Travis Myers
Charlotte,NC
Summary
Dynamic sales professional with a proven track record of driving revenue growth and cultivating enduring client relationships. Strong commitment to team collaboration and results-oriented strategies, adept at navigating evolving market demands. Expertise in strategic account management, client negotiations, and comprehensive market analysis. Recognized for exceptional reliability, outstanding communication skills, and a relentless focus on achieving measurable outcomes.
Overview
24
24
years of professional experience
Work History
Account Executive
Preferred Warranties Inc
Charlotte, NC
10.2023 - Current
- Developing F&I and warranty programs for expansion to multiple dealerships in North Carolina, managing 50 plus dealership relationships.
- Increased sales and returned some of the lowest claims ratios in territory history.
Mortgage Loan Officer
Sebonic Financial/Lakeview Loan Servicing
Charlotte, NC
08.2020 - 05.2022
- Home loan specialist concentrating on home purchase and refinances, in twenty-seven states around the nation.
- Sold VA, FHA, Conventional, Jumbo and USDA loan products, averaging eight + million in dollar volume.
Licensed Sales Agent for NC and SC
Liberty Mutual Insurance
Charlotte, NC
09.2018 - 08.2020
- Agent for personal insurance lines and small business with concentration on affinity partnerships such as automobile dealerships, mortgage brokers and realty groups.
- Won both Lamp Lighter Club inductee and Personal Liability Protection sales awards in same year.
Sales Manager for North and South Carolina
Veros Credit/CIG Financial/Platinum Auto Finance
Charlotte, NC
08.2014 - 03.2018
- Sales Manager for various car lending institutions that offer independent and franchise car dealers lending solutions for customers with less than desired credit.
- B2B sales and maintaining relationships with existing and new auto dealers to increase revenue and production of new loans through dealer service, sales, marketing and referrals.
- Territory included up to 210 dealerships between two states.
AVP, Mortgage Servicing Unit Manager 1
Bank of America/Legacy Asset Servicing
Charlotte, NC
05.2011 - 08.2014
- Providing senior leadership to staffing levels up to 100+ associates, in the customer relationship management (CRM) role for teams in Charlotte, NC and Richardson, TX.
- Site leader responsible for point of contact teams for Fannie Mae and Consumer Financial Protection Bureau.
- Responsible for accurate reporting audits to executive level management and handling of high touch/white glove escalations that reported into BSA/AML areas as well as potential OFAC violations.
Mortgage Servicing Team Leader – Home Retention Division
Bank of America/Workout Operations
Sunrise, FL
09.2010 - 05.2011
- Promoted to recruit, hire and build teams up to 30+ Home Servicing Specialists 2’s (HSS2s) who complete customer document processing for the HAMP/MHA modification program.
- Instrumental in developing the standard guide for all HSS2’s as well as establishing uniformity in Underwriting Process to create a flow across the business platform.
- Organized “best practices” process across multiple sites by personally contacting and communicating with different unit managers and team leads within our line of business.
- Developing mentoring practices by building subject matter experts (SME) in order to transform under-producing members to become better, thus elevating team performance while building morale and motivation.
- Responsible for training of new hires with the policy and procedures of the modification process as well as business continuity while on boarding a new Unit Manager and three team leads.
Personal Loan Consultant/Mortgage Loan Officer/Underwriter
Countrywide/Bank of America Home Loans
Sunrise, FL
02.2008 - 09.2010
- Ranked 4th overall in company in funding for the 2009-year end production.
- Earned “Mortgage Consultant of the Month” for overall for production multiple times.
- Cross sold home equity loans with first mortgages in call center environment.
- Led branch 3155 to become number one in entire company taking top honors in most production categories.
- Working knowledge of VA, FHA, Conventional, Jumbo and Alt-A products and guidelines.
Regional Sales Director/Loan Advisor
Amerisave Mortgage Corporation
Atlanta, GA
10.2007 - 01.2008
- Outside sales representative, originating residential mortgage and equity loans.
- Recruiting and hiring mortgage consultants for Atlanta based company.
Senior Mortgage Consultant
ABN AMRO Mortgage/ Citi Mortgage
Sunrise, FL
01.2002 - 10.2007
- 2006 Mortgage Consultant of the Year - taking top honor within ABN AMRO.
- Managed a pipeline that funded 1238 loans out of 1359 applications resulting in a 91% conversion ratio.
- Maintained 100+ client pipeline monthly production from contact through closing and post-closing.
- Responsible for selling 1st mortgages and equity loans to customers to suit their housing needs.
- Converted web-based leads into loans and improved the URL to make “Mortgage.com” more user friendly.
Education
Bachelor of Arts - Communications
University of Alabama
Tuscaloosa, ALSkills
- Client engagement strategies
- Account relationship development
- Effective stakeholder engagement
- Process optimization expertise
- Analytical problem-solving
- Market competitor analysis
- Revenue growth
- Goal setting and evaluation
Timeline
Account Executive
Preferred Warranties Inc
10.2023 - Current
Mortgage Loan Officer
Sebonic Financial/Lakeview Loan Servicing
08.2020 - 05.2022
Licensed Sales Agent for NC and SC
Liberty Mutual Insurance
09.2018 - 08.2020
Sales Manager for North and South Carolina
Veros Credit/CIG Financial/Platinum Auto Finance
08.2014 - 03.2018
AVP, Mortgage Servicing Unit Manager 1
Bank of America/Legacy Asset Servicing
05.2011 - 08.2014
Mortgage Servicing Team Leader – Home Retention Division
Bank of America/Workout Operations
09.2010 - 05.2011
Personal Loan Consultant/Mortgage Loan Officer/Underwriter
Countrywide/Bank of America Home Loans
02.2008 - 09.2010
Regional Sales Director/Loan Advisor
Amerisave Mortgage Corporation
10.2007 - 01.2008
Senior Mortgage Consultant
ABN AMRO Mortgage/ Citi Mortgage
01.2002 - 10.2007
Bachelor of Arts - Communications
University of Alabama