Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
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Travis Ritter

Travis Ritter

Financial Analyst
Rotonda West,FL

Summary

At Ritter Realty I excelled in managing high-volume communications and client data, demonstrating my strong analytical skills and proficiency in Excel. My adeptness at credit risk analysis and economic research ensured efficient client support and operational improvements, showcasing my ability to blend technical expertise with exceptional interpersonal skills.

Overview

5
5
years of professional experience

Work History

Financial Analyst

Corr Financial Advisors
Port Charlotte, FL
01.2025 - Current

• Assessed market value of property to be sold, leased, or purchased through a Broker Price Opinion process.
• Oversaw movement of investment funds, document transfers, and ensured timely closings of 1031 investments.
• Provided cash flow analysis by examining incoming revenue, expenses, and net income post expenses to evaluate cap rate for individual client needs.
• Conducted credit risk analysis on potential tenants.

Admin to Broker

Ritter Realty llc
01.2020 - 12.2024
  • Managed high-volume daily communication by answering 40 or so calls and responding to approximately 60 emails, thereby providing efficient and effective client support.
  • Integrated and managed client data into CRM spreadsheets on a daily basis, ensuring accessibility for broker operations.
  • Coordinated procurement and inventory management to ensure the office remained fully stocked with necessary supplies on a weekly basis.
  • Prepared and distributed 30-40 invoices to clients per week.
  • Conducted credit risk analysis on potential tenants via background-check software around 10 times a month.

Education

Bachelor of Science - Economics

Oregon State University
Corvallis, OR
12-2024

Skills

  • Data analysis
  • Financial analysis
  • Price forecasting
  • Economic research
  • Credit risk analysis
  • Python
  • Advanced Excel knowledge
  • Stata and R Studio

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Financial Analyst

Corr Financial Advisors
01.2025 - Current

Admin to Broker

Ritter Realty llc
01.2020 - 12.2024

Bachelor of Science - Economics

Oregon State University
Travis RitterFinancial Analyst