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Portfolio Manager Resume Example

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PORTFOLIO MANAGER
Summary

Senior Relationship Manager with 10 years of financial and strategic planning experience. Accomplished Financial Officer with a successful banking background specializing in team management, fostering relationships and managing client portfolio's. Extensive experience analyzing credit and underwriting loan originations. Proficiencies include consumer, small business and commercial real-estate.

Proven track record of leading high-performance teams to meet or exceed objectives with a customer centric focus. Dedicated and hardworking with internal drive to deliver excellence. Tactical team builder that facilitates learning and development ongoing training. Recognized for assessing operational needs and developing solutions to increase efficiency, improve revenues, and drive excellent customer satisfaction ratings. Well-organized with excellent leadership skills and talents.

Skills
  • Ability to coach teams, exceed departmental objectives, motivate, and provide performance feedback, all in a fast-paced and ever changing environment
  • Certified Mortgage Loan Originator
  • Credit report and credit check analyst
  • Financial planning and advice with debt and credit management
  • Desktop Underwriter expert
  • Excellent verbal and written communication
  • Relationship fostering and client account management
  • Highly motivated, positive energy team player
  • Book of Business, project and team management
  • Strong CRM and Microsoft office software skills
  • Excellent attention to detail and organization
  • Ability to manage and prioritize multiple tasks
  • Superior consulting and negotiating abilities with emotional intelligence
  • Takes initiative, disciplined, and adaptable
  • Innovative and creative problem solving
  • Strong sense of banking ethics
  • Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
  • Internal auditing and compliance oversight
  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Experience
Portfolio Manager
September 2019 to CurrentCompany Name － City, State
  • Developed and managed a high-performing team of customer experience advisors which consistently exceeded departmental goals, driving revenue and market expansion.
  • Ensured team focus and critical understanding of client business needs to provide optimal solutions and customer satisfaction.
  • Formed and sustained a strategic relationship with clients, meeting on a regular basis to discuss market trends, portfolio adjustments and performance details.
  • Recruited, identified, and developed agents; implemented training and standards of care programs to successfully exceed retention targets.
  • Recommended methodical solutions to increase yields and reduce risk exposure in a fast paced ever changing environment.
  • Prepared financial and regulatory reports required by laws, regulations or boards of directors.
  • Reported to COO with the production of the monthly financials, management reports and board packages.
  • Maintained confidential agent communications, such as pay rates, bonus targets and pay grades with weekly completion of timecard verification.
  • Created, promoted monthly initiatives as contest directly enhancing KPI's.
  • Documented and reported department budgets and monthly expenses with accuracy and transparency.
  • Provided agent performance reviews and agent improvement strategies with milestone progression reporting to exceed client expectations.
  • Evaluated operational trends and made proactive strategy adjustments to maintain alignment between performances and objectives.
  • Determined efficient work schedules for team on a daily basis to keep project moving and each shift properly staffed.
  • Managed daily operations, including supervision and assignment delegation for 30 - member team facilitating exceptional performance results.
  • Served between multiple lines of business and helped coordinate interdepartmental interactions to streamline client correspondence and enhance company efficiency.
  • Communicated disciplinary actions, attendance management, and warnings incoordination with HR.
  • Served between multiple lines of business and helped coordinate interdepartmental interactions to streamline client correspondence and enhance company efficiency.
  • Facilitated individual coaching sessions with agents to exceed department goals for productivity, metrics, and customer experience ratings.
  • Aided senior leadership during executive decision-making process, generating daily bond Excel reports to recommend corrective actions and improvements.
  • Collected customer feedback and recommended procedural or product changes to enhance future experiences.
  • Met with clients to ascertain needs and develop plans which address current and long-term goals.
Senior Relationship Manager
November 2012 to August 2019Company Name － City, State
  • Managed extensive client portfolio of with annual revenues exceeding $100 million dollars.
  • Sourced, hired and trained top talent with ongoing coaching and feedback, recognizing and developing them as personal bankers to identify and manage risks.
  • Lead a team of consultants to exceed targeted performance metrics and quality assurance expectations.
