Verified recordFinancial Services

Candace Spaulding

Portfolio Manager at Bmo

Based in Chicago, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Chicago

Industry

Financial Services

Company size

59K

Contact information

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Email

1 credit

c•••••••@bmo.com

Phone

5 credits

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Background

About Candace Spaulding

As an AVP, Portfolio Officer at The Bancorp, I have over eighteen years of experience in the financial services and banking industries, specializing in loan monitoring and financial data analysis. I perform credit risk management and financial research for small business loans, ensuring compliance with SBA and bank policies.I have a strong background in underwriting, closing, and servicing conventional mortgage loans for high net worth clients, applying my analytical skills, banking knowledge, and accounting expertise. I have also trained and supported new employees, collaborated with internal and external clients, and negotiated loan terms and amounts. I hold a Master of Business Administration degree in Finance from Keller Graduate School of Management of DeVry University. My goal is to leverage my skills and experience to contribute to the growth and success of The Bancorp and its clients.

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