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