Travis Bates

Senior Credit Underwriter Manager

Role
Director of Underwriting at EPM
Location
Dallas-Fort Worth, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Travis Bates

Results driven financial professional with an expertise in finances including commercial…

Experience

  1. Director of Underwriting

    EPM

    Jan 2023 — Present · Dallas, TX, US

    Maintains a portfolio of existing customers and maximizes relationship based on customer needs • Gathers and oversees compilation of all needed information for loan application.• Underwrite Commercial, mortgage, DSCR and home equity loans (income, credit and appraisal) prior to submitting to third party lender• Order appraisals, analysis credit, background checks, reference checks, and other information pertinent to evaluation of loan application.• Corresponds with or interviews applicant or creditors to resolve questions and negotiate deal.• Develop new business and networking opportunities with valuable third-party associates and potential clients

Education

  • Concordia University-Wisconsin

    Business Management, Business, Management, Marketing, and Related Support Services

    1994 — 1997

  • Cardinal Stritch University

    Master's degree, Business Administration and Management, General

    2001 — 2004

Skills

  • Commercial Lending
  • Project Planning
  • Project Coordination
  • Financial Risk
  • Portfolio Management
  • Fast Learner
  • Loans
  • Management
  • Negotiation
  • Microsoft Office
  • Sales
  • Project Finance
  • Leadership
  • Project Management
  • Usda
  • Time Management
  • Banking
  • Mortgage Lending
  • Real Estate
  • Va Loans
  • Credit Analysis
  • Financial Analysis
  • Fha
  • Quickbooks
  • Decision Analysis
  • Analysis
  • Multi Tasking
  • Credit
  • Loss Mitigation
  • Business Travel
  • Customer Service
  • Budgets
  • Finance
  • Residential Mortgages
  • Mortgage Underwriting
  • Team Leadership

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Travis Bates — Director of Underwriting at EPM in Dallas-Fort Worth, TX, US | Unifers