Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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KISHA DAVIS

Financial Consultant
Denton,TX

Summary

Savvy Financial Specialist helping clients identify and achieve financial goals through comprehensive array of products and services to develop sound, long-term financial strategy. Highly competent at delivering prudent financial management and implementing innovative accounting standards that impact business. Committed to building financial portfolio through demonstration of uncompromising integrity and communication of complex metrics.

Overview

10
10
years of professional experience

Work History

Financial Specialist Lead

American National Bank
McKinney, TX
10.2021 - 04.2022
  • Executed financial assurance audits and implemented new control points and metrics to support business changes.
  • Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
  • Maintained scheduling for main branch to keep shifts appropriately staffed.
  • Assisted with interviews and hiring of talented individuals with top-level strengths, improving organizational talent and skill set.
  • Managed staff of 12
  • Increased branch sells, and new accounts by 18%

GROUND SERVICE CLERK

CITY
Memphis, TN
01.2021 - 09.2021
  • Conduct property audits, to determine if homes, businesses or land are in violation
  • Certify invoices to ensure that properties are within regulations
  • Wrote service orders, assigned numbers and tracked paperwork.
  • Provided quality clerical support through data entry, document management, email correspondence and overseeing operation of office equipment.
  • Managed over 60 files per day
  • Identified issues, analyzed information and provided solutions to problems
  • Used critical thinking to break down problems, evaluate solutions and make decisions
  • Exceeded goals through effective task prioritization and great work ethic
  • Carried out day-to-day duties accurately and efficiently

Financial Services Consultant

Regions Bank
Memphis, TN
09.2016 - 02.2021
  • Conducted monthly surprise audits
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Verified documents for automobile and mortgage loan approvals, met with customers and accessed their financial needs to offer products and service that would be of fulfillment, conducted team meetings to address daily branch goals and evaluated employee performance for upper management review
  • Later promoted to branch Lead & Digital banker
  • Targeted accounts at senior and executive levels and secured funding for future initiatives.
  • Maintained employee of month 5 consecutive months
  • Managed 60-80 calls per day in contact/call center setting

PROPERTY TAX AUDITOR

Shelby County Government
Memphis, TN
01.2011 - 01.2015
  • Assessed security data, checking compliance regulations, identifying fraudulent documents
  • Generated weekly reports outlining discrepancies & updating account statuses of properties.
  • Handled 20-45 files per day.
  • Communicated and resolved technical and controversial tax matters with professional judgment.
  • Processed and adjusted tax forms by entering data into computer system and comparing with tax assessment data and data from previous year.

Education

No Degree - Criminal Justice

LeMoyne-College
Memphis
05.2009

No Degree - Biology/ Criminal Justice, Justice

Rust College
Holly Springs, MS
05.2003

Skills

  • Attention to Detail
  • Client Interviews
  • Account Performance Reviews
  • Financial Plan Development
  • Critical Thinking
  • Salesforce
  • Cash Management Strategies
  • Financial Goal Planning
  • Microsoft Excel
  • Influential and Persuasive
  • Customer Complaint Resolution
  • Honest and Ethical
  • Certified Financial Planner

Affiliations

  • Freemason

Timeline

Financial Specialist Lead

American National Bank
10.2021 - 04.2022

GROUND SERVICE CLERK

CITY
01.2021 - 09.2021

Financial Services Consultant

Regions Bank
09.2016 - 02.2021

PROPERTY TAX AUDITOR

Shelby County Government
01.2011 - 01.2015

No Degree - Criminal Justice

LeMoyne-College

No Degree - Biology/ Criminal Justice, Justice

Rust College
KISHA DAVISFinancial Consultant