Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

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

I enjoy multiple areas of creativity Painting, sculpting, photography and now enjoying creative writing

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 -
Coleen PetersonPortfolio Manager -CRA & Community Development