Travis D. Geddis

**** ***** ***

Chicago, IL ****9

ad4e2l@r.postjobfree.com:ad4e2l@r.postjobfree.com

708-***-****

SUMMARY OF QUALIFICATIONS:

●Energetic, motivated professional with 19 years in financial services;

●Experienced in handling highly developed business negotiations, cultivating strategic business joint ventures and managing the transaction to completion;

●Proficient at using Microsoft Excel and experienced in desktop underwriting utilizing Direct Underwriting and Loan Perspectives software;

●Strong organizational, problem-solving, multi-tasking, and time-management skills;

●Dedicated to maintaining high ethical standards and providing outstanding customer service.

EDUCATION:

Keller Graduate School of Management, Chicago, Illinois

Master of Accounting and Financial Management, June, 2015, with Distinction, GPA: 3.98

St. Francis University, Joliet, Illinois

Bachelor of Science in Business Management, May, 1991

PROFESSIONAL EXPERIENCE:

Contain Holdings, LLC, Chicago, Illinois 2015 - Present, Chief Financial Officer

Responsibilities includes presenting and reporting accurate and timely historical financial information of the company

Develop finance organizational strategies by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction; establishing functional objectives in line with organizational objectives

Establish finance operational strategies by evaluating trends; establishing critical measurements; determining production, productivity, quality, and customer-service strategies; designing systems; accumulating resources; resolving problems; implementing change

Develop organization prospects by studying economic trends and revenue opportunities; projecting acquisition and expansion prospects; analyzing organization operations; identifying opportunities for improvement, cost reduction, and systems enhancement; accumulating capital to fund expansion

Develop financial strategies by forecasting capital, facilities, and staff requirements; identifying monetary resources; developing action plans

Monitor financial performance by measuring and analyzing results; initiating corrective actions; minimizing the impact of variances

Maximize return on invested funds by identifying investment opportunities; maintaining relationships with the investment community

Report financial status by developing forecasts; reporting results; analyzing variances; developing improvements

Accomplishes finance and organization mission by completing related results as needed

Relevant Healthcare, LLC, Chicago, Illinois 2015 - Present; Consultant

Reorganize current internal budget and develop spreadsheets of detailed expenditures.

Participate in past budget activities

Make budget recommendations as needed

Performed financial analysis and reporting activities

Review the accounting procedures and recommended improvements

Perform financial analysis to support business development planning

Create and maintain financial models to achieve set goals

Identify potential customers for new business opportunities

Guide and motivate finance team to enhance productivity and revenue

Carrying out financial modelling, then developing and presenting appropriate financial solutions

Serin Trading LLC, Dallas, Texas; October 2010 – 2015; Chief Financial Officer

●Designing complicated Excel spreadsheets and financial models

●Preparing and presenting of business analysis to executive management utilizing ROI and NPV analysis

●Analysis of operational and strategic objectives

●Preparation and analysis of monthly and annual forecasts

●Preparation and valuation of monthly and annual actual financial performance against budgets

●Analysis of cash flow and financial statements

●Review of market research and valuation analysis

●Preparation and interpretation of reports, budgets, accounts, commentaries and financial statements

●participated in strategic analysis, and assisting with strategic planning, production of long-term business plans

●Researched pricing, competitors and factors affecting performance

●Recommended controls on income, cash flow and expenditure

●Business modeling and risk assessments

Palace Home Mortgage Corporation, Chicago, Illinois; July 1998 - October 2010; Vice–President and Senior Commercial Loan Officer

●Conducted sales presentations to update Commercial realtors, attorneys, accountants, financial advisers and builders on available loan products and any current financial programs used to increase profit margin

●Prepared Builder/Realtor organizations in order to maintain visibility in the marketplace

●Created the sound growth, financing for Land Developing, created Capital Structures for Developers operations, profitability and risk management of an assigned market area through the execution of real estate business development activities

●Translated strategies into clear objectives and tactics that add value toward the strategic direction of the Palace Home Mortgage

●Established the structure of $10 to $100 million in loans, including pricing, terms and duration in accordance with the customer relationship and Banks and other financial organizations credit philosophies

●Responsible for ongoing portfolio management of relationships including identification and documentation of problem loans, policy exceptions, grade changes, annual reviews, watch list reviews, and/or special reviews that may be required; and

●Developed and maintained credit facilities to quality in an effort to minimize exceptions, prevent past dues and charge offs

Family Dynamics, Inc., Chicago, Illinois; July 1998 - March 2002; Director of Transitional Housing.

●Relocated the Lawndale, State Way Gardens, Henry Horner, and Cabrini Green residents from the public sector housing to the private sector scattered site housing

●Managed a staff of 15 Transitional Agents on day-to-day duties

●Located landlords and rental apartments suitable for clients

●Prepared monthly budgets for presentation to the Board of Directors

●Conducted performance evaluations with each member of the transitional staff

●Participated in appointments with staff to establish and maintain relationships with clients

●Worked as a part of The Family Dynamic’s team with all other off-site housing case managers/ resident a

●Developed and maintaining housing case plans for each individual based on individual’s needs

●Assisted Housing Resource Specialist to Develop and maintain community low-income housing resource list; Assisted Housing Resource Specialist to Develop and maintain relationships with prospective landlords to house individuals

Regency Savings Bank, Naperville, Illinois; August 1995 – July 1996; Commercial Officer.

●Performed pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends

●Gathered and analyzed all information necessary to present a financing request to senior management or Loan Committee for approval; met with existing or potential customers; visited sites of loans for new commercial and residential business; negotiate loan terms and conditions

●Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within his or her portfolio;

●Evaluated credit worthiness and prepared files for underwriting

●Advised clients on the best strategy to acquire commercial/residential property

●Created marketing and sales presentations for banks, law firms, and real estate firms

●Managed a personal pipeline of $500 million dollars by meeting with processors, directors, and owners of the Bank

●Maintained constant contact with loan processors to assure adequate management

●Generated over 5 million dollars a month in loan volume

●Closed 2.5 million dollars a month in loan volume

●Communicated updates on business sales calls to realtors, builders, attorneys, and accountants

First Midwest Bank NA Joliet, Illinois; August 1993 – July 1995; Community Reinvestment Officer.

●Researched, analyzed and interpreted all applicable CRA regulations and statues and implement changes to and/or enhance existing policies and procedures

●Coordinated, documented and reviewed lending, investment and service activities

●Periodically reviewed the Bank’s assessment area to ensure reasonableness of the delineation

●Ensured compliance with the CRA data collection, reporting, and disclosure requirements

●Maintained relevant CRA reports and files, including data and documentation

●Created and updated CRA Policy and related documents including maintaining the public CRA file

●Identified opportunities for CRA Investments, Donations and Community Development loans; and

●Analyzed current demographic data, determine the appropriateness of existing products and services, and recommend changes to management where necessary

References upon request

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