Lee A. Davis Email & Phone Number

Roseville, CA

• Leadership & development of a team of Financial Professionals with varied expertise, backgrounds & experience. Interview, hire, train and develop Coaches. Develop & assist team to achieve increased membership.
• Developed & created current manager role, responsibilities, team goals, call review evaluations, etc.
• Improved team communication & collaboration for improvement of culture across the department.
• Increased team’s Net Promoter Score averages by 13%. From 73% to 85%+ and maintained monthly
• Key participant and presenter at VIP Summits for Executive Leadership team to obtain new business.
• Developed various coaching modules and coach trainings and presented to the department.

Roseville, CA

Coach, counsel & assist to improve members overall personal financial wellness and reduce their financial stress. Deliver quality consultations to members via Employee Assistance Program (EAP) and Employer Groups in a variety of topics such as credit, spending/budgeting, savings, debt management, financial hardship assistance, mortgages and Real Estate..

Sacramento, California Area

• Coach, counsel and assist to improve and restore client’s personal credit health. Complete initial free consultation with clients regarding Fair Credit Reporting Act violations, debt settlement negotiations Institute a.
• Built from scratch my own sustainable referral network and book of business.
• Increased lead referral partnerships by 200% year over year
• Increased gross company revenues by 35% year over year
• Increased new lead generation by 65% year over year. Conduct workshops presentations, attend networking events such as Chamber Mixers, Sales meetings, etc.
• Recipient of multiple testimonials from clients regarding positive coaching, guidance, and results

Woodland, CA

• Leadership, management & oversight of daily campus operations, growth & profitability. Campus of 100-150 students (Medical Assisting & Medical Office Reception Diploma programs). Responsible for adherence to campus.
• Achieved passing of Campus 1st WASC Accreditation approval
• Achieved 95% diploma retention rate
• 1st core completing groups to externship in 3 ½ weeks’ time
• Successfully graduated 1st group of 52 students & achieved 75% job placement rate for 1st Cohort

Davis & Sacramento, CA

• Leadership, management & oversight of (2) center’s daily operations & sales (Net B.O.B.) ensuring goals & fiscal budgets of $2 million & $1.5 million are achieved respectively. Increase & foster community partnerships.
• Successfully merged of two previously competing profit center locations. New model for the Territory.
• KPIs: Increased Customer Service scores by 15%, Staff Services scores by 17%, Recommendation Rate by 13% & Teacher Excellence scores 9% collectively.
• Improved & increased staff communication & collaboration as “one team” sharing resources & success.
• Implemented operational policies & procedures for more efficiency & effectiveness in daily operations

Citrus Heights, CA

• Successfully initiate new leads & process mortgage loan applications for purchases & refinancing through conventional, FHA, VA & alternative credit (sub-prime) lenders.
• Experience with purchase loans, rate reduction & cash-out refinancing loans.
• Obtain credit applications & appropriate loan information in order to advise clients in their ability to qualify for home loans.
• Determine which loan products & lenders are best match for client’s specific needs.
• Ensure quality loans are originated.
• Establish & maintain quality loyal relationships with lenders, title companies, Realtors, & appraisers.

Fair Oaks, CA

Sacramento, California Area

Leadership, management & oversight of daily operations & profitability ensuring achievement of fiscal budget of over $21 million. Increase & foster community involvement, support & relationships via various events i.e. job & vendor fairs, support of student businesses, volunteerism & local organizations. Manage ADA compliance, facilities management, space.

Rancho Cordova, CA

Lead center daily operations & profitability ensuring achievement of fiscal budget of over $3.5 million dollars. Lead (12) F/T cross-departmental staff in Admissions, Financial Aid, Academic Counseling & Student Services. Interview, hire, train, coach & mentor top level personnel. Administer staff performance matrix evaluations weekly/monthly/annually..

Natomas, CA

Rancho Cordova, CA

Fair Oaks, CA

Masters, Management - Organizational Leadership

Bachelors, Business Management