Provide the Asset Managers with weekly reports needed to maintain their portfolio
AVP-Post Closer/Delivery Supervisor & Construction
Merchants Mortgage
04.2022 - 01.2023
- Managed projects efficiently, ensuring timely delivery and high-quality results.
- Developed and maintained strong relationships with clients, resulting in increased business opportunities.
- Established policies and procedures that improved operational efficiency within the organization.
- Construction Specialist functions
- Manage team projects & internal audits
Delivery & Construction Specialist
Merchants Mortgage
08.2015 - 04.2022
- Deliver loans to new investors
- Monitor FHA case binders & Create Non-Del case binders
- Review & correct certification issues
- MERS Admin
- MERS confirmations, transfers & reports
- Construction draws
- Monitor, obtain, upload trailing documents.
Loan Specialist
Merchants Bank Of Indiana
12.2014 - 08.2015
- Generate closing documents for HELOC's and Land Loans
- Booked loans to CSI
- Reviewed closing packages for accuracy
- Assisted with participation payments.
Assistant Branch Manager
Merchants Bank Of Indiana
05.2014 - 12.2014
- Opened a new retail branch
- Processed transactions
- Ordered currency
Education
Bachelor of Science - Business Management
Indiana Wesleyan University
Marion, INSkills
- Responsible
- Problem-solving
- Attention to Detail
- Adaptability
- Planning & Organizing
- Data entry
- Quickly grasp new concepts
- Communication
Interest
- Growing within the company
- Expanding my Excel knowledge
- Being a successful contributor to a team
- Volunteering my time to others in need
Timeline
IRE Asset Management Analyst
Merchants Capital
01.2023 - Current
AVP-Post Closer/Delivery Supervisor & Construction
Merchants Mortgage
04.2022 - 01.2023
Delivery & Construction Specialist
Merchants Mortgage
08.2015 - 04.2022
Loan Specialist
Merchants Bank Of Indiana
12.2014 - 08.2015
Assistant Branch Manager
Merchants Bank Of Indiana
05.2014 - 12.2014
Bachelor of Science - Business Management
Indiana Wesleyan University
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