Laurie Davis
Foley,USA
Summary
Accomplished professional with a proven track record as an Executive Administrative Assistant, adept in process flow design and SharePoint administration. Excels in enhancing customer experience and operational efficiency, demonstrating exceptional problem-solving and team leadership skills. Expertise in compliance and remittance operations, significantly improving system reliability and customer satisfaction. Seasoned professional in executive management known for high productivity and efficient task completion, skilled in strategic planning, financial oversight, and team leadership. Strong communication, problem-solving, and adaptability skills to drive organizational success. Seeking a full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
23
23
years of professional experience
Work History
BOS III, CCO Projects & Process Improvements
Navy Federal Credit Union
09.2020 - 03.2025
- Rendered operational assistance to the business unit.
- Aided in conducting research, assessments, and examinations of processes, products, services.
- Detected potential enhancements to optimize overall customer experience.
- Assisted in quickly addressing customer disputes related to fraudulent activities.
- Aligned with team efforts towards accomplishing set targets.
- Participated actively in teams to boost workplace output.
- Performed systems testing to confirm quality and reliability.
- Addressed customer requests, boosting total satisfaction.
- Devised novel approaches for improved team results.
- Effectively solved problems with high efficiency.
- Detected warning signs for aiding Member Service Reps in identifying suspicious fraudulent activities.
- Enhanced customer satisfaction by implementing effective communication strategies and resolving issues promptly.
VP Staff Assistant III, CCO Member Experience & Training
Navy Federal Credit Union
09.2014 - 09.2020
- Assisted department VP in analyzing departmental activities.
- Ensured availability of necessary materials for VP's scheduled events.
- Played a key role in supporting VP and peers during Executive Development Program rotation, while optimizing travel management strategies.
- Uncovered various strategies to refine budget cycle by establishing proper schedules and approaches for assessing cost centers.
- Arranged and managed event schedules.
- Overseen the completion of travel authorizations.
- Managed incoming calls, documented necessary information.
- Ordered supplies and services, ensuring timely delivery.
- Worked alongside leadership in managing and maintaining various programs.
- Draft and file budget requirements for Annual Financial Planning.
- Fostered a culture of collaboration by working across business lines.
- Executed accurate data input with a strong focus on detail.
- Completed numerous staff development workshops.
- Supported the creation of presentations through Microsoft Office software.
- Managed financial records by performing tasks like invoice processing and monitoring expenses.
- Fostered productive rapport with colleagues and supervisors.
- Facilitated events aimed at boosting employee spirits.
- Organized meeting timetables and readied essential documents for team briefings.
- Actively took part in team discussions, presentations, and unique events.
- Managed itineraries and reservations for employees.
- Arranged and maintained schedules for senior executives.
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Identified opportunities to improve business process flows and productivity.
RESPA Compliance III Lead, Mortgage Post Settlement
Navy Federal Credit Union
03.2013 - 09.2014
- To ensure RESPA (Real Estate Settlement Procedures Act) compliance through careful review of the Loan Origination System(s) and mortgage-related documentation.
- Identified variances and take appropriate corrective action as needed.
- Resolved and submitted any needed documentation to third parties in order to clear variances.
- Conducted highly detailed RESPA reviews based on Post Settlement closing documents.
- Maintained knowledge of federal and state closing requirements, as well as Navy Federal mortgage loan products; remain cognizant of changes in regulations to comply with existing requirements.
- Obtained daily exception reports from RESPA Dashboard and close task as appropriate.
- Coached and/or mentor colleagues within the business unit; provide guidance in the absence of the supervisor.
- Developed and maintained relationships with local real estate agents.
- Produced reports outlining assessments completed and follow-up recommendations.
- Reviewed and evaluated loan applications to ensure compliance with RESPA regulations.
- Prepared and reviewed post settlement closing docs to ensure accuracy and completeness.
- Monitored industry trends related to changes in federal and state laws governing consumer protection under RESPA.
- Assisted in the review of documents related to real estate transactions, such as closing statements, deeds, and mortgages.
Item Processing Manager
Vision Bank
03.2002 - 10.2012
- Managed remittance operations through multiple channels for 16 locations.
- Ensured operational integrity of remittance-related technology infrastructure.
- Tested new and enhanced remittance processing applications.
- Led, developed, and supervised daily activities of professional employees.
- Handled proof of deposit financial inquiries and issues.
- Managed daily workflow to prioritize tasks and maintain productivity, resulting in timely completion of all assignments.
- Reduced processing errors by establishing comprehensive quality control measures and providing thorough staff training.
- Improved operational efficiency through continuous process improvement initiatives, streamlining workflows and reducing redundancies where necessary.
- Coordinated with IT department to troubleshoot technical issues, ensuring minimal disruption to item processing operations.
Education
High School Diploma -
Bullock Creek High School
Midland, MI06-1979
Skills
- Proficient in Word
- Experienced with Adobe Acrobat
- Process Flow Design
- Proficient in Excel
- Experience with CQ5
- Skilled in Adobe Design Software
- Presentation Proficiency
- Qualtrics Survey Design
- SharePoint Administration
- Innovative mindset
- Budgeting and financial planning
- User experience optimization
- Operational excellence
- Mergers and acquisitions
- Teamwork and collaboration
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Organizational skills
- Active listening
Timeline
BOS III, CCO Projects & Process Improvements
Navy Federal Credit Union
09.2020 - 03.2025
VP Staff Assistant III, CCO Member Experience & Training
Navy Federal Credit Union
09.2014 - 09.2020
RESPA Compliance III Lead, Mortgage Post Settlement
Navy Federal Credit Union
03.2013 - 09.2014
Item Processing Manager
Vision Bank
03.2002 - 10.2012
High School Diploma -
Bullock Creek High School
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