small business portfolio manager resume example with 12+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • 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
  • 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
Small Business Portfolio Manager, 11/2014 to Current
Bank Of Blue ValleyBreckenridge, TX,
Centralize 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.
Commercial Portfolio Manager, 02/2014 to 11/2014
BmoValparaiso, IN,
Assist 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.
Branch Manager , 07/2007 to 2013
Brightspring Health ServicesOpelousas, 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
MBA: Accounting, Expected in 2011
Grand Canyon University - Phoenix, AZ
Bachelor of Science: Global Business , Expected in 2005
Arizona State University - Tempe, AZ
Minor 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


  • MBA
  • Bachelor of Science

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