Candidates About

Robert Graham Davidson

Highly motivated professional with specialized expertise in the financial regulation industry with six years of experience in the application of financial analysis. Possess effective technical, organizational, and customer interaction skills, with a strong sense of commitment and ability to excel in environments with tight deadlines and stressful situations. Proven ability to identify business needs, articulate these needs into documented requirements, analyze potential solutions, and determine best course of action to meet objectives.

The Mortgage Licensing Group, Inc.

Sr. Manager, Licensing Maintenance, February 2018 – Present

·         Manage team responsible for filing quarterly and annual state-specific financial and business activity reports related to client’s ongoing license maintenance.  Manage 80+ clients amounting to 500+ reports annually.

·         Analyze team workload to determine appropriate report assignments.

·         Manage state and federal license approval acquisitions for clients. Begin with analysis of client and license requirements to determine a client’s eligibility before facilitating application and data collection process.

·         Liaise between state and federal regulators and clients to accomplish license approvals.

·         Develop company-wide policies and procedures through interdepartmental process reviews.

·         Attended leadership summit in the spring of 2018.

The Mortgage Licensing Group, Inc.

Business Development Specialist, September 2017 – January 2018

·         Extracted data from client’s Loan Origination Systems (LOS) for report compilation and analytics.

·         Analyzed and manipulate LOS data to ensure completeness and accuracy.

·         Develop website content, blog postings, and newsletters for SEO purposes with a special focus on predetermined key words to drive new business development in the form of sales.

·         Conducted research on various licensing and banking regulations.

Hoffmann Davidson, LLC (Online Boutique & Interior Design Services)

President, May 2015 – August 2017

·         Developed business plan and founded Hoffmann Davidson, LLC in May 2015. Roles and responsibilities included: business development; branding; online store creation; legal considerations; and overall business operations.

·         Launched e-commerce website (www.epitomehome.com) in October 2016 on Squarespace platform.

·         Attended trade shows in New York and Las Vegas as a buyer to secure vendors for online boutique and establish vendor relations.

·         Leveraged Facebook, Instagram, Pinterest, and Mailchimp to successfully launch focused marketing campaigns.

·         Utilized QuickBooks to manage overall accounting operations for business. This included managing purchase orders, tracking inventory, processing invoices, tracking expenses, and reconciling accounts.

Conference of State Bank Supervisors (CSBS), State Regulatory Registry (SRR), LLC

Manager, Policy Analysis, September 2014 – December 2016

·         Analyzed state licensing requirements to determine appropriate areas for agency collaboration and/or standardization and work with state agency stakeholders along with SRR operations, development and IT staff to implement identified changes.

·         Provided technical and organizational support to various policy committees of regulatory and industry members through the tracking of issues as they are identified from the call center, the Nationwide Mortgage Licensing System (NMLS) Ombudsman, and system users and coordinate the resolution of these issues to their appropriate conclusion.

·         Researched issues using NMLS data and other data sources to prepare proposals and make presentations to state agency stakeholders and SRR staff to address issues or make improvements to NMLS.

·         Attended User Acceptance Testing sessions to assist state regulators and industry testing of NMLS System.

·         Organized, facilitated and presented multiple sessions at annual NMLS Conference and Training.

Conference of State Bank Supervisors (CSBS), State Regulatory Registry (SRR) LLC

Senior Administrative Assistant, October 2012 — September 2014                                                          

·         Trained Tier 1 Help Desk Support (NMLS Call Center Analysts) on system functionality, account review processes, and call center customer service, in support of the transition to a new call center facility.

·         Provided overall program and administrative support to the State Regulatory Registry Testing and Education group, ensuring that the Mortgage Testing and Education Board (MTEB) standards are met.

·         Liaised among CSBS members, staff, mortgage industry stakeholders and other relevant entities in support of MTEB initiatives.

·         Coordinated member meetings, conferences, teleconferences, webinars, and travel.

Financial Industry Regulatory Authority (FINRA), Nationwide Mortgage Licensing System (NMLS)

Mortgage Gateway Agent, March 2011 — October 2012

·         Handled inbound and outbound calls to support mortgage license holders with registration and updates to the NMLS system.

·         Provided excellent customer service to registrants and thoroughly reviewed security information and account activity.

·         Reviewed and analyzed accounts for irregular activity, ensuring account compliance with regulatory standards set by the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act and respective state regulators.

Microsoft Access, Word, Excel, PowerPoint, Visio, Outlook, and SharePoint; Salesforce; Trello; Smartsheet, JIRA Issue Management Tracking; QuickBooks; Anybill; Squarespace; Informz; Mailchimp

·         Coastal Carolina University, Myrtle Beach, South Carolina, December 2009                                    

·         Bachelors of Science, Major: Business Administration, Marketing; Minor: Spanish