Donovan Davis Email & Phone Number

Chicago, Illinois

Greater Chicago Area

• Create and maintain budgets for multiple clients in order to ensure accurate billing in a timely manner
• Gather financial information and make revenue forecasts to track profitability for Account Teams across the firm
• Produce requests for proposals as part of pitches to attract new business and grow the company
• Complete ad hoc projects for management upon request

Springfield, Illinois

• Maintain company standards by keeping a quality score above 97.5% accuracy while operating at over 100% production
• Review mortgage loans making sure the securities are acceptable as possible investments for the firm
• Interpreting policies with loan commitment issues to ensure compliance with federal regulations
• Ensure loan package complies with Wells Fargo lending guidelines
• Resolve loan package issues and process documents in a timely manner to keep up with production goals

Springfield, Illinois Area

• Performed credit analysis of companies and produced written reports with investment decisions for a $5 billion portfolio
• Analyzed current investments in portfolio to ensure positions were meeting benchmarks and still suitable per the goals of the fund
• Presented in front of the Chief Investment Officer as well as a credit sub-committee every two weeks with recommendations on investment allocation
• Completed financial research via Bloomberg and updated relevant excel spreadsheets

Bs, Corporate Finance

Master'S Degree, Finance