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.

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.

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.

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.

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.

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.