Jennifer Davis
Summary
With a proven track record of driving operational excellence and delivering results in the financial services industry, I am committed to leveraging my diverse skill set and experience to excel in financial management roles. With a strong foundation in operational banking, mortgage processing and client services, coupled with excellent communication, facilitation , and prioritization skills, I am well equipped to contribute the growth and success of any organization. I am eager to bring my expertise and passion for financial management to a dynamic team where I can continue to grow, thrive and make a meaningful impact.
Overview
11
11
years of professional experience
Work History
Operations Specialist
Truist Bank
06.2019 - 05.2025
Primarily focused on processing request for commercial lending facilities and funding request for residential loan closings. Review client request, ensuring they adhere to facility agreements, procedures, and investor guidelines. Additionally supporting Mortgage Warehouse Lending Relationship managers by providing a risk management focus on mortgage processing, loan coordination, client services, and operational supporting the growth of these relationships.
- Led initiatives to enhance customer experience through improved response times and service accuracy.
- Boosted customer satisfaction, addressing client concerns in a timely and professional manner.
- Successfully managed multiple projects simultaneously while adhering to deadlines and budget constraints.
Mortgage Processing/Consumer Lending Specialist
SunTrust
01.2014 - 06.2019
Mortgage processing, loan coordination, client services and operational support. Post closing and Closing document distribution.
Education
High School Diploma -
Olympia High School
Orlando, FLSkills
- Operational efficiency
- Planning and coordination
- Cross-functional communication
- Project management
- Loan processing expertise
- Closing coordination experience
- Processing procedures
- Financial document review
- Proficient in Encompass
- Proficient in MS Excel & Powerpoint
- Risk Management
- Problem Solving
Timeline
Operations Specialist
Truist Bank
06.2019 - 05.2025
Mortgage Processing/Consumer Lending Specialist
SunTrust
01.2014 - 06.2019
High School Diploma -
Olympia High School
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