portfolio manager resume example with 15+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary
Effective communicator with sound analytical risk management capabilities; and the ability to manage multiple responsibilities simultaneously in a fast-paced, time sensitive environment. Dedicated, decisive, and detail oriented individual with proven skills and experience in managing a team and in process management. Clear thinker, and active team contributor that establishes trusting relationships through integrity, professional character, and industry expertise.
  • Leadership skills
  • Project management
  • Relationship management
  • Clear Thinker
  • Strong attention to detail and accuracy
  • Strong time management skills
  • Excellent verbal, written, and interpersonal communication skills
Work History
06/2010 to Current
Portfolio Manager Us Bank Lorain, OH,
  • Manage a team of 8+ associates handling a dealer portfolio of 3,000 accounts with credit lines totaling $1.2B in a fast-paced, risk-based corporate environment. Industries supported include Outdoor Products, Agriculture, and Trailer.Responsible for maintaining flow of inventory from Manufacturer to dealer by managing inventory financing for distributors and dealers across the US.
  • Manage all aspects of the portfolio to maintain a high level of customer service, loan administration, risk approvals, managing problem loans and ensuring collateral administration.
  • Develop strong customers relationships and identify opportunities for additional financing.
  • Manage risk through maintaining delinquency within guidelines and portfolio monitoring of stress or trends, participate in portfolio review for distressed accounts. Responsibilities include formulation and report outs of strategy for recovery, restructuring and progress against such strategies.
  • Led several process improvement projects significant in size and scope including the restructuring of the broader portfolio team and introduction to a shared team account handling concept to gain efficiencies.

03/2008 to 06/2010
Account Executive Gtmhub Washington, DC,
  • Relationship Manager responsible for the handling of all operational needs of assigned Manufacturer and Distributor accounts in the West Territory for the Outdoor Products Industry.
  • Handled day to day needs of accounts related to approvals, invoice purchasing, programs, fundings, dealer portfolio, returns and repurchase obligations.
  • Effectively identified opportunities for growth and monitored pricing against competitive threats.
  • Managed risk through financial statement analysis and proactive monitoring of assigned suppliers and their dealer base for signs of financial stress to avoid loss exposure.

01/2006 to 03/2008
Credit Analyst Eaton Corporation California, MD,
  • Performed increase and annual reviews for dealers and suppliers in the Outdoor Products Industry through financial statement analysis, documentation reviews, and proper UCC filings and subordination reviews.
  • Prepared Corporate Risk Management reviews for requested changes, enhancements, and continuation of risk policy or guidelines.
  • Maintained cross functional relationships by leading deal team calls to gain consensus on underwriting decisions and any necessary conditions to mitigate risks.
Expected in 1990 to to
Bachelor of Arts: Economics
University of Wisconsin - Madison - Madison, WI
Community Philanthropy
CDF Charitable Contributions Lead - 2013-2015

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Resume Overview

School Attended

  • University of Wisconsin - Madison

Job Titles Held:

  • Portfolio Manager
  • Account Executive
  • Credit Analyst


  • Bachelor of Arts

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