Stephanie Davis Email and Phone Number
At California Bank of Commerce, we've transformed the commercial lending process, leveraging Salesforce and nCino to enhance operational efficiency and customer service. My team's dedication to process improvement has been instrumental in customizing systems to align with diverse departmental needs, resulting in streamlined workflows.Our efforts have enabled the development of complex reports, aiding in strategic, data-driven decisions. As the VP Senior Salesforce Administrator, I am committed to fostering a culture of continual learning and user empowerment, ensuring financial data integrity and supporting the organization's mission to deliver exceptional service.
West Monroe
View- Website:
- insightglobal.net
- Employees:
- 8095
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Senior Ncino Implementation SpecialistWest MonroeRocklin, Ca, Us
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Salesforce AdministratorInsight Global Nov 2024 - PresentRemote -
Vp Senior Salesforce AdministratorCalifornia Bank Of Commerce Oct 2022 - Nov 2024Sacramento, California, United States -
Avp Salesforce AdministratorCalifornia Bank Of Commerce Jan 2020 - Nov 2024Sacramento, CaliforniaIn my role as AVP Salesforce Administrator at California Bank of Commerce, I led the customization of Salesforce and nCino to align with business processes across various departments. I collaborated with internal teams to identify and implement process improvements, streamlining workflows and business processes. Additionally, I developed and implemented complex reports to support data-driven decision-making. -
Senior Commercial Lending System AdministratorSafe Credit Union Oct 2018 - Jan 2020Folsom, CaConducted analysis to address process issues which led to a smoother credit approval process.Resolved conflicts and negotiated agreements between parties in order to reach win-win solutions to disagreements and clarify misunderstandingsEnsured accurate data was presented for weekly pipeline and various other meetingsSupported Commercial Lending in operational improvements and resolution of regulatory problems to deliver topnotch customer service. -
Online Sales SpecialistSafe Credit Union Dec 2012 - Jan 2020• Processed loans using Credisphere, Encompass, and Meridian Link• Equity loans, Vehicle loans, Personal loans, credit cards• Funded loans following procedures outlined in handbook and sold insurance products• Exceed loan dollar goals over 150% yearly as well as insurance product sales goals monthly • Average 3.83 score on annual reviews, with highest score at 4.02 -
Customer Service RepresentativeGap Inc./ Banana Republic Aug 2012 - Dec 2012Rocklin California -
Senior StylistWillo Beauty Bar Aug 2011 - Dec 2012Sacramento, California Area
Stephanie Davis Education Details
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Citrus Heights Beauty CollegeCosmetology/Cosmetologist, General
Frequently Asked Questions about Stephanie Davis
What company does Stephanie Davis work for?
Stephanie Davis works for West Monroe
What is Stephanie Davis's role at the current company?
Stephanie Davis's current role is Senior nCino Implementation Specialist.
What schools did Stephanie Davis attend?
Stephanie Davis attended Citrus Heights Beauty College.
Who are Stephanie Davis's colleagues?
Stephanie Davis's colleagues are Matt A., Victoria Carr, Keith Thomas, João Pedro Ribeiro Dos Santos, Vikram Kumar, Nagaraju Alka, Stephanie Henderson.
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Stephanie Davis
Atlanta, Ga7gmail.com, cloudsherpas.com, gmail.com, dialpad.com, gmail.com, google.com, google.com2 +140856XXXXX
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1bakeru.edu
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Stephanie Davis
Board Directors | Global Financial Services | Venture Capital, Private Equity | Financial Planning & Analysis, Investment Banking | Family OfficeMiami, Fl -
Stephanie D.
Connecting Senior Finance Executives Across Texas, Missouri, Kansas, Utah And NebraskaWoodway, Tx
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