Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ryan J. Broadley

North Tonawanda,New York

Summary

Experienced Portfolio Manager known for high productivity and efficient task completion. Possess strong skills in risk management, asset allocation, and financial analysis. Excel in communication, leadership, and problem-solving to achieve organizational goals. Committed to optimizing portfolio performance while maintaining compliance with regulatory standards.

Overview

12
12
years of professional experience

Work History

Portfolio Manager II

Arbor Realty Trust
Buffalo, NY
08.2022 - Current
  • Monitor quality and performance of an assigned loan portfolio.
  • Responsible for completing quarterly financial analyses to evaluate projects performance and discuss with borrowers any substantial variances noted.
  • Plan, coordinate, and conduct Physical Property inspections across the Northeast, in order to evaluate property condition and follow up on any deferred maintenance observed.
  • Loan document review and interpretation.
  • Request and review documentation relative to any Escrowed Reserves to determine and recommend release of funds held in connection with property improvement projects.
  • Request and review documentation relative to any insurance losses, easements, partial releases and any other issues that may arise to determine and recommend release of funds to ensure restoration.
  • Identify areas of risk and evaluate long term viability of loans.
  • Engage in ongoing communication with appropriate Agency counterparts relative to issues at the properties, and borrowers’ efforts to stabilize the assets.
  • Assist with other related projects as needed.

Risk Ops Associate Analyst II

Citigroup
Getzville, NY
09.2021 - 08.2022
  • Maintain Relationship, Obligor, and Facility data in credit systems for an industry-specific portfolio.
  • Prepare accurate Credit Approvals in a timely manor.
  • Ensure extensions of credit are received with the appropriate level in compliance with Risk Policy, and recorded in credit systems.
  • Ongoing daily maintenence of credit relationships and facilities.
  • Reviewing and approving updates to credit facilities and customers made by my coworkers.

Cash and Trade Processing Rep - Foreign Exchange

Citigroup
Getzville, NY
03.2020 - 09.2021
  • Process an abundance of transactions daily for clients and other Citi branches across the globe while maintaining a low rate of error.
  • Work with team members as well as other analysts to efficiently process Investigations and Claims against and for Citi.
  • Demonstrate a high level of focus and attention to detail, ensuring strong quality and minimizing rework or payment kickback.
  • Adhere to all departmental and corporate policies and procedures while meeting client requirements and compliance guidelines.
  • Support higher level tasks in CGMI and other areas of FX.

Cook, Bus Boy

Olympia Restaurant
North Tonawanda, NY
05.2013 - 03.2020
  • Prepared hundreds of meals each shift.
  • Maintained restaurant cleanliness as per NYS health code.
  • Clean tables and assist servers in taking orders and providing customer service.

Financial Representative Intern

Northwestern Mutual
Williamsville, NY
09.2019 - 01.2020
  • Scheduled meetings with potential clients to discuss their financial goals now and in the future.
  • Recommended to clients strategies in cash management, insurance coverage, investments, and other areas to help achieve their financial goals.
  • Used various software programs to develop illustrations to help clients better understand the company’s products.
  • Continuously networked and built individual client base.

Education

Bachelors Degree - Economics and Finance

Buffalo State College
12.2019

Associates Degree - Liberal Arts

Niagara County Community College
12.2017

Skills

  • Microsoft Office
  • Finance ethics
  • Real estate finance
  • Accounting practices
  • Written communication
  • Verbal communication
  • Detail-oriented

Timeline

Portfolio Manager II

Arbor Realty Trust
08.2022 - Current

Risk Ops Associate Analyst II

Citigroup
09.2021 - 08.2022

Cash and Trade Processing Rep - Foreign Exchange

Citigroup
03.2020 - 09.2021

Financial Representative Intern

Northwestern Mutual
09.2019 - 01.2020

Cook, Bus Boy

Olympia Restaurant
05.2013 - 03.2020

Bachelors Degree - Economics and Finance

Buffalo State College

Associates Degree - Liberal Arts

Niagara County Community College

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