Douglas M. Travis
Riverview,FL
Summary
Tenured professional skilled at helping consumers and businesses to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Fraud Detection Analyst
USAA
12.2021 - Current
- Collaborated with team members to discuss fraud trends and notified proper channels.
- Analyzed large amounts of data to find patterns of fraud and anomalies.
- Summarized all key information regarding investigation into detailed reports.
- Conducted prompt and thorough investigations on referred files.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Monitor fraud trends, intercept organized and unorganized fraudulent activity
- Utilize PII databases such as Lexis Nexis, Experian and DMDC
- Analyzed financial statements to identify discrepancies, irregularities and fraudulent activity.
Bank Sales and Service Representative
USAA
12.2021 - 06.2022
- Follows written risk and compliance policies, standards and procedures for business activities by following available resources
- Responded to member requests, offering excellent support and tailored recommendations to address needs.
- Learned and maintained in-depth understanding of products and services to offer knowledgeable and educated responses to diverse member questions.
- Engaged with members to effectively build rapport and lasting relationships.
- Solved members challenges by offering relevant products and services.
Relationship Specialist
Grow Financial Federal Credit Union
02.2020 - 10.2021
- Identified members needs and developed appropriate responses along with information on suitable products and services.
- Conferred with members about concerns with products or services to resolve problems and drive sales.
- Provide exceptional and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses.
- Adhered to standards of quality and service as well as all compliance requirements.
- Maintained member satisfaction with forward-thinking strategies focused on addressing member needs and resolving concerns.
Senior Resolution Specialist
Navy Federal Credit Union
08.2010 - 12.2019
- Worked with compliance and legal departments to handle sensitive issues.
- Documented trends and determined recommended possible enhancements to drive overall department improvements.
- Monitored and analyzed member feedback to track inefficient patterns and report areas for improvement to management.
- Resolved issues through active listening and open-ended questioning, de-escalating major problems.
- Participated in staff meetings to discuss innovative strategies to improve services.
Quality Control Inspector
Kingsdown Incorporation
02.2008 - 08.2010
- Completed and signed off on repair and maintenance documentation for submission to management.
- Responsible for inspecting product for defects and proper labeling prior to shipping.
- Review and inspect products returned from various retailers.
- Experience researching and locating products in databases.
- Compute data from comfort and support analysis instrument.
- Responsible for quality control and coordination on production line.
- Adhered to all safety protocols to minimize equipment damage and avoid injuries.
- Inspected quality of finished products, making minor repairs to meet project expectations.
- Completed and signed off on repair and maintenance documentation for submission to management.
Sales/ Marketing specialist
LSI
07.2007 - 02.2008
- Provide new marketing and sales techniques to increase overall sales.
- Work independently as part of integrated team and displayed high self-motivation.
- Prepared and presented sales briefs to team members.
- Effectively interacted professionally with clients.
- Ability to motivate team to complete set daily goals.
- Examined needs, wants and spending patterns of target audience.
- Researched competitor marketing trends and prices using data analysis.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Selector/ Forklift operator
Sysco
06.2005 - 06.2007
- Safely operated manufacturing equipment, such as forklifts and pallet jacks.
- Effectively communicated with others and worked as part of a team.
- Correctly entered information into warehouse management system.
- Followed essential detailed directions for allocating products.
- Responsible for selecting labels for products prior to distribution.
- Properly communicated with others and cooperatively worked within a team.
- Provide assistance for inventory control team.
- Trained multiple associates to perform selecting duties.
- Produced official reports of findings to meet regulatory standards and assist senior leadership with improving operations.
- Marked and labeled containers with accurate shipping information to prevent delays.
Education
Associate Degree - Business Administration
Colorado Technical University
ColordoSkills
- Account Management
- Risk Level Determination
- Complex Problem-Solving
- Industry Trends
- Financial Analysis
- Effective Communication
- Product and Service Knowledge
- Generating Referrals
- Member Outreach
- Business Development
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
In the business world, the rearview mirror is always clearer than the windshield.
Warren Buffett
Timeline
Fraud Detection Analyst
USAA
12.2021 - Current
Bank Sales and Service Representative
USAA
12.2021 - 06.2022
Relationship Specialist
Grow Financial Federal Credit Union
02.2020 - 10.2021
Senior Resolution Specialist
Navy Federal Credit Union
08.2010 - 12.2019
Quality Control Inspector
Kingsdown Incorporation
02.2008 - 08.2010
Sales/ Marketing specialist
LSI
07.2007 - 02.2008
Selector/ Forklift operator
Sysco
06.2005 - 06.2007
Associate Degree - Business Administration
Colorado Technical University