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Travis Lohrer is a seasoned project management professional with 8+ years of experience in finance, process improvement, and leadership. He has a strong background in analysis, training, and relationship management. Travis has worked with top companies like BMO Harris Bank and GE Capital, providing expertise in cash accounting, compliance, and process control. Travis holds a Bachelor's degree in Management Information Systems from Mount Mercy College and certifications in SQL and Data Analytics from Kirkwood Community College and Six Sigma Global Institute.

Credentials

  • SQL Certificate Series
    Kirkwood Community College
    Nov, 2021
    - May, 2026
  • Data Analytics
    Six Sigma Global Institute
    Oct, 2021
    - May, 2026

Experience

  • BMO Harris Bank
    • Cedar Rapids, Iowa Area
    • Cash Accounting Analyst
      • Jul 2016 - Present
      • Cedar Rapids, Iowa Area

      Project lead for team initiatives. Compliance and process control point of contact. Bank account reconciliations aligning to regulatory policies. End user systems testing. Reporting and analytics. Process documentation.

    • Cash Accounting Analyst
      • Apr 2014 - Jun 2016

      •Subject matter expert for business and system conversions.•Reporting and analytics for Cash teams.•Liaison/escalation point for Canada business office regarding process reviews and quality.•Bank account reconciliations aligning to regulatory policies.•Process and control audits.•Process documentation.•Support incoming cash on Mexico, Canada, and U.S. platforms.•Onboarding training.

    • Cash Compliance Specialist
      • Jan 2013 - Apr 2014

      •Liaison/escalation point for Mexico fleet business.•Process documentation.•Account payment reconciliations.•Account receivables research.•Onboarding training.

    • Account Resolution Specialist
      • Oct 2008 - Dec 2012

      •Resolution of delinquent commercial accounts across Federal/State Government, Healthcare, and Office Imaging platforms.•Coordinate departments for customer and account issue resolution.•Account payment research.•Process documentation.•Onboarding training.

Education

  • 2011 - 2014
    Mount Mercy College

Suggested Services

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Industry Focus. “Accounting and Auditing”

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