David Moran
Saint Joseph,MI
Summary
Attentive and goal-focused professional with 15 years of experience in our industry who brings successful approach to cultivating best practices to meet organizational and regulatory expectations. Detail-oriented focus on achieving expected outcomes. Enthusiastic hard worker with expertise in cultivating client relationships and implementing better processes and procedures.
Overview
16
16
years of professional experience
5
5
years of post-secondary education
Work History
Credit Portfolio Consultant
Wells Fargo Commercial Distribution Finance
Saint Joseph, MI
11.2010 - Current
- Manages a portfolio of approximately 200 E&A dealers on a daily basis
- Analyzes client needs to develop financial solutions & help businesses thrive
- Collaborates with cross-functional teams to streamline operational processes
- Provides good customer service while keeping risk as the main priority
- Responsible for the maintenance of the entire book of Nationwide dealers
- Has led several team projects in office to help improve efficiency
Education
Bachelor of Arts - Communications
Hope College
Holland, MI 09.2004 - 06.2009
Skills
- Financial analysis
- Risk management
- Portfolio management
- Data interpretation
- Proficient in Microsoft Office
- Collaborative
- Eager to learn
- Positive attitude
Timeline
Credit Portfolio Consultant
Wells Fargo Commercial Distribution Finance
11.2010 - Current
Bachelor of Arts - Communications
Hope College
09.2004 - 06.2009