I enjoy multiple areas of creativity Painting, sculpting, photography and now enjoying creative writing
Coleen Peterson
Portfolio Manager -CRA & Community Development
Wofford Heights,CA
Summary
Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive, and business audiences.
Overview
11
11
years of professional experience
Work History
Community Development Portfolio Manager
Mechanics Bank
06.2014 - 11.2025
- Presented detailed reports on portfolio performance and worked management to identify areas of improvement.
- Facilitated portfolio performance review and implemented new strategies.
- Collaborated with management to identify promising investment opportunities, maximizing portfolio growth.
- Wrote procedures for the origination of CRA Investments
- Collection of various financial reports from customers on a regular basis to provide ongoing reviews of financial stability.
- Worked with our internal counsel to produce governing documents for each investment according to approved terms and caveats.
- Served as customers first point of contact for all requests
- Assisted in managing a loan portfolio, ensuring credit review deadlines were met.
- Additional experience can be provided upon request
Education
No Degree - Arts
Bakersfield College
Bakersfield, CA 05.2001 -
High School Diploma -
Kern Valley High School
Lake Isabella, CA 05.2001 -
Skills
Assisting with analyzing investment opportunities
Client interfacing
Investment strategy
Developing proposals for upper management 's consideration
Interests
Timeline
Community Development Portfolio Manager
Mechanics Bank
06.2014 - 11.2025
No Degree - Arts
Bakersfield College
05.2001 -
High School Diploma -
Kern Valley High School
05.2001 -