AMANDA HELGESON
Park City,UT
Summary
Knowledgeable Risk Manager equipped with strategic planning and program leadership abilities honed in regulated Banking and Finance industry environments. Effective in training team members to proactively identify and highlight potential risks and instilling culture of responsibility and attentiveness. Establishes strong and successful policies to mitigate risk at each level and establish clear procedures for assessments, prevention and containment.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Director, Portfolio Risk Manager
UBS
04.2022 - Current
- Direct portfolio risk management operations and provided corrective feedback to achieve daily and long-term goals.
- Work closely with organizational leadership and board of directors to guide operational strategy.
- Spearheaded innovative approaches to resource allocation and strategic planning.
- Established departmental performance goals and provided feedback for underperforming areas.
- Form strategic partnerships and connected with potential clients to drive business development.
- Evaluate company documentation to verify alignment with regulatory requirements.
- Monitor and coordinate workflows to optimize resources.
Vice President, Portfolio Risk Manager
Morgan Stanley
04.2021 - 03.2022
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Identified opportunities to improve business process flows and productivity.
- Mitigated regulatory risks by overseeing and ensuring adherence to internal policies and KPCs.
- Collaborated with Policy Risk Governance colleagues to modify and write internal policies and procedures to create consistency in application and alignment of risk management practices to regulatory and Firm expectations.
- Liaised with back-end IT teams to enhance functionality of systems to reduce redundant data entry and improve data integrity.
- Managed deliverables and identified critical missing tactics to achieve strategic initiative of performing heightened risk reviews of highly concentrated loans.
- Tracked, measured, and reported portfolio growth and production metrics.
- Credit approval authority of $100 million (pass rated).
Senior Credit Analyst, Assistant Vice President
U.S. Bank Wealth Management
08.2016 - 03.2021
- Collaborated to establish SLAs, KPIs, and KPCs for Community Wealth Credit Center.
- Managed originations, renewals, and life-of-loan credit risk administration of commercial, mortgage, SBL, and consumer loans.
- As a team, implemented an infrastructure to reduce past due annual reviews by 76% from FY17 to FY18, by 93% from 1Q18 to 1Q19, and by 100% from 1Q19 through 1Q20
- Served as US Bank Mentor and team credit policy expert, as well as CAPE.net expert user
- Led and coached a team of 5 to 6 credit analysts.
- Credit approval authority signer.
Private Banking Relationship Manager
U.S. Bank
07.2015 - 07.2016
- Received 4Q15 Pinnacle Award for portfolio growth ($2.25MM loans closed) and performance
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Complied with established internal controls and policies.
- Performed variety of credit risk analysis responsibilities in line with prior and subsequent positions.
Assistant Relationship Manager
U.S. Bank
07.2008 - 06.2015
- Led project to clean loan file data housed in an internal credit monitoring system (Credit +) for > 100 relationships to enhance and improve tracking and reporting of credit risk management tasks
- Managed life-of-loan credit risk on C&I and CRE relationships for Community Commercial and Private Banking; researched and trained colleagues on policy and procedure updates.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Education
Master of Business Administration, MBA -
Western Governors University
Salt Lake City, UTGraduate Coursework -
University of South Dakota
Vermillion, SDBachelor of Arts - Religion
St. Olaf College
Northfield, MNSkills
- Customer Service
- Data Analysis
- Employee Safety
- Root Cause Analysis
- Trend Analysis
- Risk Mitigation
- Risk Management Processes
- Business Management Principles
- Workflow Processes
- Cross-Functional Collaboration
- Strategic Planning
- Program Design
Certification
- Certificate in Financial and Credit Risk Management, American Banker's Association - June 2020
Languages
English
Native or Bilingual
French
Limited Working
Norwegian
Elementary
Timeline
Director, Portfolio Risk Manager
UBS
04.2022 - Current
Vice President, Portfolio Risk Manager
Morgan Stanley
04.2021 - 03.2022
Senior Credit Analyst, Assistant Vice President
U.S. Bank Wealth Management
08.2016 - 03.2021
Private Banking Relationship Manager
U.S. Bank
07.2015 - 07.2016
Assistant Relationship Manager
U.S. Bank
07.2008 - 06.2015
Master of Business Administration, MBA -
Western Governors University
Graduate Coursework -
University of South Dakota
Bachelor of Arts - Religion
St. Olaf College