Portfolio Management Officer, / Officer Resume Sample

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Nicole Denesik
5673 Jake Brooks,  Boston, MA
+1 (555) 401 5574

Work Experience

Senior Portfolio Management Officer
10/2015 - PRESENT
Chicago, IL
  • The incumbent requires a solid understanding of equipment leasing including documentation, pricing, accounting procedures, tax and legal ramifications and the special policies applicable to the Bank so that they effectively respond to all Branch queries
  • He/she requires a solid knowledge of several computer software applications such as Microsoft Office, T-Value, Infolease and Lotus Notes
  • Solid experience in financial analysis, structuring, underwriting and portfolio management
  • Experience with a financial institutions portfolio
  • Completion of Commercial Credit Training Program
  • Strong understanding of credit risk, ability to balance risk and reward for the bank
  • General understanding of financial analysis, structuring and underwriting
Portfolio Management Officer
01/2012 - 05/2015
Chicago, IL
  • Providing technical advice and supporting the development of IDBG Country Strategies, the IIC’s multi-year Business Plans and evaluations in relation to financial markets
  • Underwriting complex credit transactions with minimal oversight from the CPO and also approves credit transactions with some coaching from the CPO/CPM based on approval grid
  • Leading the credit approval process with assistance from the CPM as needed for clients without CPO coverage and is an active participant with the CPO in credit approval process for complex clients/transactions
  • Leading documentation and closing for straightforward credit transactions and has an active role with the CPO in documentation and closing for complex transactions
  • Providing ongoing management and primary accountability for all monitoring and maintenance activities on an assigned portfolio, including a higher composition of complex client relationships
  • Hold primary accountability for all monitoring and maintenance activities on an assigned client base primarily larger/complex client relationships
  • Monitoring clients’ operating performance and financial condition to proactively identify issues and opportunities
  • Provide ongoing coaching and support to other Credit Products team members
PCG Portfolio Management Officer
01/2008 - 11/2011
San Francisco, CA
  • Interpret customer queries to determine appropriate solutions
  • Re-structuring transactions, including the negotiating of appropriate repayment terms, preparation of amortization schedules, and verification of credit authorizations
  • Preparation of documentation for all Lease/CSC mid-term and end of lease adjustments
  • Supports, guides and educates the Branch/BSC personnel with their roles and responsibilities around the administration of the Scotia Leasing portfolio, include the handling of reports and problem accounts
  • Follow procedures for Lease transfers, Name Changes, Substitutions, ABC Options, Early terminations, Amendment Agreements, Extension Agreements, and Conversion Agreements, etc
  • Monitors delinquent accounts and follows with Branch/BSC, External personnel or Special Accounts Units for collections of payments
  • Reviews and implements all procedures as documented in the appropriate vendor/third party relationship programs
  • Analyses lease documentation to determine credit requirement for mid-term adjustments


National American University - Albuquerque Campus
2002 - 2007
Bs/ba's Degree in Management

Professional Skills

  • Strong analytical and technical skills including financial accounting, modeling and loan structuring
  • Understanding of financial statement review/solid analytical skills
  • Verbal, written communication and client servicing skills, which meets BOHC’s established standards
  • Prior experience ina high volume production environment
  • Superior credit andcustomer relationship skills in the commercial
  • Solid experience in general commercial credit analysis including underwriting, structuring, documentation, and portfolio management
  • 5+ yrs of solid experience in financial analysis, structuring, underwriting and portfolio management at the Middle Market level

How to write Portfolio Management Officer, / Officer Resume

Portfolio Management Officer, / Officer role is responsible for financial, modeling, credit, loan, commercial, underwriting, general, accounting, portfolio, analytical.
To write great resume for portfolio management officer, / officer job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Portfolio Management Officer, / Officer Resume

The section contact information is important in your portfolio management officer, / officer resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Portfolio Management Officer, / Officer Resume

The section work experience is an essential part of your portfolio management officer, / officer resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous portfolio management officer, / officer responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular portfolio management officer, / officer position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Portfolio Management Officer, / Officer resume experience can include:

  • Structuringcommercial deals up to $20 million. Formal commercialcredit training OR equivalent work experience
  • Formal commercial credit training OR equivalent work experience
  • Agriculture underwriting experience required
  • Prior approval signature authority
  • Proven sales results through client acquisition, expansion and retention
  • Real estate finance or asset management experience

Education on a Portfolio Management Officer, / Officer Resume

Make sure to make education a priority on your portfolio management officer, / officer resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your portfolio management officer, / officer experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Portfolio Management Officer, / Officer Resume

When listing skills on your portfolio management officer, / officer resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical portfolio management officer, / officer skills:

  • Excellent communication skills Strong team player
  • Prior experience in a high-volume environment Prior approval signature authority
  • Solid experience in financial analysis, structuring, underwriting and portfolio management
  • Solid experience in financial analysis, structuring, underwriting and portfolio management at the Middle Market level
  • 5+ yrs of solid experience in financial analysis, structuring, underwriting and portfolio management at the
  • Solid experience in financial analysis and portfolio management

List of Typical Skills For a Portfolio Management Officer, / Officer Resume


Skills For Portfolio Management Officer Resume

  • Solid experience in financial analysis, credit structuring and underwriting, portfolio management, financial accounting and modeling, and strong communication skills
  • Explain and defend sponsor/borrower financial analysis, including the underwriting thesis, key credit risks and mitigants, financial modeling, and transaction returns to manager and senior bank executives
  • Experience in the Commercial Real Estate-Community Development Lending industry
  • Commercial real estate credit experience
  • Real estate finance or asset management experience
  • Experience in an applicable risk management environment

Skills For Programme & Portfolio Management Officer Resume

  • Commercial Real Estate credit experience is required
  • General understanding of financial analysis, structuring, and underwriting
  • Native American and Gaming lending helpful
  • Basic Commerical Lending Training
  • The incumbent is responsible for managing all transactional change requirements in the portfolio
  • Conducts financial and credit risk assessment

Skills For Senior Portfolio Management Officer Resume

  • Issues payout calculations for internal and external customers
  • Provides bank confirmations and balance inquiries to internal and external customers
  • Liaises with Legal Counsel to obtain legal opinions on a wide variety of complex and unique situations
  • Processes the Options Due Report and follows for receipt of payment or renewal of second rent period
  • Prepares purchase option letters and liaises with Branch/BSC on receipt of payment
  • Proficient computer navigation skills using a variety of software packages, including Microsoft Office applications and word processing, spreadsheets, databases, and presentations

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