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Portfolio Manager Resume

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UsportfoliO

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PROFESSIONAL SUMMARY
Detail oriented, results driven professional with excellent customer service, verbal and written communication skills. Analytical and organized with a proven ability to achieve and excel in high pressured environments. Seeking to obtain a position in a financial sector as a Mortgage Loan Processor wherein my abilities and skills will be utilized towards the growth of the organization.

Technical Skills
MS Excel Highly skilled in the use of Microsoft Office, Word Access, Word, Excel & PowerPoint, Microsoft Outlook, Encompass, Oracle, Netscape, Typing 50 wpm, AS400,Calyx, and Internet Explorer

PROFESSIONAL EXPERIENCE

Confidential,07/2010- Present
Portfolio Manager
• Responsible for maintaining a portfolio of collection and overdraft accounts
• Responsible for research and resolution of misapplied or un-applied payments
• Accepted and posted payments
• Tracked and coded misapplied payments
• Maintained tracking of exception items
• Responsible for processing payment adjustments

Confidential,03/2008 - 07/2010
Loan Processor

  • Negotiated work out loan agreements
  • Prepared credit reports indicating loan growth and quality trends
  • Conforming & Nonconforming Loans, FRMs, ARMs, GPMs, Jumbo Loans, Fannie Mae & Freddie Mac Guidelines, FHA, VA, USDA Rural Development Loans,
  • Thorough in gathering borrower information, verifying loan documents and reviewing file documentation to guide each loan from preapproval to closing.
  • Ensure compliance with company policies, underwriting guidelines and lending-program requirements.

Confidential,10/2006 - 01/2008
Front End Account Manager
• Responsible for initiating outbound collection/contact calls to delinquent borrowers
• Negotiated payment arrangements
• Identified misapplied payments
• Accepted and posted payments

Confidential,11/2003 - 09/2006
Customer Service Representative
• Responsible for receiving and resolving customer complaints
• Researched and resolved billing and payment inquiries
• Processed payments and payment extension requests

Confidential,07/2000 - 09/2003
Benefits Specialist
• Received incoming calls from Medicaid recipients
• Assisted patients with appointments and plan coverage
• Processed internal referrals
• Data Entry
EDUCATION
Confidential,School, Dallas TX 2000
Diploma

Confidential,University Degree in Psychology
Est. Graduation Date 2014

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