Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Garrett Hoffman

Phoenix

Summary

Commercial lending Portfolio Manager with extensive experience in fund management strategies. Expertise in risk control and client relationship management, driving optimal investment outcomes through market trend analysis. Focused on enhancing investment strategies to achieve measurable results.

Overview

11
11
years of professional experience

Work History

Portfolio Manager

Stearns Bank
Scottsdale
05.2021 - 05.2025
  • Oversaw loan portfolio ranging from 50 to 150 million in commercial loans.
  • Oversaw daily operations of $20 million in GLOC/RLOC loans
  • Presented existing loans to loan committee for modifications, extensions, upgrade/downgrades
  • Engaged loan customers to maintain current loan financials and ensure adherence to schedules
  • Tracked and modified ticklers on a daily basis
  • Extracted and refreshed weekly pipeline reports for commercial lending division meetings and production updates for bank executives
  • Created discussion and proposal letters tailored for new loan customers under commercial lender's guidance
  • Conduct training sessions for all new and existing commercial lenders on effective use of bank programs (Salesforce, Fiserv, Mfiles)
  • Conducted site inspections statewide on existing and prospective loan properties.

Laborer

Eyemark
Prescott Valley
05.2016 - 05.2021
  • Worked with 2-3 team members to ensure efficient workflow throughout the day.
  • Applied seal, crackfill, and striping to roadway surfaces
  • Answered phones and spoke to customers daily about our services and prices

Laboratory Technician

Engineering and Testing Consultants
Prescott
05.2014 - 05.2016
  • Performed daily geotechnical soil and material testing in laboratory environment.
  • Tracked and organized written logs of concrete testing results
  • Collaborated with small team daily to ensure efficient workflow.
  • Acquired field samples for laboratory testing

Education

Accounting

Northern Arizona University
Flagstaff, AZ
05-2019

Associate of Science -

Yavapai College
Prescott, AZ
05-2016

Skills

  • Commercial loan portfolio management
  • Salesforce
  • Mfiles
  • Fiserv
  • Microsoft Word
  • Client interaction

Accomplishments

  • Most Helpful Co-Worker Award - 2022

Timeline

Portfolio Manager

Stearns Bank
05.2021 - 05.2025

Laborer

Eyemark
05.2016 - 05.2021

Laboratory Technician

Engineering and Testing Consultants
05.2014 - 05.2016

Accounting

Northern Arizona University

Associate of Science -

Yavapai College

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