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Mindy Davis
La Verne,CA
Summary
Operations and Financial Administrator with extensive experience in banking, insurance, and office management. Expertise in financial reporting, team leadership, and customer service, contributing to a client retention rate of 96% and successful audits. Proven track record in streamlining operations and enhancing overall business performance.
Overview
45
45
years of professional experience
Work History
Office Manager/Operations &Financial Adminstrator
Brownell Williams & Fix Insurance & Bond Agency
, California
01.1991 - 08.2025
- Directed full-charge bookkeeping, payroll, accounts payable, bank reconciliations, financial statements, quarterly payroll tax reporting, and month-end/year-end closing.
- Oversaw daily operations for independent insurance agency, ensuring smooth functioning for three principals and five employees.
- Developed management reports, facilitated audits, coordinated employee benefits, and trained new hires.
- Executed binding authority for insurance policies and administered surety bonds.
- Provided exceptional customer service and helped maintain approximately 96% client retention.
AVP /Branch Operations Manager
Rancho Bank
01.1985 - 01.1991
- Managed branch operations and supervised 10 employees to ensure efficient service delivery.
- Held bank signing authority to maintain operational compliance and mitigate risk.
- Supported staff development to improve team performance. and resolved customer concerns.
- Evaluated hiring, firing, and promotions requests.
- Conducted performance evaluations, compensations and hiring to maintain appropriate staffing requirements.
Bank Teller / New Accounts Representative
Bank of America
01.1981 - 01.1983
- Opened new accounts and processed financial transactions while balancing cash drawers to ensure accurate financial operations and customer satisfaction.
- Assisted customers in opening and managing accounts.
- Handled cash deposits, withdrawals, and transfers securely.
- Processed customer transactions with accuracy and efficiency.
Education
High School Diploma -
Bonita High School
La Verne, CA06-1981
Skills
- Financial analysis
- Financial reporting
- Payroll management
- Accounts receivable
- Risk management
- Compliance oversight
- Operations management
- Employee training
- Team leadership
- Performance enhancement
- Time management
- Problem solving
- Conflict resolution
- Workplace mediation
- Strategic strategy
Licenses And Credentials
- California Property & Casualty Insurance License
- Former California Real Estate License
- Former California Notary Public
Professional Highlights
- 40+ years of experience in banking, insurance, accounting, and business operations.
- 34 years with Brownell Williams & Fix Insurance & Bond Agency.
- Assistant Vice President (AVP) / Operations Manager supervising a staff of 8 employees.
- Full-charge bookkeeping, payroll, accounts payable, financial statements, bank reconciliations, and payroll tax reporting.
- Insurance binding authority and surety bond administration.
- California Property & Casualty Insurance License.
- Former California Real Estate Licensee and Notary Public.
Timeline
Office Manager/Operations &Financial Adminstrator
Brownell Williams & Fix Insurance & Bond Agency
01.1991 - 08.2025
AVP /Branch Operations Manager
Rancho Bank
01.1985 - 01.1991
Bank Teller / New Accounts Representative
Bank of America
01.1981 - 01.1983
High School Diploma -
Bonita High School