PS White Associates
Candidate Services

Resume Sample 03

Candidate's Name


Creative bottom line oriented professional with a demonstrated record of success in the financial services industry. Excellent analytical, problem solving, organizational, and negotiating skills with the ability to handle multiple initiatives.

Well versed in:

  1. Underwriting
  2. Portfolio Management
  3. Loan Review
  4. Product Development
  5. Business Development
  6. Acquisitions

Big Bank, Brownsville, PA

December 2000 – Present

Commercial Loan Officer, Assistant Treasurer

  1. Market, manage, and execute new and existing business banking products and credit services targeted to business clients.
  2. Manage product pricing and profitability.
  3. Responsible for commercial lending, business development, and relationship management in Dover and Turnip Counties. Portfolio included 30 customers, approximately $10MM in loan outstandings, and commercial mortgages of approximately $3MM. Average loan size of $1MM. For 2001, led the bank in new loan volume. Served on the Bank's Advisory Committee.

Great Bank, New York, NY

October 1995 – December 2000

Assistant Treasurer, Portfolio Manager

  1. Underwrite, review, and decision commercial credit facilities between $250K to $4MM in exposure. Manage a portfolio of 40 corporate clients. Portfolio consists of $10MM in loans & $20MM in deposits. Received achievement award for productivity.

Brand Name Bank, Commercial Loan Department

June 1990 – October 1995

Credit Analyst, Account Executive

  1. Responsible for the underwriting and analyses of credits between $100K and $1MM. Maintained a Commercial Loan portfolio of 20 accounts with total commitments of $20MM. Prepared and presented credit analyses of prospective borrowers.


Rutgers University, New Brunswick, NJ
BA, Business and Accounting, 1990
Achieved Dean's List and Phi Beta Kappa honors