Travis Lee

Email: ad02zb@r.postjobfree.com Mobile: 972-***-****

--Professional Experience--

Business Operations Manager – JC Data Solutions Mar ‘22 – Dec ‘22

Manage funds and document distribution for client companies involved in Oil & Gas energy production by implementing various process improvement practices related to the accounting services provided to the clients in order to help scale their business operations with technology, automation and outsourcing.

Communicate with key client stakeholders about how to implement different ways to better exchange, track, and monitor the data being used for the various contracted services provided by JC Data.

Sales Operations Analyst – Omnitracs (6-month contract) Jun ‘18 – Jan ‘19

Short term project to ensure the accurate transfer of data between the old Salesforce platform and the current one. Data related to purchased assets and important contract details which need to match the billing data reported in a separate Oracle database.

Identified & recorded inconsistencies between platforms via Excel. Assisted with the re-mapping of all excel data in order to guarantee a successful data merger between the two Salesforce platforms.

Compliance Data Analyst – Tenet Healthcare (3-month contract) Feb ‘18 – Apr ‘18

Gathered contact information for Tenet’s 29K plus vendors and map data into excel for updating their profile to distribute a vendor risk assessment, as required by a new anti-kick-back law.

Evaluate and approve vendors after their assessment results from Compliance 360 have determined if their continued business relationship with Tenet poses any potential risks concerning the new law.

IT Data Analyst II – MoneyGram International Aug ‘17 – Jan ‘18

Generated standard reports using WPS(SAS) for summarizing key metrics on transactions between different locations to assist in the development of new marketing campaigns.

Managed all current extract requests for various marketing campaigns via Salesforce.

Facilitated weekly meetings between approval committee members to discuss the status of pending extract requests to address any road blocks during various stages of the approval process.

Operations Analyst – Genpact Mortgage Services Jun ‘15 – Jul ‘17

Process improvement team for Genpact’s mortgage division working for multiple client mortgage companies where I tracked and analyzed data involved with various stages of the loan origination process.

Utilized a wide range of analytical techniques analyzing data related to day-to-day business practices and the overall impact made on client’s operations during various stages of the loan origination life cycle.

Managed, manipulated, and analyzed data summarizing information related to multiple CPI / KPI metrics dealing with different stages of the loan origination process via Encompass loan origination software.

Developed and presented status reports to key stakeholders showing the results of their contracted SLAs.

Reporting Analyst – Torchmark Corp. (Sales Admin Support Team) Aug ‘13 – Apr ‘15

Tracked and analyzed the data of insurance agent’s production across 57 separate insurance agencies. Produced standard weekly, daily, and ad-hoc reports management.

Managed procedures for 60+ reports & deliverables our Sales Administration team was responsible for.

Responsible for producing new sales reports, as well as any special reports as needed by management.

--Software Skills & Experience--

Excel (+Macros), Access, PowerPoint, Project

QlikView, SharePoint, Salesforce,

SQL Queries, SAS/WPS, Oracle, Cognos

Encompass (Loan Origination Software)

Mortgage compliance & Regulations

Customer Account management

--Education & Certifications--

University of North Texas

B.B.A Decision Sciences (Business Statistics & Analytics) Dec ‘12

2 SQL Certifications (Advanced Strategies & Techniques) Apr ‘17