MR.

DANA DAVIS
6432 Sunman Rd Charlotte NC 28216 9641

efllc@hotmail.com

(M) (980) 939-9377 (H) (980) 428-

PROFESSIONAL SUMMARY
12+ Years in the Mortgage Industry. 5+ Years Mortgage Underwriting and Mortgage Insurance Experience. 8+ Years Project Management/Coordinator/Marketing Project Coordinator Experience. 13+ Years of Proven Leadership Experience in a High Production Environment. 6+ Computer Science/Technology Experience. Good working knowledge of Project Management Methodologies. Excellent phone and Customer service skills. Very strong communication, computation and mathematical skills. Able to adapt to different situations. Teachable, always willing to learning new things. Team player, very good follower but an even better leader. Very Internet and Computer Savvy. Very proficient in using applications such as MS PowerPoint, MS Project, VISIO, WordPerfect, MS Works, Photoshop, GIMP, MS Word, MS Excel, Pivot Tables, V-lookup, MS Outlook, MS Project, Sharepoint, Clarity. Possesses in-depth knowledge of principals, theories, practices, and techniques for managing activities related to planning, managing and implementing systems analysis and applications development projects Able to operate office equipment such as Desk/Laptop Computer, Typing 55 wpm, Copier, and Fax, Mortgage Calculator.

PROFESSIONAL EXPERIENCE
Wells Fargo Advisor Mortgage Lead Processor/ Project Coordinator WELLS FARGO HOME MORTGAGE CHARLOTTE, NC Aug 10 Feb 11 Responsible for checking for compliance on all incoming mortgage documents. Recorded and logged in information in system notes and on reporting forms. Created and executed project work plans and revised as business needs changed for special Wells Fargo Advisor Client. Wrote Wells Fargo Advisors Job Aids and manuals, which are now a permanent part of the Wells Fargo Process and used as the standard for processing special clients. Identified and pull together any resources needed to be effect at succeeding with monthly project goals. Managed and maintained day-to-day operational aspects, supported team in other time zones, recorded meeting minutes and scope of projects, met scheduled milestones to ensure project objectives were met in a timely manner. Analyzed business unit technology needs, dissecting problems and suggesting process oriented solutions. Mentored, coached and motivated team to succeed with project goals. Reviewed reports and deliverables before giving results to management. Obtained and checked reports daily to check progress of projects and to measure success of our goals. Initiated creative solutions for complex situations to minimize loss mitigation efforts. Serves as liaison between IT and business units or vendors; gathers, analyzes, and communicates business needs and requirements to the IT organization. Stayed within company guidelines while executing the projects, minimized as much company risk for monthly project. Negotiates deliverables from initial requirements to final implementation across multiple business units / functional areas.

 Ensured project documents were complete and current and stored appropriately. Marketing Project Coordinator/Processor TRIPOINT MORTGAGE GROUP - San Diego, CA Jul 08 Aug 10 Responsible for organizing and coordinating special marketing projects. Familiar with guidelines for conforming, nonconforming, FHA and VA loans. Created, planned, scheduled and executed major project work plans to implement monthly and quarterly marketing strategies for the local office, creates project plans and teamwork assignments, identifies resource needs and directs daily work efforts. Managed and maintained day-to-day operational aspects and scope of monthly projects. Planned tasks, and scheduled meetings to ensure project success. Managed creative process for printed and web materials. Obtained and checked reports daily to check progress of projects and to measure success of our goals. Liaison between internal management and external business partners. Managed multiple projects simultaneously. Mentored and motivated team to succeed with project goals. Coordinate road shows that includes invitation list management, event and conference logistics (site selection, accommodations when applicable, banquet, A/V, transportation), staging, production, onsite facilitation and post event metrics. Created marketing materials in print and web format, developed website content for marketing campaigns such as presentation materials, giveaways, marketing collateral, brochures, invitations and leave behinds. Tracked project task and reported feedback to client and management. Lead project closeout meetings to retrieve the management and staff comments for the project and to gain the experiences for a future reference. Marketing Project Coordinator /Processor WESTAR MORTGAGE INC. - Raleigh, NC May 06 Jul 08 Responsible for coordinating special projects. Familiar with guidelines for conforming, nonconforming, FHA and VA loans. Also processed all documentations pertaining to the loan closings. Responsible for taking applications by phone, arranged financing with lenders, scheduled appointments with customers for document signings, and conducted document signings. Created, planned, scheduled and executed multiple project work plans to implement for daily, monthly and quarterly production goal. Managed and maintained day-to-day operational aspects and scope of monthly projects. Delivered projects on time and within budget, meeting high quality standards and customer expectations. Planned tasks, and scheduled meetings to ensure project success. Obtained and checked reports daily to check progress of projects and to measure success of our goals. Managed creative process for printed and web materials. Tracked and maintain budgets, also coordinated contract negotiations with outside sponsors and vendors. Tracked project task and reported feedback to management.

Created marketing materials in print and web format, developed website content for marketing campaigns. Ensured project documents were complete and current and stored appropriately. Tracked project task and reported feedback to client and management, mentored and motivated team to succeed with project goals and material production, also followed up with the trainees to gather comments and forwarded that information to management. Developed test plans and scripts Managed multiple projects simultaneously.

Project Coordinator / Senior Benefit Analyst CIGNA HEALTHCARE - Charlotte, North Carolina Mar 03 May 06 Process group health insurance claims and in-coming correspondence pertaining to health insurance claims. Research member and provider appeal issues, send written correspondence pertaining to these appeals in a timely manner, Assist team members with claim issues, and participated with special inventory projects to achieve team and office goals. Answered questions regarding claims; helped customers with website logon issues, Reset Passwords to site login, worked with IT Team to resolve issues. Process complex claims such as Inpatient, Hospital, Specialty and Adjustment claims. Recorded and logged in information in system notes and on reporting forms. Created and executed project work plans for special cases needing special workflows. Lead, managed, mentored, and motivated team to succeed with project goals, directed development teams in the areas of scheduling, technical direction, future planning, and standard development practices. Managed and maintained day-to-day operational aspects and scope of monthly projects. Measured, tracked and reported success via spreadsheets. Responsible for initiating creative solutions for complex claims to minimize pending claim payments. Self-starting, fast pace, production driven environment. Assistant Branch Manager/ Lead Loan Processor MR. MORTGAGE - Columbia, SC Sep 99 Mar 03 Responsible for day to day management of local branch and processes. Took applications by phone, arranged financing with lenders, scheduled appointments with customers for document signings, and conducted document signings, launched advertisement campaigns, arranged and processed all documentation pertaining to the loan closings. Reviewed all compliance and regulations for FHA, VA and Conventional Loans Underwrote loans manually and though automated systems.

EDUCATION
Computer Science Business Administration. Morris College, Sumter SC 29150, 1989-1992

MS Project Management Certification CPCC, Charlotte NC, Currently enrolled