Travis Kerr
SBA Lender for Florida & WFB Regional Bank at Wells Fargo
- Role
- Sba Lender for Florida & Wfb Regional Bank at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Travis Kerr
15 years of extensive Finance, Banking, Management, Consulting, and Investment experience-Top Tier Top Performer since joining Wells Fargo Advisors Lending Group and Sales Trip Winner with Wachovia which is only awarded to the highest performing bankers within the company-Closely working with members of Barron’s top 100 Financial Advisors in the nation and their clients including Celebrities, Venture Capitalists, CFO’s, and CEO’s of Fortune 500 companies-Selectively nominated by leadership to be a member of the Wells Fargo Affluent Lending Group Advisory Board to plan and implement change to the role and structure of the department-Promoted to “Senior” status as a Financial Specialist with Wachovia bank more quickly than any previous team member in the departmental history-Selectively nominated by leadership and participated in a Wachovia sponsored leadership development program-Promoted by American General Finance to Branch Manager after only 18 months-13 years of annual regulatory and compliance training courses covering a vast array of Federal financial regulations.Content shared through this profile may be provided by or otherwise sourced from Wells shared through this profile may be provided by or otherwise sourced from Wells Fargo.Commercial Banking products and services are provided by Wells Fargo Bank, N.A. and its subsidiaries and affiliates. Wells Fargo Bank, N.A, a bank affiliate of Wells Fargo & Company, is not liable or responsible for obligations of its affiliates.Deposits held in non-U.S. branches, subsidiaries or affiliates are not FDIC or CDIC insured. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.
Experience
Sba Lender for Florida & Wfb Regional Bank
Nov 2017 — Present
Education
University of North Carolina at Charlotte
Bachelor’s Degree, Finance
1998 — 2002
Skills
- Consulting
- Relationship Management
- Management
- Investments
- Mortgage Lending
- Home Equity Loans
- Securities Backed Lending
- Small Business Consulting
- Small Business Lending
- Credit
- Treasury Management
- Financial Services
- Commercial Real Estate
- Finance
- Banking
- Home Equity Lines of Credit
- Risk Management
- Regulatory Compliance
- Credit Analysis
- Merchant Services
- Underwriting
- Payroll Services
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