Katie Davis
Milwaukee,WI
Summary
Results-oriented professional with a B.S. in Business Administration and a solid track record in financial operations. Successfully streamlined billing processes, improving accuracy and efficiency while delivering financial insights that support business strategies and enhance operational performance.
Overview
16
16
years of professional experience
Work History
Customer Service Representative
The Equitable Bank
Milwaukee, USA
03.2026 - Current
- Delivered exceptional customer service by building relationships, engaging in sales conversations, identifying financial needs, and connecting customers with suitable solutions.
- Process deposits, withdrawals, payments and other transactions accurately while providing an exceptional customer experience.
- Identify referral opportunities that support customers' financial goals and contribute to branch growth objectives.
- Develop and maintain knowledge of bank products and services to confidently explain features and benefits.
- Collaborated with customer service, accounting, loan servicing, and other departments to enhance service delivery and customer satisfaction.
Retail Associate
Hobby Lobby
Milwaukee, USA
10.2025 - 03.2026
- Delivered exceptional customer service, processed sales transactions, maintained store appearance, and assisted with inventory while greeting customers, answering questions, and restocking shelves.
- Collaborated with department supervisors and team members to effectively meet and exceed store goals.
- Developed in-depth knowledge of products across departments such as art, crafts, and floral.
- Assisted with store inventory, counts and new orders.
- Boosted team morale by fostering a positive environment and offering support during peak hours.
Billing Financial Analyst
FIS
Milwaukee, USA
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.
- 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.
- Verified monthly billing data for accurate loading and accounting in the billing system, ensuring timely invoicing.
- 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 with implementation teams to resolve discrepancies in monthly transactions, ensuring accurate billing.
- Collaborated with implementation teams to integrate billing for new services.
- Implemented process improvements in billing platforms, enhancing efficiency and reducing errors in the billing process.
- Ability to read detailed client contracts to gather billing information and understand SLA credit.
CRA Mortgage Loan Originator
U.S. Bank Home Mortgage
Milwaukee, USA
10.2016 - 09.2017
- CRA mortgage loans originated 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 through detailed review of income, assets, debt, credit reports, and property characteristics, enabling informed recommendations 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.
- Coordinated front-line communication with customers, brokers, and realtors to ensure timely submission of necessary documents for underwriting and closing, enhancing efficiency in the loan approval process.
- Cultivated relationships with colleagues, realtors, and third parties in business development efforts, expanding client base and enhancing professional network.
Certified Homeownership Counselor
Housing Resources Inc.
Milwaukee, USA
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 received tailored guidance to achieve homeownership goals.
- Analyzed clients’ financial and credit information to identify the barrier for mortgage pre-approval.
- Managed and calculated grant applications for down payment and closing cost assistance, ensuring clients received necessary support.
- Achieved over $2.6 million in loan closings for 2016 and YTD of over $1.6 million, demonstrating consistent performance in meeting financial targets.
- Facilitated Intake appointments by gathering financial documents and credit history from clients, addressing inquiries about organization and available programs.
Education
Bachelor of Science (B.S.) - Business Administration
Cardinal Stritch University
Milwaukee, WIAssociate of Science (A.S.) - Business
Bryant and Stratton College
Milwaukee, WISkills
- Financial analysis
- Data analysis
- Data management
- Process optimization
- Cross-functional teamwork
- Regulatory compliance
- Budgeting & Forecasting
- Business development
Timeline
Customer Service Representative
The Equitable Bank
03.2026 - Current
Retail Associate
Hobby Lobby
10.2025 - 03.2026
Billing 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
Bachelor of Science (B.S.) - Business Administration
Cardinal Stritch University
Associate of Science (A.S.) - Business
Bryant and Stratton College