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, IN05.2016
Bachelor of Science - Psychology
Indiana State University
Terre Haute, IN05.2016
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
Websites
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
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