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Tana Davis Email & Phone Number
VP, Client and Treasury Manager
at
Beneficial State Bank
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
VP, Client and Treasury Manager
Location
Tacoma, Washington, United States
Who is Tana Davis? Overview
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Quick answer
Tana Davis is listed as VP, Client and Treasury Manager at Beneficial State Bank, based in Tacoma, Washington, United States. AeroLeads shows a matched LinkedIn profile for Tana Davis.
Tana Davis previously worked as Relationship Banking Assistant at Columbia Bank and Consumer Quality Control Specialist at Columbia Bank. Tana Davis holds Interior Design from Art Institute Of Seattle.
Company email context
Email format at Beneficial State Bank
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Beneficial State Bank
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Profile bio
About Tana Davis
Tana Davis is a VP, Client and Treasury Manager at Beneficial State Bank. She possess expertise in commercial banking, small business lending, customer service, loans, funding and 8 more skills. Colleagues describe her as "I’ve worked with Tana in Loan Servicing at Capital Pacific Bank for about a year. Tana was a great addition to our department. I couldn’t have wished for a better co-worker. Tana arrived with a smile every morning and was ready to tackle any and all task as needed. She quickly learned our various job functions and she always delivered our services timely, in fact most times well before deadlines. She generated loan documents, reviewed and worked on various loan reports, interacted with… Show more"
Listed skills include Commercial Banking, Small Business Lending, Customer Service, Loans, and 9 others.
Current workplace
Tana Davis's current company
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Beneficial State Bank
Website
AeroLeads page
12 roles
Tana Davis work experience
A career timeline built from the work history available for this profile.
Role listed
Relationship Banking Assistant
Jun 2022 - Mar 2023
Consumer Quality Control Specialist
Jan 2022 - Jun 2022
Assistant Branch Manager
Sep 2020 - Apr 2022
Branch Supervisor
Sep 2019 - Sep 2020
Personal Banker
Nov 2018 - Sep 2019
Customer Service Specialist
Jan 2017 - Nov 2018
Loan Servicing Specialist
Capital Pacific Bank
Performed moderate and complex clerical duties related to commercial loans. Duties included payoffs, advances, pay-downs, wires, releases, ongoing loan maintenance, and daily reconciliations of general ledger accounts. Drawing Loan Documents, QC documents, boarding loans and modifications onto the bank's system and preparation of collateral and credit files to ensure compliance with policies and procedures and regulatory guidelines. Communicated with loan officers, customers, title companies… Show more Performed moderate and complex clerical duties related to commercial loans. Duties included payoffs, advances, pay-downs, wires, releases, ongoing loan maintenance, and daily reconciliations of general ledger accounts. Drawing Loan Documents, QC documents, boarding loans and modifications onto the bank's system and preparation of collateral and credit files to ensure compliance with policies and procedures and regulatory guidelines. Communicated with loan officers, customers, title companies and others to respond to inquiries, resolve problems and obtain additional documents needed to complete files. Show less
Oct 2013 - Oct 2014
Commercial Loan Processor
Underwriting support to 6 commercial/consumer loan officersCustomer service with loan closing proceduresCoordinated closings with borrower/title company/disbursement of fundsEfficient courteous customer serviceOpen communication with all parties through the loan processEnsured all loans closed in strict accordance with governing guidelinesProcess draws, prepared payoff requests and lien releases
May 2002 - Jun 2004
Teller Coordinator
Performed daily branch functions, site operations and auditing scriptsSpecialized in customer service and resolving customer issuesSupervised and coordinated 5 employeesTrained employees in methods and proceduresPrepared schedulesOrdered inventory suppliesImplemented incentives and support
Mar 2001 - May 2002
Merchant Teller
Frontline customer service and merchant servicesProvided support and backup to vault tellerPerformed daily branch functionsSpecialized in customer service and resolving customer issuesTrained employees in methods and proceduresProfessionaldevelopment
Jun 1998 - Mar 2001
Team & coworkers
Colleagues at Beneficial State Bank
Other employees you can reach at beneficialstate.com. View company contacts →
RS
Ravi Singh
Colleague at Beneficial State BankPortland, Oregon Metropolitan Area, United States
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AM
Andrew Meng
Colleague at Beneficial State BankPortland, Oregon, United States
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MY
Mark Yde
Colleague at Beneficial State BankSalem, Oregon, United States
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CR
Christopher Ray
Colleague at Beneficial State BankPortland, Oregon Metropolitan Area, United States
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GS
Gilberto Salas
Colleague at Beneficial State BankPortland, Oregon, United States
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SC
Suzie Chang
Colleague at Beneficial State BankSan Francisco, California, United States
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AT
Anthony Thomaselli
Colleague at Beneficial State BankPortland, Oregon Metropolitan Area, United States
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MH
Mike Hager
Colleague at Beneficial State BankPortland, Oregon, United States
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PA
Paul Abeyta
Colleague at Beneficial State BankPortland, Oregon, United States
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AJ
Albert J Melfi
Colleague at Beneficial State BankGlen Mills, Pennsylvania, United States
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Ravi Singh
Colleague at Beneficial State BankPortland, Oregon Metropolitan Area, United States
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AM
Andrew Meng
Colleague at Beneficial State BankPortland, Oregon, United States
View →
MY
Mark Yde
Colleague at Beneficial State BankSalem, Oregon, United States
View →
CR
Christopher Ray
Colleague at Beneficial State BankPortland, Oregon Metropolitan Area, United States
View →
GS
Gilberto Salas
Colleague at Beneficial State BankPortland, Oregon, United States
View →
SC
Suzie Chang
Colleague at Beneficial State BankSan Francisco, California, United States
View →
AT
Anthony Thomaselli
Colleague at Beneficial State BankPortland, Oregon Metropolitan Area, United States
View →
MH
Mike Hager
Colleague at Beneficial State BankPortland, Oregon, United States
View →
PA
Paul Abeyta
Colleague at Beneficial State BankPortland, Oregon, United States
View →
AJ
Albert J Melfi
Colleague at Beneficial State BankGlen Mills, Pennsylvania, United States
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1 education record
Tana Davis education
FAQ
Frequently asked questions about Tana Davis
Quick answers generated from the profile data available on this page.
What company does Tana Davis work for?
Tana Davis works for Beneficial State Bank.
What is Tana Davis's role at Beneficial State Bank?
Tana Davis is listed as VP, Client and Treasury Manager at Beneficial State Bank.
Where is Tana Davis based?
Tana Davis is based in Tacoma, Washington, United States while working with Beneficial State Bank.
What companies has Tana Davis worked for?
Tana Davis has worked for Beneficial State Bank, Columbia Bank, Capital Pacific Bank, Albina Community Bank, and U.S. Bank.
Who are Tana Davis's colleagues at Beneficial State Bank?
Tana Davis's colleagues at Beneficial State Bank include Ravi Singh, Andrew Meng, Mark Yde, Christopher Ray, and Gilberto Salas.
How can I contact Tana Davis?
You can use AeroLeads to view verified contact signals for Tana Davis at Beneficial State Bank, including work email, phone, and LinkedIn data when available.
What schools did Tana Davis attend?
Tana Davis holds Interior Design from Art Institute Of Seattle.
What skills is Tana Davis known for?
Tana Davis is listed with skills including Commercial Banking, Small Business Lending, Customer Service, Loans, Funding, Credit Analysis, Retail Banking, and Commercial Lending.
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