  • Created, promoted campaigns and quarterly contests to achieve company, departmental goals.
  • Coordinated and built meaningful relationships with internal and external business partners streamlining various channel processes.
  • Provided white glove treatment during onboarding phase to affluent and ultra-high value clients generating over $5 million in new loans per quarter.
  • Managed highly visible projects and served as liaison between multiple lines of business.
  • Recruited and retained top talent, provided ongoing training for personal development with curriculum aimed to increase financial literacy.
  • Effectively managed team members to meet and comply with all regulatory and legal requirements while providing industry-leading customer experiences.
  • Reviewed, tracked and monitoring reports (such as talk times, contacts, accounts opened, cross referrals, etc.) for efficiency and sales improvement opportunities.
  • Completed internal banker audits providing regulatory oversight and feedback sessions for coaching.
  • Held monthly business reviews delivering individual development plans with visual summaries for personal bankers, identified client follow-ups.
  • Assisted team of senior-level credit officers with complex loan application underwriting decisioning.
  • Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Analyzed clients financial status, creditworthiness and property value to determine borrowing options for team of consultants.
  • Created quarterly financial reports of national commercial real estate transactions, delivered financial statements, lease reviews and market analysis.
  • Provided financial planning and advice to consultants, analyzed applicable policies and procedures to ensure financial integrity of their potential borrowers.
  • Supervised teams preparation of loan documents, utilized applicable financial models for case studies and presentations.
  • Played instrumental roles in launching 4 new product and services from concept to implementation.
  • Lead team with integrity and created an environment where team members felt included, valued, and supported to do work that energized them.
Sales and Marketing Manager
March 2010 to November 2012Company Name － City, State
  • Digitally and physically marketed to residential and commercial prospects resulting in over 2,200 sales and 50 new contracts.
  • Controlled the release of proprietary and confidential information for client list.
  • Worked closely with respective owners for financial review and fiscal research of company growth.
  • Managed logistics of projects and communicated directional support to 16 employees.
  • Tracked customer behaviors, market trends and online presence, using data to make proactive adjustments to sales procedures and targets.
  • Used discretion and sound judgment in using company materials and supplies.
  • Determined customer needs through careful and active listening skills and identified appropriate solutions within anticipated price range
  • Managed canvassing strategies to generate appointments for outside sales team
  • Oversaw inventory purchases and sales contracts to keep records current and compliant
  • Addressed customer complaints quickly to drive satisfaction and adjusted operational strategies to reduce issues
  • Spearheaded implementation, execution and growth of business channel partner program
  • Motivated and mentored employees to increase knowledge, skills and career potential within company
  • Motivated and mentored employees to increase knowledge, skills and career potential within company.
  • Managed canvassing strategies to generate appointments for outside sales team.
  • Directed sales team on closing through combination of expertise, resources, data analysis and strategic techniques.
  • Supervised employees to ensure optimal productivity to drive client retention.
Education and Training
Equivalent Field and Work Experience : Certified Mortgage Loan Originator, 2019Nationwide Multistate Licensing System － City

NMLS ID: 1006878

Annual training and re-certification.

BBA : Middle Market SectorFinancial Immersion － City
  • Completed 2000 Professional Development hours in Consumer and Business Finance.
  • Completion of 200 Continued Education Units in economics, finance and business.
  • All CEU's, PDH's gained through completion of the respective certification course.
  • Completion of Financial Educators training and psychology standards of care.
Activities and Honors

Recognized Banker of the Year 2017.

Recipient of Star Performer Award 2018.

Awarded Banker of the Month 40 times for sales profit growth 2015-2019.

16 time Quarterly Champion for sales, revenue and loan volume.

100% Quality Assurance rating 2016-2019.

Promoted to "Rising Star" leadership program 2016.

Received Gallup "World Class Customer Service" certificate 2015-2019.

Recipient of "Rising Star" award November 2019.

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Resume Overview

School Attended

  • Nationwide Multistate Licensing System
  • Financial Immersion

Job Titles Held:

  • Portfolio Manager
  • Senior Relationship Manager
  • Sales and Marketing Manager

Degrees

  • Equivalent Field and Work Experience : Certified Mortgage Loan Originator , 2019
    BBA : Middle Market Sector

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