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Heather Davies
514 Elm Avenue SW
Roanoke, VA 24016
Cell: 540-798-7588
Email: Star4253@gmail.com
QUALIFICATIONS:
 Work well with or without supervision
 Excellent verbal and written communication skills
 Goal-oriented, highly motivated team and self achiever
 10+ years customer service experience
 Over eight years banking experience with five years in commercial loan accounting
 Able to adapt quickly to new processes/changes
 Intermediate/Advanced skills in Microsoft word and excel as well as adobe
EXPERIENCE:
01/15 – 05/16 Wells Fargo Bank, N.A. Roanoke, VA
Loan Servicing Specialist 6
 Ability to review and interpret a variety of commercial loan documentation
 Responsible for the accounting of simple and complex commercial loans ranging from $50,000 to over $1Billion; worked
with both direct and syndicated loan packages
 Responsible for reconciling and managing multiple general ledger accounts related to the loan closing process
 Review and approve accounting transactions,wires, and complex loan structures for level five Loan Servicing Specialists
 Responsible for facilitating training classes for all new employees in the department; follow up as needed for coaching
and guidance
 Subject matter expert for wholesale procedure writing projects
 Responsible for all research related issues that were initiated from the line of business as well as other loan servicing
specialists
 Monitor inbox of all daily work that came in to the department; assigned out to other employees based off business needs
 Work with quality assurance to handle any outstanding errors and ensure they are corrected during the allotted compliance
period
 Participated in Accelerated Leadership Programs to help build leadership skills
*These skills are in addition to my previous Loan Servicing Specialist 4/5 position
10/11 – 01/15 Wells Fargo Bank, N.A. Roanoke, VA
Loan Servicing Specialist 4/5
 Ability to read and interpret legal documents with an emphasis on loan structure analysis
 Handled pre-closing and post-closing duties related to the execution of commercial loans; this includes verifying all
information has been provided in the credit reports,notes,credit agreements and that all collateral information has been
received and insured as needed
 Responsible for identifying any issues with documentation and working with the line of business and legal aids to correct;
this includes both documentation and in our accounting systemto make sure all monetary transactions are correctly posted
 Responsible for setting up fees, posting payments, and setting up billing information; also assist with syndicated notices in
a rotational basis or during peak times
 Process a high volume of work with high quality/accuracy
 Experience with COLTS, AFS, CEO Wires, WLIS, WEPOD, LROMS, LIQ and other Wells Fargo platforms
05/08-10/11 Wells Fargo Bank, N.A. Roanoke, VA
ODCR Operations Servicing Processor I
 Handle incoming/outgoing customer correspondence and requests related to Over Draft Collections and Recovery
 Handle incoming/outgoing requests from our internal customers
 Manage multiple team compliance reports
 Process/review customer disputes and inquiries
 Experience with Emerald, R1, CACS, IRIS, CIW, eDiv, PROS, HOGAN, and otherWachovia platforms
12/07-05/08 Wells Fargo Bank, N.A. Roanoke, VA
ODCR CollectorI
 Handle inbound collection calls on overdrawn and charged off demand deposit accounts
 Collected $562K via inbound collections calls and right of setoff
02/07-11/07 Sears Department Store Roanoke, VA
Footwear Department Manager
 Managed team of four individuals; responsible for creating weekly shift schedules for team
 Maintained stock and display of footwear department
 Placed weekly newspaperads to generate revenue
 Implemented weekly inventory checks to monitor and control theft in the department
 Acted as store manager in a rotational capacity
02/06-01/07 Icing, by Claires Roanoke, VA
Assistant/Store Manager
 Managed team of five individuals; responsible for scheduling of hours the jobs/tasks they did from day to day
 Opened and closed retail store
 Balanced register daily and kept log of bank deposit records
 Maintained store inventory, stock, and displays
EDUCATION:
May 2005 Liberty High School Bedford, VA
05/12-07/14 Virginia Western Community College Roanoke, VA
08/14 –Current Mary Baldwin College Roanoke, VA
Intend to complete a Bachelors in Business with a major in Accounting and a minor in Management.

