Travis Bates
Senior Credit Underwriter Manager
- Role
- Director of Underwriting at EPM
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Travis Bates
Results driven financial professional with an expertise in finances including commercial…
Experience
Director of Underwriting
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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