According to Citizens~Union Savings Bank president and chief executive officer, Nicholas Christ, Roberta Travis has been appointed as mortgage loan officer. Travis brings 20 years of mortgage experience to her new role.
As mortgage loan officer, Travis will be responsible for originating mortgages and equity loans, maintaining a thorough understanding of Fannie Mae guidelines, and ensuring compliance with Citizens~Union loan policies as well as all state and federal regulations.
Prior to her new position, she most recently served as correspondent sales manager at Bristol County Savings Bank. Travis also served as loan officer during her tenure with Compass Bank/Sovereign Bank
Travis resides in Swansea, Massachusetts with her husband Peter and two children. She holds an associates degree from Bristol Community College, and has completed several courses in Business Management at Roger Williams College in Bristol, R.I. Travis is a strong community advocate and volunteers her time with several local organizations.
Citizens~Union Savings Bank, with nine offices in southeastern Massachusetts and Rhode Island, offers a wide range of financial services including deposit and loan products, investment management, trust, insurance and brokerage services to consumers and businesses. Its affiliates include Citizens~Union Financial Services, offering stocks, bonds, mutual funds, annuities and college savings plans; and Partners Insurance Group, LLC, an independent agency representing several insurance companies that provide coverage for automobile, home, life and business.