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Online Resumes with "Account Portfolio Management"
Sr. Billing Analyst-15 years banking experience- Account Portfolio Management- Customer Service
To obtain a Customer Service/Client Fulfillment position which utilizes my extensive customer service skills as well as my portfolio management experience.
Tags for this Online Resume: Client Fulfillment, Global Billing, Implementation Advisor, Customer Relations, Client Focus, Account Portfolio Management
Underwriting Manager, San Jose, CA Compliance Manager San Jose, CA; Regional Sales Manager, Chief Banking Officer, Executive Sales Manager
Continue my career in a capacity of mentoring and coaching Junior Management Pesonnel; Contribute to the revenue expectations of the Unit; Develop and implement revenue generating programs and products; Exceed investor policies and guidelines as it related to compliance and sale able assets
Ideal Companies: CitiMortgage, Bank of America, Bank of the West, Quicken Loans, GMAC Mortgage, Comerica, Fannie Mae, Freddie Mac
Tags for this Online Resume: Underwriting Manager, Compliance Officer, Mortgage Lending Manager, Director of Operations, Chief Banking Officer, Fulfillment Center Manager, Processing Manager
Credit Manager - Fortune 500 Experience - Citigroup/Bank of America
High integrity Risk Management and Credit professional with over 20 years of underwriting and account/portfolio management experience in various industries including Construction, Agriculture, Industrial and Technology. I have an extensive and successful record in managing risk across essential vendor and lending relationships, possessing strong interpersonal skills to cultivate and maintain good business relationships acro...
Tags for this Online Resume: Senior Credit Analyst, Credit Manager, Senior Credit Products Mgr., Portfolio Manager, Relationship Manager, Equipment Leasing Executive
Inside Sales Representative - 13 Years of Experience - Near 92661
Executive Vice President, Marketing and Sales Seasoned financial services executive having worked in the investment and portfolio management industry since 2003. Prior to joining Genus Pacific Corporation , I founded Remken Financial Corporation, an investment and portfolio management firm in Orange, California that sourced Capital Market investors and partnered them with existing portfolio managers. In addition, the firm...
Tags for this Online Resume: point , excell, Newport beach
Financial Manager, Branch or Department - 15 Years of Experience - Near 02301
Tags for this Online Resume: Sales, Documentation, Series 6, Acquisitions, Management, Mergers, Mergers and Acquisitions, Pricing, Wire Transfers, Banking, financial services, management, fund accounting and portfolio management, sales and customer service, finance
Personal Financial Advisor - 20 Years of Experience - Near 06092
SUMMARY I am a Senior investment professional with extensive experience as a Chief Investment Officer, Equity Portfolio Manager and Consultant. Present and Past Areas of Accomplishment * Responsible for RIA P&L and managing a staff of 7 (including 4 CFA's) * Design Asset Allocation Manager Selection Process, Capital Market Assumptions * Chairman of the Board, Parent Company * Midcap and Largecap Value Separate Account Portf...
Tags for this Online Resume: Defined Benefit, Defined Contribution, Institutional, RIA, Southeast