Melissa A. Davis

Work History

Office Administrator

Southwest Montgomery County Chamber of Commerce

08.2023 - 01.2025

Identified targeted businesses throughout Southwest Montgomery County to discuss becoming a member of the Chamber.
Maintained a personal awareness of all commercial and residential development activities throughout Southwest Montgomery County.
Maintained information regarding Membership Benefits and Enrollment for use during face-to-face dialogue.
Visited Chamber Members to express the Chamber’s appreciation for their membership and attend to and resolve any issues they may have with their membership.
Worked with the President and the Membership Committee to develop an attractive “Welcoming Package” for each new member.
Prepared and published the Chamber’s weekly and monthly membership report.
Accurately maintained all membership profiles in the Chamber’s various data streams.
Answered multi-line phone system, routing calls, delivering message to staff and greeting visitors and members.
Maintained electronic and paper filing systems for easy retrieval of information.
Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
Contributed to a positive work environment by fostering strong working relationships among colleagues.
Increased customer satisfaction through professional handling of inquiries and prompt resolution of issues.
Demonstrated exceptional multitasking abilities while juggling diverse responsibilities, including reception duties and ad-hoc administrative tasks.
Reconciled account files and produced monthly reports.
Improved workplace efficiency with the regular maintenance of office equipment and proactive troubleshooting of technical issues.

Lending Assistant

Prosperity Bank

11.2022 - 08.2023

Assisted with approved networking events and customer entertainment.
Generated letters for Banking Center President to support prospecting efforts.
Processed sponsorship support requests for local business for checks through accounts payable.
Processed commercial loan applications for Banking Center President.
Processed consumer loan applications for cars/boats/RV’s, etc., etc.
Managed a diverse portfolio of clients while consistently meeting performance goals related to loan production targets.
Supported the successful closing of loans by preparing accurate and timely loan documentation packages.
Collaborated with loan officers to develop effective marketing strategies, increasing new client acquisition.
Assisted in the preparation of credit proposals for loan committee review, effectively communicating the rationale and merits of each lending opportunity.
Improved customer satisfaction with prompt service, addressing inquiries and resolving issues in a timely manner.
Facilitated smooth communication between internal teams, coordinating efforts to meet deadlines and deliver exceptional results.
Maintained strong relationships with borrowers throughout the entire loan process, providing ongoing support from application to funding stage.
Monitored borrower repayment activity, proactively addressing any delinquencies or potential issues before they escalated into significant problems.
Enhanced efficiency through diligent file maintenance, keeping records organized and easily accessible for audits or reviews.
Set up files using loan officer checklist and submitted on-time for processing.
Answered inquiries and provided superior customer service to clients.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Communicated with customers daily to request information and complete paperwork.
Assembled important paperwork and disclosures for borrower.
Processed loan applications and monitored progress from start to finish.
Evaluated loan requests and documents to verify accuracy and completeness.
Developed and maintained relationships with customers, lenders and other third parties.

Lending Assistant

Frost Bank

12.2020 - 11.2022

Support of two Relationship Managers by processing loan applications
Processed requests for Commercial real estate loans
Gather and sort financial information from loan customers
Function as the liaison between the Relationship Manager and Banking Center customers
Processed commercial loan applications for Banking Center President
Processed consumer loan applications for cars/boats/RV’s, etc., etc
Assist with meeting planning and calendars for Relationship Managers
Processed consumer payments and NSF payments
Supported the successful closing of loans by preparing accurate and timely loan documentation packages.
Collaborated with loan officers to develop effective marketing strategies, increasing new client acquisition.
Assisted in the preparation of credit proposals for loan committee review, effectively communicating the rationale and merits of each lending opportunity.
Assisted commercial lenders in underwriting complex loans, conducting thorough analysis of financial statements and collateral valuations.
Improved customer satisfaction with prompt service, addressing inquiries and resolving issues in a timely manner.
Facilitated smooth communication between internal teams, coordinating efforts to meet deadlines and deliver exceptional results.
Provided training and guidance to junior team members, fostering a positive work environment that encouraged professional development.
Set up files using loan officer checklist and submitted on-time for processing.
Answered inquiries and provided superior customer service to clients.
Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
Communicated with customers daily to request information and complete paperwork.
Assembled important paperwork and disclosures for borrower.
Assisted in resolving customer complaints, following procedures to find mutually beneficial solutions.
Liaised with clients to guide through loan closing process and skillfully handle any concerns.
Processed loan applications and monitored progress from start to finish.
Evaluated loan requests and documents to verify accuracy and completeness.
Developed and maintained relationships with customers, lenders and other third parties.

Business Associate

Wells Fargo Bank

12.2013 - 12.2020

Support assistant for 28 Business Development Officers across the country
Build collaborative relationships internally and externally
Actively participate in partner meetings and communicate messages in a timely manner
Coordinate and prepare regional meetings, i.e
Travel arrangements, event planning
Assist with onboarding new team members
Helped with approved networking events and customer entertainment through ticket management system
Assist with top-of-the-house projects as needed
Engaged with customers to build business relationships.
Coordinated events and conferences that showcased the company''s expertise, strengthening its reputation within the industry.
Facilitated seamless communication between internal teams as well as external partners to ensure alignment on objectives.
Reviewed invoices, payment requests, and expense reimbursements prior to approval.
Researched, analyzed, and projected market data for potential markets.
Provided exceptional customer service, leading to high levels of satisfaction and repeat business opportunities.
Assisted in preparation of proposals and presentations for prospective clients, contributing to increase in new business opportunities.

Summary

Overview

Work History

Office Administrator

Lending Assistant

Lending Assistant

Business Associate

Education

High School -

Skills

Timeline

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