Westly Davis Email & Phone Number

Dayton, Ohio, United States

Maintain financial records according to state auditing requirements. Prepares monthly financial statements for the Board of Trustees.Maintain current data on the financial condition of the Library. Provide data and assist with preparation of the annual budget.Collect and review all purchase requisitions and process purchase orders.Reviews all bank account statements at the end of the month and reconciles bank balances to the library internal financial database.

Dayton, Ohio, United States

Oversee accounts payable process including obtaining and maintaining approval of invoices, purchase requests, coding and input of invoices, credit card monitoring, and paying vendors.Accurate and timely maintenance of the accounts payable subledger.Assist with monthly grant expenditure reconciliations.Reconcile vendor balances on as-needed basis.Evaluate current and previous financial data.

Demonstrated ability to think strategically when developing local relationships and sales plans. Plan budgets 3-6 months in advance and accurately forecast sales performance. Demonstrated ability to develop, maintain and grow a rigorous sales pipeline, with accurate forecasting and reporting.Manage direct reports in sales strategy, pipeline management, opportunity management and career planning/development

Columbus, Ohio Metropolitan Area

Responsible for supporting application processing and contract implementation risk by ensuring compliance with federal and state lending guidelines and by adhering to BMW Group Financial Services policies and procedures. Booked 100+ lease/retail loans daily while maintaining 95% quality rating needed for compliance standards Determined if the contract can be funded with modifications including dealer settlement adjustment, modification letter or internal adjustment. Validated all contractual terms ensuring consistency in data quality and accuracy across all submitted documents. Worked cross functionally with our credit team to assist dealers with completing deal stipulations

Dayton, Ohio, United States

Interacted with Members to help meet their financial needs, proactively recommend Credit Union products and services, and accurately address members’ service needs. Accurately process new accounts and loan requests for new and existing Members and perform maintenance on members’ accounts as requested. Proactively and efficiently, close and disburse approved loans originated in the Member Center Uncover additional opportunities to save Members money and/or time by reviewing accounts and reports, as well as making outbound calls to deepen member relationships.

Processed an average of 8+ loan and credit applications each week working closely with underwriting throughout the process. Excelled at meeting sales scorecard metrics each quarter. Acquired, retained, deepened, and managed relationships with new and existing customers. Responsible for growth in deposits and investment balances which generated millions of dollars in revenue for my branch Helped with the teller line as needed as well as educated clients about the various ways to bank with us.Uncovered new opportunities with Clients which often led to referrals to mortgage loan originators or financial advisors. Researched and analyzed household data and activity applying findings and recommendations to tailor the features and benefits of products to clients with different needs.