Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Shan Davidson

Lawrenceville,GA

Summary

Results-driven Business Leader with over a decade of expertise in business consulting, business development, finance, and sales. Adept at surpassing revenue targets with an outstanding 156% average increase in sales each quarter. Proven track record of delivering exceptional customer service and establishing enduring client partnerships. Recognized as a strategic negotiator and relationship builder, consistently contributing to cross-functional teams and implementing innovative solutions to address business challenges. My leadership philosophy centers on fostering a collaborative and empowering work culture. Eager to leverage my skills to drive business success and contribute to teams achieving excellence.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Small Business Consultant/Small Business Banker

Bank of America
02.2020 - Current
  • Consistently exceeded quarterly credit goals, closing over $800k in credit lending, surpassing the goal of $430k, showcasing strong sales, financial analysis skills, and risk management
  • Cultivated relationships with 1,300+ business owners from six financial centers, resulting in at least ten quality referrals each quarter, boosting cross-selling and customer satisfaction
  • Utilized financial expertise to advise clients on credit memorandums, financial statements, tax returns, and cash flow analysis, minimizing loss to the bank
  • Discussed financial and business adversities with entrepreneurs, demonstrating empathy, emotional intelligence, and the ability to provide support during difficult times.

Business Consultant

She Consults Enterprises
01.2018 - Current
  • Guided small businesses to a 40% revenue boost through targeted strategies, research, and competitor analysis
  • Authored a book on building businesses, guiding small enterprises to consistent six-figure success
  • Transformed three small businesses, developing models for sustainable six-figure annual revenues
  • Shared business insights through books, courses, and videos, contributing to the broader business community.

Licensed Relationship Banker & Small Business Specialist

Chase
01.2017 - 03.2020
  • Consistently ranked top three Relationship Bankers in the market, exceeding monthly goals and promoting products/services to business and personal clients
  • Strengthen clients’ relationships by cold calling 50-75 clients weekly, demonstrating strong communication and sales skills
  • Worked with start-ups and established businesses to develop effective strategies for increasing capital and cash flow
  • Collaborated with cross-functional teams to acquire 100% of customers' business, achieving monthly sales goals
  • Educated tellers on identifying product opportunities, generating referrals, and increasing product sales, showcasing leadership and training skills
  • Worked with Mortgage Bankers to refer an average of three mortgages per month.

Loan Origination Specialist

Avant
06.2016 - 01.2017
  • Processed and closed 50+ loan applications daily, ensuring a smooth and efficient loan closing process
  • Analyzed customer financial information, preventing fraud and ensuring accurate loan applications
  • Provided exceptional customer service by promptly responding to 50+ daily customer inquiries via email or phone, ensuring error-free and professional communication
  • Resolved customer issues and corrected technical problems to ensure accurate and timely loan processing, resulting in high customer satisfaction.

Academic Advocate & Resident Assistant

Indiana State University
04.2013 - 06.2016
  • Two-time Academic Peer Advocate (APA) of the Year, managing and mentoring 175 students
  • Led workshops to enhance academic achievement and retention, demonstrating leadership
  • Streamlined onboarding by hiring, interviewing, evaluating, and training new Resident Assistants and APAs
  • Demonstrated problem-solving skills by identifying and addressing student issues and requests in a timely and appropriate manner, fostering a positive and supportive environment for students.

Financial Advisor Intern

Northwestern Mutual
06.2015 - 05.2016
  • Cold called 60-80 prospects daily, resulting in eight booked weekly meetings
  • Managed multiple clients and projects simultaneously, meeting daily deadlines set by management, and showcasing strong time-management skills
  • Proposed financial advice and well-diversified portfolios tailored to each client’s needs and goals
  • Helped clients access and achieve their current and future financial goals, making adjustments as necessary, and showing a client-focused mindset.

Sales Representative

Indiana Pacers
12.2014 - 05.2015
  • Sold 397 tickets, achieving top performer status in class
  • Collaborated to drive large sales, analyzing data and developing strategic plans
  • Provided exceptional customer service by responding promptly and professionally to online and telephone inquiries
  • Customized sales approaches to individual client needs, increasing customer engagement.

Secretary and Event Planner

United Campus Ministries
07.2011 - 08.2013
  • Increased member enrollment by 60% by creating marketing content such as blogs, promotional materials, and advertisements across four social media accounts
  • Provided exceptional administrative support to 300 employees by managing mail delivery and pick-up, copies, faxes, and maintaining department files
  • Created and presented monthly plans to Board Members using Adobe Creative Cloud, PowerPoints and Prezi, ensuring effective communication and buy-in
  • Resolved client issues professionally and promptly in person, by phone, and via email, maintaining high client satisfaction rates
  • Planned and executed successful events by coordinating all logistics, including site selection, scheduling, marketing, reservations, materials, and event management, resulting in excellent training outcomes
  • Negotiated agreements, managed budgets, and executed successful events, reducing costs by 30%.

Education

Bachelor of Science - Sales And Marketing Education

Indiana State University
Terre Haute, IN
05.2016

Bachelor of Science - Psychology

Indiana State University
Terre Haute, IN
05.2016

Skills

  • Analytical Thinking
  • Business Development
  • Customer Relationship Management
  • Digital Literacy
  • Financial Analysis
  • Marketing Research
  • Negotiation Expertise
  • Project Management
  • Risk Management
  • Sales Strategy
  • Talent Management
  • Communication Skills

Certification

  • Series 6 License - Investment Company Products & Variable Contracts
  • Series 63 License: Uniform Securities Agent State Law
  • Notary Public
  • Microsoft: DAT205x: Introduction to Data Analysis using Excel
  • Life, Health, Accidental, and Variable Contracts Insurance License
  • AMA Collegiate Marketing Research Certificate

Timeline

Small Business Consultant/Small Business Banker

Bank of America
02.2020 - Current

Business Consultant

She Consults Enterprises
01.2018 - Current

Licensed Relationship Banker & Small Business Specialist

Chase
01.2017 - 03.2020

Loan Origination Specialist

Avant
06.2016 - 01.2017

Financial Advisor Intern

Northwestern Mutual
06.2015 - 05.2016

Sales Representative

Indiana Pacers
12.2014 - 05.2015

Academic Advocate & Resident Assistant

Indiana State University
04.2013 - 06.2016

Secretary and Event Planner

United Campus Ministries
07.2011 - 08.2013

Bachelor of Science - Sales And Marketing Education

Indiana State University

Bachelor of Science - Psychology

Indiana State University
  • Series 6 License - Investment Company Products & Variable Contracts
  • Series 63 License: Uniform Securities Agent State Law
  • Notary Public
  • Microsoft: DAT205x: Introduction to Data Analysis using Excel
  • Life, Health, Accidental, and Variable Contracts Insurance License
  • AMA Collegiate Marketing Research Certificate
Shan Davidson