Tj Davis Email & Phone Number

Melbourne, VIC, AU

Melbourne, Victoria, Australia

- Develop and broaden key partnerships with aggregation groups and mortgage brokers- Maintain communication strategy for industry partners- Review and escalate broker pipeline files to facilitate settlement and great customer outcomes- Analyse distributor performance to identify growth and development opportunities within the broker channel

Melbourne, Victoria, Australia

-Processed monthly commission payments to distributors, provide detailedcommission reports, ad hoc reconciliation and commission adjustments-Produced detailed financial forecasts and reported daily, weekly, and EOM business performance for reverse mortgage operations-Reviewed and processed broker accreditation and distributor requests -Liaised with brokers.

Dallas, Texas

-Performed all trading and monitoring for over USD $200m in non-discretionary client models.-Executed block trade instructions, share allocations, trade reconciliation, and trade-related service requests for USD $2B in discretionary third-party fund strategist portfolios and separately managed accounts (SMAs).-Ensured successful adoption of the firm’s new.

Dallas, Texas

-Subject matter expert for all SMA/UMA, and performance related inquires.-Provided advisors with resources for successful practice management by conducting interactive trainings covering Hilltop’s advisory platforms. -Coordinated onboarding activities for advisors, and created training manuals focused on model trading, performance reporting, and portfolio.

Fort Worth, Texas

-Facilitated securities transfers, and responded to inquiries from clients and internal stakeholders in a fast-paced chat, phone and email contact centre. -Reviewed account transfer requests for compliance with internal and regulatory controls. Provided team members with a consistent and effective workflow process by maintaining an instructional contra.

Dallas/Fort Worth Area

-Executed stock, option, and mutual fund transactions. -Answered clients' questions over a broad range of investment topics, including order types, margin trading, and general tax information. -Probed existing clients for investment guidance and consolidation opportunities, and submitted business referral leads to Senior Financial Consultants. -Assisted.

Westlake, Texas

-Traded stocks, mutual funds, options, and fixed-income products for retail clients. -Performed banking functions, including bank wires and IRA distributions. -Provided clients with tax and investment guidance. -Created learning materials for internal use outlining IRS tax code, in order to ensure that my teammates stayed in compliance with IRS regulations.

Arlington, Texas

-Implemented a policy reconciliation program between The Jenkins Agency and commercial insurance carriers, which greatly increased productivity and accuracy in the office. -Assisted with the management of commercial and personal insurance policies and surety bonds.-Data entry using QuickBooks, Microsoft Excel and IMS (Insurance Management Solutions).

-Performed front desk operations at the busiest LA Fitness location in the region, including customer service and over the phone collections from members with declined EFT payments.

Denton, Texas

-Developed, marketed, and hosted campus events promoting retention of first-generation students in the 'Emerald Eagles' program. -Hosted 1-on-1 sessions with students to reinforce their educational goals, and share personalized tips for success. -Created reports in Microsoft Excel and Access to track the progress of 120+ freshmen.

-Raised funds for scholarships and other university programs by building rapport with alumni, and soliciting donations to the university in an outbound phone centre.

Fairfield, Texas

-Managed front-end staff and store workflow-Processed banking requests including money wiring, check cashing and money orders.-Prepared nightly sales reports for accounting department, and participated in financial audits. -Counted the store's cash and checks each night, and organized bank deposits.