Scott SchumannSenior Portfolio Manager
Based in Nashville Metro, Scott manages the loan portfolio and serves clients across the state of Tennessee.
Scott brings over 15 years of banking experience with a focus on sound credit underwriting. He has an entrepreneurial spirit and enjoys a good challenge. Scott brings a financial and organizational bent to all his projects while keeping the client at the center of all strategies.
Spanning multiple years, Scott has worked with some of the largest banks in the country as well as some local community banks. Under the Portfolio Manager position, Scott primarily focused on managing complex credit portfolios of relationships in Middle Tennessee. General responsibilities include working with senior management, relationship managers and credit to originate, monitor and grow relationships. Specifically accountable for credit underwriting and origination, portfolio monitoring, renewals and annual reviews, and coordination of pricing. Managed and promoted the maintenance of a portfolio that adheres to all applicable credit policies and compliance requirements. Provided mentoring and position building at various financial institutions.
Assist top-rated senior equity analyst to successfully initiate and maintain research coverage on approximately twenty publicly traded companies. Generated news wires and published extensive reports, which included companies’ performance and developments, investment opinion and outlook. Followed-up written opinions with phone calls to the institutional sales force as well as the broker network. Created and maintained extensive financial models in Excel. Researched industry and company-specific trends via secondary resources, such as Bloomberg Analytics, FactSet, ValueLine, Lexis/Nexis, StockVal and the Internet.
Financial Reporting, Team Building, Leadership, Investments, Financial Risks, Operations management
Salesforce, SageWorks, TEA, Microsoft Office (Word, Excel, PowerPoint & Outlook)
Education & Certifications
Advanced coursework, Accounting
Saint Joseph's College
BBA, Business Administration
Series 7, 86, and 87
Sat for CPA Exam