Summary
Overview
Work History
Education
Skills
Timeline
Generic

Travis Phillips

Finance Professional
Grapevine,TX

Summary

Skilled financial professional adept at increasing work process efficiency and profitability through functional and technical analysis. Successful at advising multi-million dollar corporations, small businesses, and individual clients. Areas of expertise include asset allocation, financial strategies, and risk management..

Overview

13
13
years of professional experience
5
5
years of post-secondary education

Work History

SBA Solutions Officer Sr

JPMorgan Chase
12.2022 - Current
  • Act as a subject matter expert on SBA Express and small 7a loans at both BLC and CSC loan centers
  • Act as primary point of client contact during the SBA eligibility phase of the process which includes obtaining critical documentationMonitor loans in pipeline and collaborate with internal partners during post-approval to facilitate timely closing and client satisfaction
  • Adhere to defined processes to insure appropriate support of SBA products
  • Prepare fair and accurate Loan Comparison Tools for SBA Solutions ConsultantsStructure and price loans for all SBA transactions adhering to bank policies and government regulations
  • Monitor loans in pipeline and collaborate with internal partners during post-approval to facilitate timely closing and client satisfaction
  • Manage equipment evaluation process for Business BankingServe as mentor for less experienced Solutions Officers
  • Assist in providing initial and follow-up training of newly hired SBA Solutions staff on SBA products and processesProvide product expertise to BRM as needed

Membership Services Associate

Federal Home Loan Bank Of Dallas
Irving , TX
09.2021 - 10.2022
  • Managing the flow of documentation and related communication in and out of the bank by being the members’
    main point of contact with the bank through phone and email.
  • Assisting in the testing of systems and applications used by the bank and Member Services to deliver products
    and services to members.
  • Investigating and resolving accounting, service, and delivery concerns.
  • Assisted with writing and troubleshooting new and existing SQL queries and SSRS reports.
  • Assisted in the testing of systems and applications used by the Bank and Member Services to deliver products and services to its Members.
  • Processed transactions such as initiating advances, auctions, capital stock trades, originating domestic and foreign wires, letters of credit and associated confirmations, term deposits and the regeneration of wire transfer PINs.
  • Was responsible for ensuring compliance with department internal controls and procedures, the Bank policies, and Federal Housing Finance Agency regulations.
  • Was also responsible for supporting the Community Investment Cash Advance Programs (CICA)

Personal Banker II

Wells Fargo & Company
Richardson , TX
05.2017 - 09.2021
  • Managed, and increase client base while support existing clients expand financial portfolios
  • Assist clients with developing plans for fund retirements using mutual funds, and other options to manage, customize and diversify portfolios
  • Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
  • Assisted customers with opening new accounts, completing service requests and submitting credit applications.
  • Introduced to other bankers and partners to help meet customer s broader financial needs.
  • Informed customers of self-service digital options (as appropriate) to make banking easier for them.
  • Established relationships with customers through proactive outreach and follow-ups.

CSR

Bank of America Corp
Dallas , TX
05.2016 - 01.2017
  • Perform specialized tasks such as preparing cashier's
    checks, personal money orders, issuing traveler's
    checks and exchanging foreign currency
  • Achieved and consistently exceeded revenue quota
    through product and service promotion during
    routine calls
  • Provide education to clients. Inform and educate
    clients on how to conduct simple transactions through
    convenient banking options (i.e. Online banking,
    mobile banking, ATM) that benefit them

Retail Banking Officer

Wood Forest National Bank
08.2014 - 05.2016
  • Processed customer transactions accurately and efficiently in adherence to bank policies and regulations such as cashing checks, processing deposits and withdrawals, loan payments, cash advances, transfers, and issuing monetary instruments
  • Performed opening, closing, and other branch servicing duties such as cash and vault balancing; ordering cash, cards, checks, and other supplies; completing logs, reports, audits, and control checks; maintaining and servicing automated teller machines; and cleaning work areas

Assistant Manager

First Convenience Bank
06.2011 - 05.2013
  • Created organization systems for inventory control, merchandising, financial reports and schedules, dramatically increasing operational efficiency
  • Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget

Education

Bachelor of Arts - Sociology

University Of North Texas At Dallas
Dallas, TX
01.2017 - 12.2020

MBA - Finance

UNT G. Brint Ryan College of Business
Denton, TX
01.2022 - 01.2023

Skills

    Financial and operational reporting

Client Services

Customer Support

Bank Accounts – Opening, Performing Maintenance, Closing

Financial Portfolios

Business & Personal Loans

Banking Products – Credit Cards, Debit Cards, CD’s

Branch Management

Banking Policies & Procedures

Analytical Skills

Microsoft Office Suite

Timeline

SBA Solutions Officer Sr

JPMorgan Chase
12.2022 - Current

MBA - Finance

UNT G. Brint Ryan College of Business
01.2022 - 01.2023

Membership Services Associate

Federal Home Loan Bank Of Dallas
09.2021 - 10.2022

Personal Banker II

Wells Fargo & Company
05.2017 - 09.2021

Bachelor of Arts - Sociology

University Of North Texas At Dallas
01.2017 - 12.2020

CSR

Bank of America Corp
05.2016 - 01.2017

Retail Banking Officer

Wood Forest National Bank
08.2014 - 05.2016

Assistant Manager

First Convenience Bank
06.2011 - 05.2013

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