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, outcomes, employer ROI, retention & other KPIs. Listen, evaluate & provide feedback of teams calls to ensure quality of consultations & content is being achieved by each and use of Motivational Interviewing techniques. Ensure the administration of company policies & procedures, SLAs & compliance are upheld by team. Successfully assist in building & achieving company revenue goals. Administer employee feedback, recognition & development via weekly team meetings, monthly 1-on-1s & annual performance reviews. Review of monthly attendance & payroll processing for team. Execute progressive discipline as necessary per MSA policy. Deliver quality financial consultations to all members. Successful Achievements:• 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. • Participate in various new business pilot programs and lead various projects successfully. • Champion and successfully lead team through various change management opportunities including recent successful transition to fully remote work March of 2020.• Co-leader and key contributor of the Company’s newly developed Diversity and Inclusion Committee.• Maintain and sustain top performance as a Coach setting example for team and 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. Listen to member's needs & provide guidance & advice which is tailored to his/her unique financial circumstances. Demonstrate excellent verbal & written communication skills. Exhibit strong listening, rapport building & problem-solving skills. Deliver exceptional customer care. Successfully keep members actively engaged (retained) in MSA program so their financial goals are achieved. Successful Achievements:- Promoted to Manager in 18 months- Achieved growth to 155 members (ranked 2nd in Department). Including VIP members- Specialist in Credit, Real Estate and Mortgage education/guidance- Recipient of multiple member testimonials regarding positive coaching, support and success.- Selected to participate in several pilot projects to improve products and services for the business

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 formal credit improvement plan. Manage clients successfully through CRM system for follow up, guidance and support throughout process to successful completion. Demonstrate excellent verbal and written communication skills. Exhibit strong listening, rapport building and problem-solving skills. Deliver excellent customer care. Work with Credit Manager to ensure clients credit profiles are moving along effectively and efficiently. Conduct workshops presentations for credit education and as a way of lead generation primarily through Mortgage & Real Estate professionals. Attend networking events such as Chamber Mixers, Sales meetings, etc. to build referrals.Successful Achievements:• 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 compliance with accreditation (ACICS), Dept. of Education & academic related criteria (Academic progression, SAP) & regulations (FERPA). Leadership of (12) cross-departmental staff comprised of (5) F/T staff & (7) P/T in Admissions, Financial Aid, Teaching & Student Services. Increase & foster community awareness, partnerships & relationships through grass-roots marketing & networking efforts to grow campus enrollment. Management of campus facilities, space & logistics, vendor procurement & payments. Provide quality & excellence to all students on campus to meet graduation requirement successfully. Coach, provide feedback, recognition & development via weekly team meetings, monthly 1-on-1s & annual performance reviews to all staff.Successful Achievements:• 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 & relationships through grass roots marketing efforts via various events & seminars in-center & on-campus with local colleges. Management of both Center’s facilities, space & logistics, vendor procurement and payments. Recruitment, training & retention of quality staff, teachers & proctors for all product silos. Leadership of (60) cross-departmental staff comprised (10) F/T staff & (50) P/T staff. Administer coaching, development & performance evaluations weekly/monthly/annually. Execute progressive discipline as necessary per KTP policy. Successful Achievements:• 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.▪ Build customer loyalty by providing outstanding customer satisfaction to all clients keeping at the forefront of every transaction their needs and best interests.

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 & logistics, vendor procurement. Leadership of (35) F/T cross-departmental staff in Admissions, Financial Aid, Academic Counseling & Student Services. Recruit, interview, hire, train, coach & mentor top level personnel. Administer staff performance evaluations weekly/monthly/annually. Continuous coaching, counseling & development of staff, faculty & students regarding performance. Execute progressive discipline as necessary per UOP policy. Successful Achievements:- Increased total enrollment 150% - (1,000 to 1,500+ students)- Achieved largest total enrollment in NorCal/Oregon Territory 3 years in a row. 3rd in Western Region- Top-5 nationwide 4-years in a row - Room Rental profitability. Exceeded goals by 10%-15% annually- Mentor for campus Leadership Development Program (LDP) (2006, 2007 & 2008)- “Project Create” member - NorCal/Oregon Territory major merger- Multiple cross-departmental Standard Operating Procedures implementation- John Sperling Club Quarterly Award Winner – (5) time achievement- Center of the Year Award - (2) time achievement

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. Increase & foster community involvement, support & relationships via various events i.e. job fairs, vendor fairs, support of student businesses, volunteerism & local organization. Continuous coaching, counseling & development of staff, faculty and students regarding performance. In charge of ADA compliance, facilities management, space & logistics, vendor procurement & payments. Successful Achievements:- Promoted to Director of Center Operations of Main Campus- Increased total enrollment 171% - From 350 students to over 600 students thus increasing revenues- Increased customer loyalty - Implementation of Quarterly Student Representative Council- Consistently exceed other income goals by 125% annually thus increasing profitability- John Sperling Club Quarterly Award Winner – (2) time achievement- Financial Aid Intake pilot project

Natomas, Ca

Rancho Cordova, Ca

Fair Oaks, Ca

Masters, Management - Organizational Leadership

Bachelors, Business Management