Summary
Overview
Work History
Education
Skills
Websites
Timeline
Additional Relevant Experience
Generic

Katie Davis

Milwaukee,WI

Summary

Professional with strong background in mortgage loan processing, adept at ensuring smooth and accurate closings. Known for strong focus on team collaboration, consistent reliability, and adaptability to changing needs. Expertise in document preparation, compliance, and customer communication, with keen eye for detail and results-driven approach. Ready to bring high standards and deliver impactful results.

Overview

14
14
years of professional experience

Work History

Billing - Contract Financial Analyst

FIS
09.2017 - 02.2025
  • Managed the invoicing process to ensure all contractually sold and implemented products and services were billed accurately and on time, serving as a quality control liaison by coordinating, routing, and reporting notifications across all FIS billing systems.
  • Streamlined the tracking and documentation of all products and services sold, ensuring accurate data entry into billing systems and tracking databases, resulting in improved billing accuracy and efficiency.
  • Collaborated cross-functionally with implementation teams to monitor and resolve discrepancies in monthly transactions, ensuring consistent and accurate billing.
  • Managed and verified monthly billing data, ensuring all information was accurately loaded and accounted for in the billing system, contributing to timely and precise invoicing.
  • Worked closely with implementation teams to ensure seamless billing integration as new services were added or implemented, supporting smooth operational transitions.
  • Validated rate changes and ensured their accurate reflection in the billing system, reviewing the first two monthly invoice cycles to guarantee accuracy and prevent errors.
  • Identified and implemented process improvements within existing billing platforms, driving efficiency and reducing errors across the billing process.

CRA Mortgage Loan Originator

U.S. Bank Home Mortgage
10.2016 - 09.2017
  • Originated CRA Mortgage Loans by leveraging expertise in residential lending and underwriting requirements for FNMA, FHLMC, FHA, VA, and local bonding programs, ensuring exceptional customer service while maintaining compliance with federal and state regulations and upholding professional ethics.
  • Assessed applicants' financial circumstances by thoroughly reviewing income, assets, debt, credit reports, and property characteristics, ensuring a comprehensive evaluation for suitable loan options.
  • Advised applicants on the risks and benefits of various loan alternatives, providing recommendations tailored to their financial needs and guiding them toward the most appropriate product.
  • Managed front-line communication with customers, brokers, and realtors, ensuring the timely submission of necessary documents for underwriting, processing, and closing, contributing to a streamlined loan approval process.
  • Actively participated in business development efforts, cultivating relationships with colleagues, realtors, and third parties to expand the client base and foster professional growth.

Certified Homeownership Counselor

Housing Resources Inc.
01.2011 - 10.2016
  • Provided certified homeownership counseling by working closely with clients to identify credit challenges, assess debt levels, develop budget plans, and navigate underwriting guidelines for mortgage lending, ensuring clients receive tailored guidance to achieve homeownership goals.
  • Met with clients to obtain financial documents, credit history for Intake appointments, answer questions about the organization and other programs available.
  • Analyzed clients’ financial and credit information to identify the barrier for mortgage pre-approval.
  • Administered and calculated grant applications for down payment and closing cost assistance.
  • Proven record of meeting targets and closing reflecting over $2.6 million in loan closing for 2016 and YTD of over $1.6 million.

Education

Bachelor of Science (B.S.) - Business Administration

Cardinal Stritch University
Milwaukee, WI

Associate of Science (A.S.) - Business

Bryant and Stratton College
Milwaukee, WI

Skills

  • Mortgage Lending & Underwriting Credit analysis Data Management & Processing SAP GUI, Oracle Fusion & Database Systems Cross-Functional Collaboration Regulatory Compliance & Risk Mitigation Budgeting & Forecasting

Websites

Timeline

Billing - Contract Financial Analyst

FIS
09.2017 - 02.2025

CRA Mortgage Loan Originator

U.S. Bank Home Mortgage
10.2016 - 09.2017

Certified Homeownership Counselor

Housing Resources Inc.
01.2011 - 10.2016

Associate of Science (A.S.) - Business

Bryant and Stratton College

Bachelor of Science (B.S.) - Business Administration

Cardinal Stritch University

Additional Relevant Experience

  • Neighborhood Assistance Corp. of America, Milwaukee, WI
  • Mortgage Consultant
  • Played a critical organizational role as local office Mortgage Consultant fully responsible for providing comprehensive service to potential homebuyers from the initial intake to mortgage closing, including mortgage qualification, property search, mortgage processing and closing.
  • Assisted clients in overcoming credit and budget challenges by analyzing financial circumstances and providing tailored solutions to improve mortgage eligibility.
  • Assessed applicants' financial profiles to determine maximum purchase price, ensuring informed decision-making and alignment with lending guidelines.
  • Prepared and processed Uniform Residential Loan Applications, facilitating a seamless mortgage approval process and ensuring compliance with lending regulations.
  • Assurant Health, Milwaukee, WI
  • Medical Underwriter Technician II
  • Reviewed and processed new and renewal health insurance applications, policy changes, and underwriting decisions in compliance with state mandates, ensuring accuracy, risk assessment, and adherence to regulatory requirements.
  • Processed new and renewal health insurance applications in compliance with State Mandates.
  • Reviewed and processed policy changes.
  • Created and restructured online intranet workflow procedures to reduce volume errors.

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