Tyler Thomson
Fifth Third Bank
San Jose,CA
5
years of professional experience
Motivated Portfolio Manager with 4 years of experience underwriting and managing facilities up to $50MM. Skilled in financial analysis, financial modeling/forecasting, SaaS metrics, portfolio management, and Excel. Known for great communication skills, attention to detail, and hard work ethic.
Work History
Portfolio Manager I
2 Months- As a Portfolio Manager, I am responsible for managing a portfolio through comprehensive financial analysis, forward-looking risk assessment, and proactive monitoring of borrower performance. The role includes regular client interaction, ownership of portfolio risk outcomes, and accountability for adherence to credit policy and regulatory guidelines, with a focus on early identification of emerging credit issues and portfolio level risks. I also manage the underwriting, approval, and documentation process for transactions, including new money, renewals, extensions, amendments, waivers, and ancillary products.
Underwriting Officer I
1 Year 6 Months- As an Underwriting Officer, I continued to work on larger and more complex requests while continuing to prepare a cohesive Loan Recap document, while also handling the monitoring of credit exposure for existing clients.
Underwriter II
1 Year 5 Months- As an Underwriter II, I began to work on larger and more complex credit requests. Underwriters are also responsible for monitoring credit exposure for assigned relationships, including renewals, reaffirmations, and annual risk ratings.
Underwriter I
1 Year 6 Months- The Underwriter provides credit decision makers with a cohesive Loan Recap document that includes insightful financial analysis. This includes the preparation of financial models, forecasts, and other modeling attachments. As a TLS Underwriter, I handled a variety of requests up to $50MM.
Education
Bachelor of Arts - International Business
- Upper-Division GPA: 3.463
- Provost Honors Spring Quarter 2021 and Winter Quarter 2021
Skills
Portfolio Management: Skilled in the monitoring of borrower performance to identify emerging credit issues while also creating and delivering portfolio performance reports.
Financial Analysis: Experienced in analyzing financial projections
historical financials
industry information
collateral
SaaS metrics
and other financial models.
Financial Modeling/Forecasting: Well versed in preparing historical/projection models
collateral charts
SaaS metrics attachments
capitalization tables
etc.
Communication: Proactively communicates with clients to manage credit and diligence compliance.
Software: Proficient in the use of Excel
Word
nCino
and AFS/Hogan.
Accomplishments
Completion of Comerica Bank’s Credit College in October 2022.
Timeline
Portfolio Manager I
Fifth Third Bank
09.2026 - CurrentRead More
Underwriting Officer I
Comerica Bank
03.2025 - 09.2026Read More
Underwriter II
Comerica Bank
10.2023 - 03.2025Read More
Underwriter I
Comerica Bank
04.2022 - 10.2023Read More
University of California, San Diego
Bachelor of Arts from International Business
Read More