Corporate Banking Portfolio Manager Resume Sample

4.6
16 votes
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Elisha Crist
638 Demetrius Summit,  Philadelphia,  PA
+1 (555) 615 5768

Work Experience


Corporate Banking Portfolio Manager
09/2017 - PRESENT
San Francisco, CA
  • Conducting pricing analysis for credit risk incurred to help maintain the bank’s profitability return objectives
  • Engage with the team in actively working with customers to understand each customer’s normal account activity
  • Experience in portfolio management and underwriting in commercial lending at a relevant financial institution, commercial or investment bank
  • Able to add value directly to client and coverage in articulating Regions’ underwriting methods, processes and risk appetite for specific debt products
  • Maintains market knowledge of loan pricing and structural trends to match client needs with Regions’ debt product solutions
Business Capital Corporate Banking Portfolio Manager
01/2013 - 04/2017
Los Angeles, CA
  • Calls jointly on clients with coverage bankers to understand clients’ needs and specific risks to client business
  • Experience in portfolio management and underwriting in corporate lending at a relevant financial institution, commercial or investment bank
  • Accountable for ongoing monitoring and due diligence for credit relationships within assigned portfolio, and addressing all related customer issues
  • Helps develop customer awareness of economic, market, regulatory and banking industry trends with respect to credit in order to set credit quality expectations with the customer
  • Works closely with Relationship Managers in successfully managing their jointly assigned customer relationships
  • Conducts pricing analysis for credit risk incurred in order to help meet bank’s profitability and return objectives
  • Manages an assigned credit portfolio to ensure that all internal risk ratings are accurate and kept timely (i.e., identifies key business issues, performs financial analysis including forecasting, establishing loan covenants and collateral analysis); maintains acceptable credit quality and loan profitability standards
  • Responsible for producing credit display packages which are well written, complete, thorough and adhere to business line and U.S. Bancorp policies and standards
  • Experience in portfolio management and underwriting in commercial lending at a relevant financial institution, commercial or investment bank
Middle Market Corporate Banking Portfolio Manager
12/2008 - 11/2012
Boston, MA
  • Experience in portfolio management and underwriting in commercial lending at a relevant financial institution, commercial or investment bank
  • Extensive knowledge of credit products, in order to capitalize on all opportunities to cross-sell the bank’s products
  • Knowledge of Securities and Investment Management Industries
  • Extensive knowledge of credit products and strong relationship management and business development abilities
  • Corporate Banking Experience
  • Experience and exhibited competency in financial analysis and credit structuring, understanding and applying credit policy, and credit monitoring and risk administration practices

Education


Davenport University - Battle Creek
2002 - 2007
Bachelor's Degree in Management

Professional Skills


  • Ten or more years of Corporate or Commercial Banking Experience or related experience
  • Self starter, enjoying working in an entrepreneurial environment, proven ability in adaptability and problem solving
  • Relevant Commercial Banking experience required
  • Strong PC Proficiency and Microsoft Office applications, advanced knowledge of different financial modeling systems and strong presentation development and delivery skills

How to write Corporate Banking Portfolio Manager Resume

Corporate Banking Portfolio Manager role is responsible for modeling, reporting, security, database, training, credit, microsoft, financial, lending, analysis.
To write great resume for corporate banking portfolio manager job, your resume must include:

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

Contact Information For Corporate Banking Portfolio Manager Resume

The section contact information is important in your corporate banking portfolio manager 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 Corporate Banking Portfolio Manager Resume

The section work experience is an essential part of your corporate banking portfolio manager 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 corporate banking portfolio manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular corporate banking portfolio manager position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Education on a Corporate Banking Portfolio Manager Resume

Make sure to make education a priority on your corporate banking portfolio manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your corporate banking portfolio manager 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 Corporate Banking Portfolio Manager Resume

When listing skills on your corporate banking portfolio manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.

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