Small Business Portfolio Manager Resume Example
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SMALL BUSINESS PORTFOLIO MANAGER
Summary
- Experienced professional with 17 years in banking and diverse career background of retail banking and credit.
- Excellent interpersonal, analytical, and organizational skills
- Excels at interfacing with others at all levels to ensure organizational goals are attained
- Effective leader with the skills necessary to direct, train, and motivate staff to its fullest potential
Accomplishments
- 2010 eWomen Network Emerging Leader Finalist
- 2011 Mark Winner for top Branch Manager for exceeding loans, deposit, and Treasury Management goals
- 2013 Chosen to complete Officer Candidate Program by executive management
Experience
12/2014 to Current
Small Business Portfolio ManagerBank Of Blue Valley － Breckenridge , TXCentralize monitoring of a loan portfolio for credit quality and performance. Conducts reviews of existing customer lines of credit and maturing loans for renewal determination. Administers and services SBA loans for the life of the loans. Identifies sales opportunities within existing portfolio and recommends appropriate products and services to bank customers.
03/2014 to 12/2014
Commercial Portfolio ManagerBmo － Valparaiso , INAssist business owners with financing needs – equipment, commercial real estate, working capital, etc. Help clients optimize their cash flow through Treasury Management products. Customer service oriented providing consistent follow up contact to clients.
08/2007 to 01/2013
Branch Manager Brightspring Health Services － Opelousas , LA
Acquired, retained, and expanded new and existing customer relationships by providing a positive account experience.
Strong knowledge of sales process including profiling, follow up, consulting, and networking.
Developed and coached a strong sales staff with proven experience in cross sales
Education
2011
MBA: AccountingGrand Canyon University － City, State
2005
Bachelor of Science: Global Business Arizona State University － City, StateMinor in Spanish
Community Service
2014-Current Generations Family Church
- Youth Leader from 6th -12th grade
2010-2012 Neighborhood Housing Services of Southwestern Maricopa County- Board Treasurer from 2011-2012
- Received Board Training from Neighborworks
2009-2010 Southwest Valley Literacy Association
- Volunteered weekly as a tutor teaching English to adults
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Resume Overview
School Attended
- Grand Canyon University
- Arizona State University
Job Titles Held:
- Small Business Portfolio Manager
- Commercial Portfolio Manager
- Branch Manager
Degrees
- MBA : Accounting
Bachelor of Science : Global Business
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