Travis Lamb Email and Phone Number

Coach and develop team on all aspects of managing a portfolio, including relationship management, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges Hold Business Relationship Managers accountable for understanding the personal financial goals and needs of their business clients and connecting them with specialists who can help meet their financial needs Provide leadership, management, support, direction, and guidance to a team of Business Relationship Managers within a territory in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management Manage performance of individual team members, holding all Business Relationship Managers accountable for achieving business priorities with a focus on client experience and risk management Manage the area’s revenue and profitability and monitor adherence to credit quality, regulatory requirements, and risk protocols; utilize reporting and metrics to monitor team performance, identify trends, and address or escalate issues in a timely mannerBuild collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boardsActively recruit and maintain a pipeline of diverse viable candidates; select, hire, develop and retain top quality talent by creating an inclusive and respectful team environment

Provide leadership, coaching, and mentorship to a team of 15-30 HLA’sSuccessfully have built and demonstrated success in customer satisfaction, compliance, production, quality, and pull through metrics of Home Lending. Comply with all Reg adherences including B, Z, FCRA, Privacy, and Safe Act.Finished #1 on the Scorecard in my respective field the past 5 years2020 Leaders ClubManage a pipeline of up to 600+ loans while handling and resolving all customer escalations with quality and effectiveness Run reporting and analytics to teach, grow, and develop HLA’s by continuously meeting with them about their metrics Assist in projects and work with upper management and sales development to help increase conversion and enhance the daily tasks of a HLA.Engaged on multiple pilots including with LGS, Lending Portal (My Home), Enhanced (HE), as well as Client Loyalty offer and started the Branch Team

Responsible for rolling out and reporting on Mortgage Express, the new processing system for mortgages. Determine what works and work with executives to report what may have bugs to perfect the multi-million dollar program. Liable for overseeing several mortgage related tasks which include, converting both inbound and outbound leads into Prime/FHA mortgage applications. Utilize a consultative selling approach towards customers with the goal of increasing overall sales of first mortgages. Determine the appropriate product for each situation and make recommendations appropriately. Utilize cold calling and other sourcing techniques to increase the pipeline of prospective customers. Successfully exceed all sales and loan volume goals on a consistent basis. NMLS registered

Acted as meeting coordinator for the DAFC (fraud and collections) Board which was a group focused on process improvement and system implementations and was employee of the month twice in 2012. Develop presentations for management in regards to process implementation, budgeting, and project management related issues. Utilized significant analytical skills to provide evaluation and analysis of financial data within a fast-paced and high-stress environment. Ensured that all regulatory, legal, audit and bank requirements are consistently adhered to. Performed independent reviews of suspicious transactions which required specific procedures to be followed and if needed, the development of action plans aimed at reducing organizational exposure. Compiled detailed reports and reviewed lengthy documents and system entries

Responsible for the mass conversion of the purchase of Washington Mutual (WaMu) retail segments. Liaison between the branches and back office to ensure a smooth transfer of millions of customers accounts. Oversaw all daily branch administrative tasks along with the management of complex projects and programs. Assisted customers and concerned citizens about the CRA Public Files when questions arose about Chase’s annual report. Acted as a contact between the organization and high-end customers in order to ensure their continued satisfaction with the organization. Kept abreast of all applicable news related to the Debit Card Ceiling and monitored all press releases and updates. Considered a subject matter expert in a variety of areas which required handling escalated situations in a professional and timely manner

Provided a high level of customer service to both new and existing Financial Advisors (FA’s) in a high-stress environment. Designed and developed creative solutions aimed at addressing complex needs and maintained a keen ability to turn a negative experience into a positive. Assisted FA’s as needed in regards to customer service best practices and relationships management techniques. Worked closely with project management professional in order to design and develop streamlined processes aimed at decreasing inefficiencies within the organization and to maintain existing high valued customers

Oversaw all marketing and advertising related tasks for a small business in the local community. Created comprehensive marketing strategies which focused on marketing to local businesses and schools. Effectively built brand awareness within the community and increases sales through effective cross-marketing of the organization’s services with other services within the community. Developed advertising campaigns meant for internet, billboard, and radio broadcasts. Handled various administrative tasks such as training, budgeting, payroll, and accounting through the utilization of several accounting and bookkeeping related software

Responsible for exhibiting a superior level of customer service in order to maintain positive relationships with several Fortune 500 companies. Built comprehensive sales teams but interviewing and hiring qualified sales professionals and provided continuous coaching and guidance. Played an integral role in a 20% increase in sales in 2005