Travis works alongside prospective Borrowers, guiding them through the underwriting process: inclusive of due diligence, credit approval, and legal documentation, in order to make for a smooth transition toward closing for the Borrower. Travis also assists existing clients in renewals, line increases, and other financing requests as needs arise.
Travis began his career in operations for Bibby Financial Services, later being promoted to an Account Executive role, managing a portfolio of lower and lower-middle market commercial clients across various industries. Responsibilities there included collateral monitoring, managing funding requests, and assisting clients with renewals and amendments to their legal agreements. Travis later moved on to an underwriting role with Wells Fargo Capital Finance, underwriting and managing the due diligence, compliance, and legal documentation functions for prospective borrowers in the lower to lower-middle market for the better part of the next decade. Travis’s experience at Wells Fargo Capital Finance included underwriting working capital lines of credit, capital structure refinancing, loan renewals, line extensions, as well as merger and acquisition financing.
Travis’s accomplishments include several recognition and achievement awards for exceptional client service, creative strategizing for closing deals, systems changes, and numerous recognition awards related to the achievement of closing goals and other special projects.
Travis received his Bachelors of Science in Business Administration with an emphasis in Finance from the University of Missouri at St. Louis, as well as his MBA from Webster University in St. Louis.