Todd Davis
Newark
Summary
Accomplished individual, dependable in building customer base and exceeding business goals. Well-versed in the business process and strategies. Pursues opportunities to build connections, increase revenue and cement loyalty.
Overview
17
17
years of professional experience
Work History
Finance Support - Expense Department
Tailored Management - Morgan Stanley
10.2023 - 12.2023
- Reviewed and approved travel and expense reports for field partners for a large fortune 500 company.
- Worked closely with field partners to ensure travel and expense activity has been appropriately reviewed and approved to policy.
- Interacted with the field and the Expense Team to resolve issues encountered during the expense review and approval process.
- Applied critical thinking and decision making when reviewing expense reports to assure the reports aligned with both company policy and firm procedure.
SENOIR MORTGAGE LOAN ORIGINATOR
First Ohio Home Finance
09.2020 - 10.2023
- Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs
- Explained different types of loans pertaining to client situations
- Worked with underwriters to fix application problems and resolve issues
- Prepared documents for customers, submitting and overseeing through each step of closing process
- Collaborated with realtors, builders and accountants to attract clients and enhance beneficial partnerships.
SENOIR MORTGAGE OFFICER
Partners United Financial
05.2019 - 09.2020
SENOIR MORTGAGE LOAN OFFICER
First Guaranty Mortgage Corporation
09.2017 - 05.2019
Machinery Inventory and Repair Co-Ordinator
Industrial Machinery Corp.
04.2014 - 09.2017
- Oversaw day-to-day inventory and repair of machinery in accordance with business sales and objectives
- Performed pre-delivery inspection and maintenance of CNC and other machinery prior to installation.
- Developed systems and procedures to improve operational quality and team efficiency
- In charge of website inventory of machinery along with internet website design to display machinery.
- Negotiated with vendors, suppliers and other stakeholders to acquire additional inventory when needed.
DIRECTOR OF OPERATIONS
Advsanced Facilities Maintenance
06.2011 - 07.2014
- Managed facilities maintenance for several retail chains all across the US & Canada
- In charge of hiring and building a staff of over 60 employees to meet the client's needs
- Negotiated with vendors, suppliers and other stakeholders to acquire mutually beneficial contracts and agreement
- Quarterly meeting with clients to make sure we were meeting or exceeding their SLA's
- Saved our clients on average of 20% on their annual facilities maintenance budget.
ACCOUNT MANAGER
Facility Source
04.2007 - 04.2011
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms
- Educated clients on new products or services to increase customer engagement with brand
- Facilitated client satisfaction and renewed customer relations to drive growth.
Education
BBA - Economics & International Business
Ohio University
Athens, OH06.1994
Skills
- Critical Thinking and Decision Making
- Strategic Risk Management
- Regulatory Compliance
- Fraud Prevention and Detection
- Problem-Solving
- Key Account Generation and Retention
- Long Term Relationship Building
- Financial Advisement
Timeline
Finance Support - Expense Department
Tailored Management - Morgan Stanley
10.2023 - 12.2023
SENOIR MORTGAGE LOAN ORIGINATOR
First Ohio Home Finance
09.2020 - 10.2023
SENOIR MORTGAGE OFFICER
Partners United Financial
05.2019 - 09.2020
SENOIR MORTGAGE LOAN OFFICER
First Guaranty Mortgage Corporation
09.2017 - 05.2019
Machinery Inventory and Repair Co-Ordinator
Industrial Machinery Corp.
04.2014 - 09.2017
DIRECTOR OF OPERATIONS
Advsanced Facilities Maintenance
06.2011 - 07.2014
ACCOUNT MANAGER
Facility Source
04.2007 - 04.2011
BBA - Economics & International Business
Ohio University
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