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Resume 2016

  • 1. Heather Davies 514 Elm Avenue SW Roanoke, VA 24016 Cell: 540-798-7588 Email: Star4253@gmail.com QUALIFICATIONS:  Work well with or without supervision  Excellent verbal and written communication skills  Goal-oriented, highly motivated team and self achiever  10+ years customer service experience  Over eight years banking experience with five years in commercial loan accounting  Able to adapt quickly to new processes/changes  Intermediate/Advanced skills in Microsoft word and excel as well as adobe EXPERIENCE: 01/15 – 05/16 Wells Fargo Bank, N.A. Roanoke, VA Loan Servicing Specialist 6  Ability to review and interpret a variety of commercial loan documentation  Responsible for the accounting of simple and complex commercial loans ranging from $50,000 to over $1Billion; worked with both direct and syndicated loan packages  Responsible for reconciling and managing multiple general ledger accounts related to the loan closing process  Review and approve accounting transactions,wires, and complex loan structures for level five Loan Servicing Specialists  Responsible for facilitating training classes for all new employees in the department; follow up as needed for coaching and guidance  Subject matter expert for wholesale procedure writing projects  Responsible for all research related issues that were initiated from the line of business as well as other loan servicing specialists  Monitor inbox of all daily work that came in to the department; assigned out to other employees based off business needs  Work with quality assurance to handle any outstanding errors and ensure they are corrected during the allotted compliance period  Participated in Accelerated Leadership Programs to help build leadership skills *These skills are in addition to my previous Loan Servicing Specialist 4/5 position 10/11 – 01/15 Wells Fargo Bank, N.A. Roanoke, VA Loan Servicing Specialist 4/5  Ability to read and interpret legal documents with an emphasis on loan structure analysis  Handled pre-closing and post-closing duties related to the execution of commercial loans; this includes verifying all information has been provided in the credit reports,notes,credit agreements and that all collateral information has been received and insured as needed  Responsible for identifying any issues with documentation and working with the line of business and legal aids to correct; this includes both documentation and in our accounting systemto make sure all monetary transactions are correctly posted  Responsible for setting up fees, posting payments, and setting up billing information; also assist with syndicated notices in a rotational basis or during peak times  Process a high volume of work with high quality/accuracy  Experience with COLTS, AFS, CEO Wires, WLIS, WEPOD, LROMS, LIQ and other Wells Fargo platforms 05/08-10/11 Wells Fargo Bank, N.A. Roanoke, VA ODCR Operations Servicing Processor I  Handle incoming/outgoing customer correspondence and requests related to Over Draft Collections and Recovery  Handle incoming/outgoing requests from our internal customers  Manage multiple team compliance reports  Process/review customer disputes and inquiries  Experience with Emerald, R1, CACS, IRIS, CIW, eDiv, PROS, HOGAN, and otherWachovia platforms 12/07-05/08 Wells Fargo Bank, N.A. Roanoke, VA ODCR CollectorI
  • 2.  Handle inbound collection calls on overdrawn and charged off demand deposit accounts  Collected $562K via inbound collections calls and right of setoff 02/07-11/07 Sears Department Store Roanoke, VA Footwear Department Manager  Managed team of four individuals; responsible for creating weekly shift schedules for team  Maintained stock and display of footwear department  Placed weekly newspaperads to generate revenue  Implemented weekly inventory checks to monitor and control theft in the department  Acted as store manager in a rotational capacity 02/06-01/07 Icing, by Claires Roanoke, VA Assistant/Store Manager  Managed team of five individuals; responsible for scheduling of hours the jobs/tasks they did from day to day  Opened and closed retail store  Balanced register daily and kept log of bank deposit records  Maintained store inventory, stock, and displays EDUCATION: May 2005 Liberty High School Bedford, VA 05/12-07/14 Virginia Western Community College Roanoke, VA 08/14 –Current Mary Baldwin College Roanoke, VA Intend to complete a Bachelors in Business with a major in Accounting and a minor in Management.