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Travis Herbert is listed as Financial Analyst | Account Manager | Operations Specialist at Morgan Stanley, a company with 78669 employees, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at sba.gov and a matched LinkedIn profile for Travis Herbert.
Travis Herbert previously worked as Financial Services Representative at Morgan Stanley and Paralegal Specialist at U.S. Small Business Administration. Travis Herbert holds Sport Management from Niagara University.
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Bank Operations Executive with 10+ years of experience building relationships, retaining top accounts, growing profit channels, enhancing operational efficiencies, streamlining processes, and achieving departmental and organizational goals in the financial industry. Adept at maintaining high speed, completeness, and accuracy of work while meeting rigid deadlines. Demonstrate success in streamlining existing operations, turning around unprofitable functions, and envisioning new concepts and future trends.Areas of Expertise:Account Management, Operations Management, Account Generation, Financial Analysis, Market Research & Analysis, Process Development, Training & Development, Series 7 certified, Performance Tracking, and NegotiationIndustry Experience:Banking and FinanceFeel free to reach out to me directly on LinkedIn or at therbert135@gmail.com.Have a great day!
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Alpharetta, Georgia, United States
- Series 7 & 63 certified- Assisted with bringing in over $26 million AUM in a 3 month period.- Selected to participate as a peer coach to help teammates begin the consultation process for Morgan Stanley Virtual Advisor offers and services.- Provide excellent customer service by identifying customer needs and determining the best solution for them..
Atlanta, Georgia, United States
- Research and provide interpretation of the disaster loan program's laws, regulations, policies, and standard operating procedures to provide guidance and support to program managers and loan officers.- Review draft loan authorizations for all loans, as required, and for cases involving non-routine conditions, facts or other circumstances.- Ensure loan.
Parsippany, New Jersey, United States
-Enhanced operational efficiency by streamlining and automating processes, including creating and reviewing documents such as EFAs, IPAs, and PPAs.- Created queries and tables using SQL- Facilitated funding and approval of healthcare loans/leases for clients, increasing lending approvals.- Mitigated the risk of bad debt by familiarizing with UCC law and.
Buffalo, New York, United States
- Oversaw the funding and approval process of client consumer loans while verifying compliance with all policies and procedures.- Reviewed documents from car dealerships for accuracy and compliance for multiple states, including New York, Ohio, Maryland, Maine, Pennsylvania, Michigan, and Rhode Island.- Managed and coordinated same-day funding SLA.
Buffalo, New York, United States
- Monitored daily departmental workflow for 8-10 employees to ensure timely completion while maintaining quality standards, consistently meeting departmental and organizational goals.- Released the bank interest in properties once our mortgagor's residential and consumer loans werepaid in full- Maintained knowledge of GSE (FNMA/FHLMC/GNMA), HUD, and MERS.
Depew, New York, United States
- Serviced investor portfolios of foreclosure loans from referral to sale while adhering to the investor, insurer, and government agency guidelines and established Key Performance Indicators.- Prepared and analyzed foreclosure sale bids to verify accuracy and completeness while ensuring compliance with investor and company guidelines.- Identified trends.
Getzville, New York, United States
- Served as a Subject Matter Expert (SME) for the foreclosure department with subsequent day sales and bid process ensuring timeliness and compliance with Investor, Insurer, Agency and company guidelines.- Led foreclosure proceedings in collaboration with attorneys from the beginning stages and up to the foreclosure sale for Connecticut, New Jersey, and.
Buffalo, New York, United States
- Assisted mortgagors with loss mitigation options to cure delinquency - Calculated financials to qualify mortgagor for a loan modification, MHA/Hamp, or repayment plan.- Performed collection activities and customer service for delinquent borrowers.- Researched, prepared documentation, and analyzed requests in accordance with established guidelines while.
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
Ryan Adelman
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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SP
Sathishkumar Paulsamy
Colleague at Morgan StanleyBengaluru, Karnataka, India, India
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NV
Nivedita V
Colleague at Morgan StanleyBengaluru, Karnataka, India, India
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SB
Sarah Berry-Barden
Colleague at Morgan StanleyValrico, Florida, United States, United States
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Morris Franco
Colleague at Morgan StanleyBrooklyn, New York, United States, United States
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JM
Jose Maria Rodriguez, Cfa
Colleague at Morgan StanleyMiami, Florida, United States, United States
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PC
Peyton Cook
Colleague at Morgan StanleyDallas-Fort Worth Metroplex, United States
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JP
Jeff Piwnicki
Colleague at Morgan StanleyGreater Chicago Area, United States
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MJ
Michael Judd
Colleague at Morgan StanleyGreater Boston, United States
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TP
Tasha Plonka
Colleague at Morgan StanleyBrooklyn, New York, United States, United States
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Quick answers generated from the profile data available on this page.
Travis Herbert works for Morgan Stanley.
Travis Herbert is listed as Financial Analyst | Account Manager | Operations Specialist at Morgan Stanley.
AeroLeads has found 1 work email signal at @sba.gov for Travis Herbert at Morgan Stanley.
Travis Herbert is based in Atlanta Metropolitan Area, United States, United States while working with Morgan Stanley.
Travis Herbert has worked for Morgan Stanley, U.S. Small Business Administration, Tiaa Bank, Keybank, and M&T Bank.
Travis Herbert's colleagues at Morgan Stanley include Ryan Adelman, Sathishkumar Paulsamy, Nivedita V, Sarah Berry-Barden, and Morris Franco.
You can use AeroLeads to view verified contact signals for Travis Herbert at Morgan Stanley, including work email, phone, and LinkedIn data when available.
Travis Herbert holds Sport Management from Niagara University.
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