Emily Lee
Crestwood
Summary
Experienced Credit Manager skilled in risk analysis, financial planning, and portfolio management. Achieved significant reductions in credit losses using innovative strategies. Equipped with advanced business acumen and a strong focus on client relationships.
Overview
1
1
Certification
Work History
Credit Manager
FinTrust Banking Corp
Crestwood
5 2023 - 6 2025
- Managed credit portfolio of $50M.
- Reduced delinquent accounts by 20%.
- Improved credit approval process efficiency.
Loan Officer
CapitalGrowth Financial
Crestwood
5 2021 - 5 2023
- Approved $10M in loans annually.
- Maintained 5% default rate.
- Expanded client base by 15%.
Financial Analyst
SafeGuard Investments
Louisville
5 2020 - 5 2021
- Analyzed credit risks effectively.
- Enhanced portfolio by 18%.
- Developed investment models.
Education
Master of Business Administration - Finance
Rutgers University
May 2020
Bachelor of Science - Economics
Princeton University
May 2018
Skills
- Credit Risk Analysis
- Financial Planning
- Loan Origination
- Portfolio Management
- Quantitative Modeling
- Regulatory Compliance
- Customer Relationship Management
- Debt Recovery Strategies
Certification
- Certified Credit Professional - National Credit Union
- Financial Risk Manager - Global Association of Risk Professionals
Languages
Spanish
Beginner (A1)
Mandarin
Beginner (A1)
French
Bilingual or Proficient (C2)
Timeline
Credit Manager
FinTrust Banking Corp
05/2023 - 06/2025
Loan Officer
CapitalGrowth Financial
05/2021 - 05/2023
Financial Analyst
SafeGuard Investments
05/2020 - 05/2021
Master of Business Administration - Finance
Rutgers University
Bachelor of Science - Economics
Princeton University
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