Summary
Overview
Work History
Education
Skills
Work Preference
Timeline
Generic
Open To Work

Carol Neely

Cincinnati,OH

Summary

Portfolio Specialist known for high productivity and efficient task completion. Specialize in risk management, asset allocation, and client relationship building. Excel in strategic planning, analytical thinking, and communication, ensuring success in managing diverse investment portfolios and meeting client objectives.

Overview

18
18
years of professional experience
1982
1982
years of post-secondary education

Work History

Portfolio Specialist

Blumark Capital,LLC
Cincinnati, OH
04.2008 - 03.2026

Education

Western Hills High School
Cincinnati, OH

Skills

  • Balance and post monthly ACH's
  • Balance and post escrow property taxes and insurance invoices
  • Post remittances to lender per their requirements unique to each lender
  • Review bank ACH account balances on the banks website to report any negative balances
  • Communicate daily with borrowers to collect any negative ACH balances that are past due Contact lender to let them know the ACH payment and late fees have been collected

Work Preference

Job Search Status

Open to work

Work Type

Full Time

Location Preference

RemoteOn-SiteHybrid

Salary Range

$45000/yr - $47000/yr

Timeline

Portfolio Specialist

Blumark Capital,LLC
04.2008 - 03.2026

Western Hills High School
Carol Neely