Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences.
Overview
13
13
years of professional experience
Work History
Loan Portfolio Manager
Thomasville National Bank
08.2018 - Current
Preparing Pre Approval Paperwork.
Running Credit Analysis .
Meeting with Customers and discussing loan detail.
Preparing loan documents to be executed.
Facilitated portfolio performance review and implemented new strategies.
Developed and presented new loans.
Orthodontic Assistant
Smile Doctors
03.2011 - 07.2018
Prepared patient for orthodontist and performed simple tasks such as tightening braces and conducting preliminary examinations.
Took x-rays, photographs and impressions of patients' teeth and mouth.
Taught patients strategies for boosting oral hygiene, controlling plaque, and protecting tooth enamel from long-term damage.
Scheduled appointments for new and existing customers, factoring in provider availability and scheduling loads.