Portfolio Manager Resume Sample

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  • Mr Elijah Johnson
  • 982, Main Road,
  • Oklahoma City, Oklahoma, 23219,
  • United States
  • (555)-555-0111
  • example+e.johnson@1001sampleresumes.com
  • Altamari
  • Oklahoma City, Oklahoma
  • February 2017 - February 2021
  • Portfolio Manager
    • Explained to customers the different types of loans and credit options that are available, as well as the terms of those services.
    • Stayed abreast of new types of loans and other financial services and products to better meet customers' needs.
    • Approved loans within specified limits, and refer loan applications outside those limits to management for approval.
    • Petitioned courts to transfer titles and deeds of collateral to banks.
    • Arranged for maintenance and liquidation of delinquent properties.

  • Hondabo Enterprises
  • Oklahoma City, Oklahoma
  • February 2014 - February 2017
  • Assistant Portfolio Manager
    • Analyzed potential loan markets and develop referral networks to locate prospects for loans.
    • Submitted applications to credit analysts for verification and recommendation.
    • Reviewed and updated credit and loan files.
    • Worked with clients to identify their financial goals and to find ways of reaching those goals.
    • Negotiated payment arrangements with customers who have delinquent loans.

  • Marvela Inc
  • Oklahoma City, Oklahoma
  • August 2009 - February 2014
  • Junior Portfolio Manager
    • Computed payment schedules.
    • Analyzed potential loan markets and develop referral networks to locate prospects for loans.
    • Marketed bank products to individuals and firms, promoting bank services that may meet customers' needs.
    • Conferred with underwriters to aid in resolving mortgage application problems.
    • Set credit policies, credit lines, procedures and standards in conjunction with senior managers.

  • Bachelor's Degree
  • Accounting
  • John Hopkins University
  • Oklahoma City, Oklahoma
  • May 2005 - May 2009

  • Understanding written sentences and paragraphs in work related documents.
  • Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Using mathematics to solve problems.
  • Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
  • Persuading others to change their minds or behavior.


  • Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  • The ability to apply general rules to specific problems to produce answers that make sense.
  • The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
  • The ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity).

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