Travis Kozlovsky Email & Phone Number

Austin, Tx, Us

Austin, Texas

Manage a multi-million dollar portfolio of small business borrowers, interacting daily with unique applicants, from hundreds of industries throughout the U.S. Gaining an understanding of client financial needs while working through the intricacies of the SBA borrowing process. Focusing high attention to detail making the borrowing process smooth, transparent, and efficient for each unique client. Utilizing unique technology to underwrite business loans in accordance with SBA guidelines. Reviewing, analyzing and verifying financial documents. Communicating financial information in simple, everyday language. Analytical problem solving and creative solution implantation. Developing and building relationships with small business clients, partners, and product teams. Streamlining the loan closing process at a new industry standard revolutionizing small business lending.

Austin, Texas

-Coordinated billing for all group events-Managed A/R accounts to ensure balances were collected within terms -Managed hotel credit by evaluating credit worthiness of prospective organizations

Austin

-Assisted guests with questions about hotel amenities, such as entertainment recommendations -Managed and executed the hotel transportation schedule

San Marcos, Texas

Worked closely with other analyst to manage a million dollar portfolio. During my time in the program I was elected by my peers to be the Fixed Income Manager. In this role I was responsible for managing our fixed income portfolio and presenting our strategy to the McCoy Foundation Board of Directors. I also worked as a financial sector analyst during my time in the program. Methods that were used during the program include: -Used a top down approach to develop and implement an asset management strategy specific to clients’ needs -Conducted extensive research on economic outlook, sector analysis, and security analysis -Presented research to colleagues and faculty -Determined asset allocation between domestic/ foreign equities, fixed income, and cash-Determined over/under/market weights for each domestic sector relative to our benchmark

Austin, Texas

-Responsible for shipping and receiving entire resort-Managed inventory and procurement process for outlet in hotel lobby; Updated store manager and notified management of potential problems -Increased the efficiency of the receiving process, allowing accounts payable team to process invoices faster to receive early payment discounts

Austin, Texas Area

-Contributed to an exceptional golf experience by providing first class customer service to hotel guests -Consistently achieved high customer satisfaction scores

Austin, Texas Area

Bachelor Of Business Administration, Finance

Activities and Societies: Beta Gamma Sigma Honor Society | Phi Kappa Phi Honor Society | Financial Management Association | McCoy College.

Business Administration And Management, General