Your Name
Summary
Accomplished Portfolio Director bringing 18 years of experience and demonstrated successful history of leadership and financial accomplishments. Experience managing and driving change to promote continuous operational improvement. Employed multi-prong strategy to streamline internal systems, enhance revenue, and extend profits.
Overview
22
22
years of professional experience
Work History
Portfolio Manager
Us Government Other Agencies And Independent Organizations
12.2016 - Current
- Provided options to high net worth clients to increase yields and minimize risk.
- Evaluated risk, gauged relative valuations, and identified threats.
- Met with clients regularly to discuss market trends, portfolio adjustments, and performance details.
- Made proactive adjustments to portfolios due to market trends.
- Reviewed and rebalanced client portfolios to adhere to client investment limits.
- Improved profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
- Performed site evaluations, customer surveys, and team audits.
Branch Manager
Service Partners
03.2005 - 11.2016
- Handled employee scheduling, inventory control, delinquency control, and sales analysis.
- Performed credit analysis and managed profit and loss statements.
- Processed home equity loans, personal loans, auto loans, and insurance.
- Held conference calls to discuss business while filling in for DM.
- Coordinated special update and conversion projects and monitored key performance metrics.
- Prepared operational and risk reports detailing financial metrics to help management make proactive decisions.
- Analyzed applicants' financial status, credit, and property evaluation to determine feasibility of granting loans.
Department Manager
University Of California
02.2004 - 03.2005
- Collaborated with staff to maximize customer satisfaction, streamline procedures, and improve bottom-line profitability.
- Kept department on-target to meet sales and profit objectives by minimizing waste and pursuing revenue generation opportunities.
- Monitored supplier operations to verify quality, delivery schedules, and conformance to contract specifications.
- Performed opening and closing duties as part of management team, including cash management.
- Determined performance goals for departmental employees and provided feedback on methods for reaching milestones.
Customer Service Representative
Mercantile Bank Corporation
06.2002 - 02.2004
- Handled personal loans, real estate loans, and auto loans based on 5 C's and credit analysis.
- Assessed customer needs and upsold products and services to maximize sales.
- Informed customers about billing procedures, processed payments, and provided payment option set-up assistance.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Evaluated customer account information to assess current issues and determine potential solutions.
- Inspected financial statements, credit information, and title data to complete underwriting process.
Education
Bachelor of Science - Business Management & Communications
Penn Foster College
2022
High School Diploma -
Seagoville High School
Seagoville, Texas2002
Skills
- Credit analysis
- Mortgage lending and underwriting
- Financial statements
- Staff development
- Client relationship management
- Market analysis
- Inventory management
- Business operations
- Operational oversight
- Brand management
Timeline
Portfolio Manager
Us Government Other Agencies And Independent Organizations
12.2016 - Current
Branch Manager
Service Partners
03.2005 - 11.2016
Department Manager
University Of California
02.2004 - 03.2005
Customer Service Representative
Mercantile Bank Corporation
06.2002 - 02.2004
Bachelor of Science - Business Management & Communications
Penn Foster College
High School Diploma -
Seagoville High School
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