Myonia Jackson
Atlanta
Summary
Strategic Portfolio Manager known for high productivity and efficient task completion. Possess strong skills in risk management, asset allocation, and financial analysis. Excel in communication, leadership, and problem-solving to achieve organizational goals. Committed to optimizing portfolio performance while maintaining compliance with regulatory standards.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Portfolio Manager
FDIC/NEWTEK
atlanta
11.2024 - Current
- Collaborated with team members to investigate and resolve fraudulent claims efficiently.
- Reviewed customer accounts for discrepancies and flagged unusual behavior for further analysis.
- Documented findings in detailed reports to support case investigations and management reviews.
- Prepared monthly financial reports for management review and decision-making.
- Assisted in the reconciliation of accounts to maintain financial accuracy.
- Utilized accounting software to record transactions and generate reports.
- Supported audits by providing necessary documentation and information as needed.
Portfolio Manager
NewTek
New York
09.2022 - Current
- Conducted regular reviews of asset allocations for optimal diversification.
- Communicated investment options effectively to clients and stakeholders.
- Implemented risk management strategies to protect client investments.
- Collaborated with team members on strategic planning initiatives for portfolio growth.
- Monitored investments, identified risks, and managed portfolio performance through regular reviews.
- Met with clients on regular basis to discuss market trends, portfolio adjustments and performance details.
- Advised clients on risk management strategies to mitigate losses from volatile markets.
- Produced reports on current trends in the markets, asset allocations, and capital flows.
- Coached junior team members on best practices for managing portfolios effectively.
- Supervised daily accounting operations and ensured compliance with company policies.
- Coordinated monthly financial closings and prepared accurate reports for management review.
- Managed accounts payable and receivable processes to maintain positive cash flow.
Assistant Customer Service Representative for SBA Lending
Newtek Small Business LLC
Lake Success
- Current
- Preparing payoff documentation releases
- Requesting site inspections on past due loans over 45 days
- Prepare and distribute 30- & 60-day delinquency letters to borrowers
- Daily interaction with the Loan Accounting Department
- Prepare welcome letters and marketing inserts to be distributed to borrowers
- Preparing and sending maturity letters to loans that are maturing
- Uploading financials and other correspondence relating to the loan into internal systems
- ACH's set ups
- Title search orders
- Requesting and processing check requests as needed
- UCC amendments
- Clerical duties as assigned (filing, photocopying, etc.)
State Bank Lending Specialist Intern
Lenox
Atlanta
08.2018 - 02.2021
- Created loan files manually and electronically
- Reviewing loan packages from attorneys for completion to send to be sent for booking.
Education
Bachelor of Science -
The University of Georgia
07.2021
Skills
- Communication
- Adaptability
- Windows
- IOS
- BankWay
- Tempo
- SalesForce
- Microsoft Certified
- Problem Solving
- ImageCenter
- Financial analysis
- Asset allocation
- Risk management
- Fraud investigation
- Portfolio performance
- Wealth management
Certification
- FDIC
- Accounting
- Microsoft word certified
Timeline
Portfolio Manager
FDIC/NEWTEK
11.2024 - Current
Portfolio Manager
NewTek
09.2022 - Current
State Bank Lending Specialist Intern
Lenox
08.2018 - 02.2021
Assistant Customer Service Representative for SBA Lending
Newtek Small Business LLC
- Current
Bachelor of Science -
The University of Georgia
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