Melissa Mohr
Leawood,KS
Summary
Talented Portfolio Manager Specialist with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Overview
10
10
years of professional experience
Work History
Portfolio Manager Specialist
Lead Bank
2022.11 - Current
- Completed up to six commercial loan requests and annual reviews per month
- Analyzed creditworthiness of commercial loan applicants, analyzed financial statements and determined credit risk of loan requests.
- Participated in loan committee meetings to provide input on lending processes.
- Worked in tandem with lending team and loan processing team to ensure proper and necessary analysis of information had been completed.
- Analyzed and monitored portfolio credit performance annually against expectations and recommended improvement strategies.
Portfolio Manager and Banking Officer
Capital Bank
2019.01 - 2022.11
- Helped customers prepare documents required to complete transactions and process requests
- Assessed credit risk and analyzed financial statements
- Prepared and Reviewed Loan Documents
- Monitored key dates to obtain information by deadlines
- Ordered information such as credit reports, environmental assessments, and property appraisals
- Delivered excellent customer service and answered questions from borrowers throughout loan process
- Processed SBA 7A and 504 Loans
- Assisted Lenders in growing their loan portfolio by 50% and reducing their loan exceptions by 30%
- Compiled monthly concentration reports on NAICS codes to determine lending availability.
Manager
Chick-fil-A
2014.03 - 2018.12
- Accomplished multiple tasks within established timeframes
- Cross-trained existing employees to maximize team agility and performance
- Maximized performance by monitoring daily activities and mentoring team members
- Compiled data highlighting key metrics to report information, determine trends and identify methods for improving store results
- Evaluated employees' strengths and assigned tasks based upon experience and training.
Education
Bachelor of Business Administration - Finance
University of Houston, C.T. Bauer College of Business
Houston, TX12.2018
Skills
- Business Relationship Management
- Commercial Banking
- Prioritizing, Planning and Multitasking
- Loan Processing
- Underwriting and Credit Analysis
- Verbal and written communication
Timeline
Portfolio Manager Specialist
Lead Bank
2022.11 - Current
Portfolio Manager and Banking Officer
Capital Bank
2019.01 - 2022.11
Manager
Chick-fil-A
2014.03 - 2018.12
Bachelor of Business Administration - Finance
University of Houston, C.T. Bauer College of Business
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