Summary
Overview
Work History
Education
Skills
Additional Information
Accomplishments
References
Timeline
Generic

Ashley Bridges

Indianapolis,United States

Summary

The Build Fund Loan Portfolio Manager at Intend Indiana plays a pivotal role in supporting daily lending operations, which focus on providing affordable capital to businesses, including those in the XBE (eXecutive, Business, and Entrepreneur) sector. This includes fostering inclusive housing opportunities and promoting the growth of XBE businesses. Key responsibilities involve coordinating financial transactions, managing lending activities such as client relationships and underwriting, and overseeing file management and grant reporting. A critical aspect of the role is community outreach, engaging with partners and stakeholders to promote lending opportunities, support economic development initiatives, and help drive the success of diverse businesses.

Overview

6
6
years of professional experience

Work History

Build Fund Portfolio Manager

Intend Indiana
03.2024 - Current
  • Developed client pipeline through engagement with local businesses and community partners.
  • Analyzed cash flow, viability, and reviewed loan applications.
  • Provided technical assistance to applicants.
  • Efficiently processed loan applications daily.
  • Analyzed portfolio data for diversification and risk management.
  • Ensured adherence to regulatory guidelines and policies.
  • Conducted annual risk ratings and compiled portfolio reports.
  • Made loan recommendations and presented to leadership.
  • Reviewed financial evaluations and loan feasibility.
  • Verified accuracy of financial documents and schedules.
  • Coordinated with accounting for financial verification.
  • Guided clients through lending processes (loans from $50k-$2 million).
  • Developed rebalancing strategies to minimize risk exposure.
  • Analyzed credit, income, compliance, title documents, and appraisals during underwriting, leading to 15 loan approvals in 2024.
  • Determined and documented loan conditions and communicated decisions.
  • Documented underwriting decisions to ensure compliance with regulations.
  • Built relationships with over 15 customers to maximize satisfaction.
  • Supported 5 new hires during onboarding by answering questions and addressing concerns.

Financial Center Manager III

Fifth Third Bank
12.2018 - 03.2024
  • Perform banking, business administration, and financial tasks to ensure five-star service for clients.
  • Recruited, coached, and hired 30+ employees, overseeing operations and service delivery while mentoring new leadership as part of succession planning.
  • Conduct quality assurance checks to ensure products and services meet client needs, expectations, and requirements.
  • Collaborate with internal teams to deliver a cohesive and seamless banking experience for clients.
  • Track key metrics such as Balance Scorecard to monitor progress and promote internal success.
  • Built and led a high-performing team, achieving a 105% annual target for growing the Book of Business.
  • Engaged in community outreach, contributing 300+ volunteer hours over three years to support the organization's core values.
  • Assisted in organizing and supporting over 40 special events.
  • Provided financial literacy courses to community members, enhancing financial awareness.
  • Supported event planning and organization to foster a fun and engaging environment for both customers and employees.
  • Responded to customer and community inquiries to ensure satisfaction and engagement.

Education

Ivy Tech Community College of Indiana
Indianapolis, IN

Skills

  • Relationship Management
  • Partnership Development
  • Talent Recruitment
  • Business Development
  • Coaching and Mentoring
  • Self-Motivated
  • Organization and Time Management
  • Excellent Communication
  • Volunteer
  • Fundraising
  • Community Outreach
  • Community Engagement
  • Financial Literacy
  • Loan analysis
  • Risk rating
  • Managing risk
  • Portfolio management
  • Underwriter
  • Data management
  • Workflow management
  • Fundraising expertise

Additional Information

Volunteer, Coburn Place (2021- Current)

Pitch Contest Judge, IBCC (2024-Current)

Vice Chair, S.E.A. Leaders Training Institute (2024-Current)

Developing Professionals Chair, Pass the Torch (2024-Current)

Event Planning Committee, ASAT (2025-Current)

Cohort Member, Black Leadership & Legacies Program for Women Leaders, (Current)

Board Member, Jordan YMCA (2021-2024)

Events Committee, African American BRG, Fifth Third (2022-2024)

Co-Chair, Sustainability BRG, Fifth Third (2022-2024)

Member, Women In Leadership BRG, Fifth Third (2021-2024)

Participate, Indiana Advisory Board, Fifth Third (2022-2024)

Member, Women’s Council, A Kid Again (2022-2024)

Operations Champ, North Indy Market, Fifth Third (2017-2022)

Customer Experience Champ, North Indy Market, Fifth Third (2018-2022)

Employee Engagement Champ, North Indy Market, Fifth Third (2021-2024)

PBA Coach Expert, North Indy Market, Fifth Third (2019-2024)

Volunteer, Habitat for Humanity (2017-2024)

Volunteer, Indiana Conference for Women (2023-2024)

Co-Chair, Young Professionals BRG, Fifth Third (2023)

Financial Literacy Panelist, Make it Make $ense Bootcamp(s) (2022- 2023)

Advisory Board Member, SEAleaders (2023-2024)

Member, Create Connect Collab (2022-2024)

Member, The Masterminds (2023-2024)

Member, Strength of She (2022-2024)

Co-Chair, NICHE (2023-2024)

Board Member, MRCI (2023-2024)

Board Member, COIN (2023-2024)

Board Member, FOBB (2023-2024)

Co-Hort Member, ASAT (2023)

Accomplishments

  • 2022 volunteered at 17 Organizations around Central Indiana ended the year with 276 Volunteer Hours
  • 2023 volunteered at 9 Organizations around Central Indiana ended the year with 87 Volunteer Hours
  • 2024 volunteered at 7 Organizations around Central Indiana ended the year with 52 Volunteer Hours
  • Received Recognition for 2022-2023 volunteer hours with Fifth Third Bank
  • 2024 Finalists for the ELEVATE Award presented by United Way of Central Indiana
  • 2023 Participated and received Certificate of Completion for A Seat At The Table Co-Hort
  • 2024 Pitch Judge for IBCC & NICHE
  • 2024 CLD Minority Achievers Award Nominee

References

  • Leah Bryan, Financial Center Manager, Fifth Third Bank

Lkalena@gmail.com, 812.201.3305

Former Colleague

  • Nashelle Frazier, Community Impact Manager, Fifth Third Bank

Hello@nashellejfrazier.com, 317.679.5134

Mentor, Former Colleague

  • Akilah Darden, Founder and President, Darden Group

akilahdarden@gmail.com, 703.899.3645

Mentor

  • Shamika Anderson, Near North Development

shamika@nearnorthdevelopment.org, 317.506.7062

Advocate

Timeline

Build Fund Portfolio Manager

Intend Indiana
03.2024 - Current

Financial Center Manager III

Fifth Third Bank
12.2018 - 03.2024

Ivy Tech Community College of Indiana
Ashley Bridges