Travis Greene
Humble,TX
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to goals. My objective is to be placed in a position that offers opportunities for growth, as well as to be able to effectively and successfully fulfill the position's requirements and to execute any tasks and responsibilities placed before me.
Overview
18
18
years of professional experience
Work History
Product Manager
Family First Life - 320
Remote
2023.03 - Current
- Prioritized roadmap in order to achieve product goals and metrics.
- Documented user stories, specifications, and product features into detailed work order to communicate across teams and build mandatory requirements.
- Collaborated with sales, marketing, and support teams to launch products on time and within budget.
- Reviewed sales, customer concerns, and new opportunities to drive business strategy at weekly planning sessions.
- Coordinated project planning and execution with team members and team leads.
Wealth & Investment/Fiduciary Specialist
Truist Bank
Orlando , FL
2017.09 - 2023.02
- Onboard and Deliver Closely Held Business Assets in SEI and Voyager systems
- Collaborate with CHB & Real Estate Officers to resolve any issues with assets
- Account Receivable & Payable for Real Estate, Closely Held Business, Oil & Gas assets
- Responsible for Property Taxes & Insurance for all assets
- Help plan or schedule any maintenance needed or required for any asset
- Organize all bills for all assets & plan for any services to be discontinued
- Regularly communicate with Trust Real Estate Asset Manager, Trust Advisors & Trustees to resolve any issues with any assets
- Regularly communicate with outside vendors to discuss any inaccuracies with invoices.
Realtor
Keller Williams Advantage Realty
Oviedo , FL
2017.02 - 2018.02
- Represented buyers and sellers of developed and undeveloped properties
- Advertised client properties on websites, through social media and in real estate guides
- Showed properties to potential buyers and other brokers at open houses and by appointment
- Prepared and organized documents for co-op board interviews
- Continually stayed up-to-date on mortgage rates and related real estate news.
Operations Account Solutions Associate
Charles Schwab
Orlando , FL
2014.05 - 2017.02
- Conducted financial and legal research and analysis for high net-worth individuals
- Monitored and analyzed financial, statistical and operational data trends
- Review and process new brokerage account applications
- Troubleshoot issues with online access to their accounts
- Detail research and follow-up via outbound calls, email, and mail
- Review Trust and Estate documentations for onboarding and disbursement purposes.
Senior Teller
CFE Federal Credit Union
Orlando , FL
2006.01 - 2014.05
- Providing customer service with cash handling transactions, sales referrals, train new employees, balance cash drawers, opens and closes branch, open and cancel debit cards, re-pin ATM/ debit cards, order branch supplies, balances ATM
- Continued education on current banking products, OFAC, BSA and FML regulations through credit union quarterly testing program
- Advised clients on mortgage, educational and personal loans
- Processed quarterly Vault and ATM audits
- Troubleshoot various issues with Navigator computer system
Education
Bachelor of Science - Business
Excelsior University
Albany, NYAssociate of Science - Business
Pierpont Community And Technical College
Fairmont, WVSkills
- Proficient with MS Excel, PowerPoint, Access and Word
- Analytical, problem solving and process improvement skills
- Strong Communication skills
- Detail-oriented
- Strong account analysis skills
- Excellent Customer Service
- Account Reconciliation
- Accounts receivable and payable
- Financial research
- Data Analysis
Licenses
Real Estate License - Florida
Life License - CA, CT, FL, TN, TX
Timeline
Product Manager
Family First Life - 320
2023.03 - Current
Wealth & Investment/Fiduciary Specialist
Truist Bank
2017.09 - 2023.02
Realtor
Keller Williams Advantage Realty
2017.02 - 2018.02
Operations Account Solutions Associate
Charles Schwab
2014.05 - 2017.02
Senior Teller
CFE Federal Credit Union
2006.01 - 2014.05
Bachelor of Science - Business
Excelsior University
Associate of Science - Business
Pierpont Community And Technical College
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