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Portfolio Monitoring Specialist Resume

Washington, DC


  • Dynamic, reliable proactive and people - driven professional seeking a position that reflects my experience, skills, and personal attributes including dedication, meeting goals, creativity, and teh ability to follow through.
  • Areas of expertise include completing tasks according to strict deadlines and excellent communication skills.


  • Salesforce and AWS
  • Gathering Requirements
  • Financial Analysis
  • SQL Databases
  • HTML
  • CSS
  • JavaScript
  • Python
  • Node.js
  • Docker
  • Kubernetes & OpenShift
  • Django
  • IBM Cloud Foundry


Confidential, Washington, DC

Portfolio Monitoring Specialist


  • Created and assisted teh Project Management Team with defining requirements for project completion
  • Created User Stories to establish teh Who, Wat and Why Created Flow diagrams
  • Used AccessSQL through teh project in order to easily have teh list of customers for training grouped
  • Elicit information from teh stakeholders in order to create teh right ABLSoft Portal, Brainstorming sessions, Document analysis, Focus groups with all those impacted, Interviewing teh lending team and doing side by sides to see how they can also utilize teh system, testing teh system in a Sandbox environment, once perfected, testing a handful of customers, tan training teh internal and external clients and rolling out teh System, and improving teh system
  • Creating a RACI Chart for ABL
  • Create use cases
  • Worked as a team to create teh Gap Analysis
  • Created test plans, test cases and user acceptance test plans Created presentations for C level, lending team and external clients
  • Created and updated change request log as a team Assisted in creating teh Functional Requirements Specification
  • Worked as a team to create teh current state analysis and Business analysis plan
  • Daily Stand Up meetings Biweekly Sprint Planning meetings

Confidential, Washington. DC

Sales Support Specialist


  • Worked as a Salesforce Administrator for teh Middle Market Commercial Card department
  • Created Vendor Match and Lead Generation tools utilizing SQL

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