Travis Cofer
San Antonio, Texas --www.linkedin.com/in/travis-m-cofer
PROFESSIONAL SUMMARY
Dynamic and results-focused senior business to business sales professional with experience in all
phases of the sales process. Which includes communicating with clients to assess needs, training
junior staff, and serving as a subject matter expert to improve operational efficiency. Strong focus
on educating unserved communities on the basics of sound financial literacy. Proven experience in
the Microsoft Office Suite. Able to multi-task with multiple IT systems. Strong motivator and team
player with excellent planning, organizational, and negotiation strengths. Proven ability to lead,
reach consensus, establish goals, and attain results.
EDUCATION
Colorado State University
Bachelor of Science, Accounting
Phi Theta Kap Honor Society
Texas State Board of Education
Certified Business and Finance Grades 6-12
WORK EXPERIENCE
Helping Hand Investment Properties LLC
Owner, Lead Sales Trainer
04/2022-12/2024
• Designed and delivered customized sales training programs for diverse clients, focusing on sales
techniques, customer relationship management, and performance optimization. 24 clients trained
• Conducted in-person workshops, and virtual coaching sessions, and provided real-time feedback
to drive measurable results and improve team productivity. 8 workshops attended.
• Developed interactive learning strategies to enhance communication skills, objection handling,
and deal-closing techniques for individuals and teams. Increased customer retention by an
average of 12%.
Pentagon Federal Credit Union, San Antonio, TX
Consumer Direct Mortgage Loan Officer (NLMS-)
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01/2020-04/2022
Originate first and second trust mortgage loans by assisting the member with completing
an accurate application. Strong focus on structuring loans to provide the best financial
solution for the member. Top three Loan Officers by production with over 1,000
applications completed.
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Collaborate with loan processing, underwriting, and closing staff to clear conditions and
ensure loans are funded to meet contractual closing dates. $100 Million first trust funded
two years in a row.
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Served as subject matter expert/Team Lead, directly responsible for training new hires.
Provided twenty-one 1v1 coaching sessions to deliver foundational learning and share best
practices that led to becoming a successful Loan Officer at PenFed.
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Actively generate leads with real estate partners. Created 41 referrals.
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Collect and analyze member-provided documentation and third-party vendor services to
ensure loans will qualify and meet regulatory, risk, and compliance guidelines. 93% first-go
conditional approval submission.
Wells Fargo Bank, San Antonio, TX
Personal Banker (SAFE)
05/2019-12/2019
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Coordinated with other licensed mortgage and advisor partners to create complex financial
solutions for clients. 40 referrals processed.
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Proactively contacted existing clients with recommendations to help them better achieve
financial success. 10 clients contacted weekly.
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Demonstrated working knowledge as a loan officer by assisting the customer with HELOC,
personal, and business loans, and lines of credit.
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Advised small business customers on credit and Wells Fargo merchant service products to
deepen their relationship with Wells Fargo.
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Increase branch deposit accounts by 8% year to date while providing an excellent
customer experience.
U.S. Army, Killeen, TX
Human Intelligence Team Leader
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07/2015-03/2019
Provided direct oversight to a team of 5 others managing day-to-day operations, equipment,
and interment funds
Provided liaison to represent the capabilities of the team while operating within strict
domestic and foreign partnership regulations
Prepared technical reporting to disseminate information to numerous consumers. Over 150
were reports generated.
Assessed and exploited the motivations and needs of potential clients to influence leads to
provide information to assist in the organizational decision-making process. 127 leads were
generated.
Developed and expanded operations through prospecting and lead generation, thus
increasing the client base and exceeding regional expectations. Qualified over 40 leads.
