Lakeedra Cunningham
Crofton
Summary
Dynamic Portfolio Manager with a proven track record at JPMorgan Chase, excelling in financial analysis and client relationship management. Achieved 100% compliance with investor guidelines while enhancing operational efficiency. Adept at contract negotiation and fostering team collaboration, driving strategic initiatives that consistently align with organizational goals.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Portfolio Manager/Loan Administrator
Washington Area Community Investment Fund
Washington
11.2021 - Current
- Managed non-profit portfolio, implementing strategies that improved small business performance in DMV area.
- Oversaw post-closing funding and servicing of loans, ensuring compliance with legal agreements.
- Investigated past-due payment behaviors, restructuring and collecting loans using effective strategies.
- Collaborated with executive teams to design performance reports for funding agencies.
- Facilitated transition to CECL methodologies for credit loss calculations and maintained loan management systems.
- Interviewed clients to gather vital information for associates.
- Assisted in settlement negotiations and prepared mediation documentation.
- Drafted and organized legal documents, including agreements, contracts, and UCC filings.
Portfolio Administrator
Columbia National Real Estate
Columbia
01.2020 - 11.2021
- Managed commercial mortgage portfolio exceeding 500 accounts, optimizing performance through strategic oversight and due diligence.
- Produced financial statements and conducted property inspections to ensure compliance with mortgage standards.
- Monitored insurance coverage for over 900 loans, managing rate adjustments and maturity deadlines.
- Facilitated client meetings to discuss portfolio performance, adjustments, and financial strategies.
- Provided timely updates to clients regarding account performance and market outlooks.
- Conducted periodic portfolio reviews to align investments with client objectives and market trends.
- Negotiated with financial product providers to secure favorable terms for clients.
- Ensured compliance with all applicable regulations and industry standards throughout portfolio management.
Team Lead
South River Restoration
Upper Marlboro
03.2018 - 12.2020
- Streamlined financial record-keeping and communications on invoices, resolving over 90% of stale receivables.
- Developed procedures that improved team efficiency and reduced aged accounts by 37% in one year.
- Oversaw training programs to enhance team skills and knowledge, boosting overall performance.
- Motivated team members through recognition programs and performance-based incentives.
- Supported management in planning future projects and initiatives to align with objectives.
- Assigned projects based on team expertise, optimizing task distribution for maximum productivity.
- Analyzed key performance indicators to identify strategies that enhanced operational effectiveness.
- Resolved customer complaints promptly, maintaining high satisfaction levels across service interactions.
Renovation Concierge Specialist
Homebridge Financial Services
Annapolis
10.2017 - 02.2018
- Managed loan pipelines for renovation and new construction, ensuring the highest level of customer experience through effective collaboration with all stakeholders.
- Conducted thorough reviews of underwriting and mortgage documentation.
- Processed payments from customers for services rendered.
- Maintained client accounts by obtaining, recording and updating personal and financial information.
Mortgage Bank Operations Senior Specialist III
JPMorgan Chase
Jacksonville
06.2011 - 10.2017
- Ensured compliance with investor guidelines across various loan types, achieving a 100% internal audit score.
- Analyzed loan portfolios for risk exposure and collaborated on foreclosure alternatives.
- Identified improvement areas, guiding decision-makers towards necessary changes.
- Coordinated cross-departmental efforts to ensure project completion.
- Participated in training and compliance activities to enhance operational knowledge.
- Addressed customer needs promptly and efficiently, improving service delivery.
- Collaborated with upper management to develop corporate vision and implement initiatives.
- Monitored operations and reviewed metrics to assess company performance.
Client Support Associate
Sterling National
Jacksonville
01.2010 - 06.2011
- Delivered exceptional customer service, managing escrow accounts and liaising with insurance agents to assure proper coverage and resolve client issues.
- Maintained up-to-date knowledge of all products offered by the organization.
- Compiled daily activity logs detailing all interactions with customers.
- Participated in training sessions to stay updated on new products and services being offered by the company.
- Collaborated with internal teams on product development initiatives.
- Demonstrated strong sense of ownership for customer issues, displaying empathy and maintaining productive dialogue throughout open requests.
- Updated databases with new and modified customer data.
Food Service Supervisor
United States Army
01.1999 - 01.2005
- Led project management and food preparation teams for large infantry units, emphasizing logistics and operational strategies.
- Oversaw maintenance and repair of restaurant equipment to maximize operational efficiency.
- Created and adjusted departmental schedules and individual shift assignments for optimal staffing.
- Ensured food preparation, production, and presentation met quality standards consistently.
- Assisted in planning and executing special events and catering services effectively.
- Updated restaurant policies and procedures to enhance workflow and efficiency.
- Maintained high standards of cleanliness, organization, and sanitation for food and beverage products.
- Distributed food to service staff for timely delivery to customers.
Education
Bachelor's Degree - Legal Studies
National Paralegal College
Phoenix, AZ11.2025
Associate Degree - Paralegal Studies
National Paralegal College
Phoenix, AZ06.2020
Certificate - Insurance Claims Adjuster
Florida State College
Jacksonville, FL01.2015
Skills
- Portfolio management
- Contract drafting
- Client relationship management
- Financial analysis
- Data organization
- Critical thinking
- Problem solving
- Financial compliance
- Operational reporting
- Legal research
- Legal writing
- SBA microloan reporting
- Non-profit reporting
- Microsoft Excel proficiency
- Database management
- Customer service excellence
- Project management
- Team leadership
- UCC law expertise
- Real estate law expertise
- Team collaboration
- Business relationship management
- Adaptability
- Contract negotiation
- Written communication skills
- Risk mitigation strategies
- Attention to detail
Certification
Licensed in FL and LA as a Residential Insurance Adjuster, 6-20
Timeline
Portfolio Manager/Loan Administrator
Washington Area Community Investment Fund
11.2021 - Current
Portfolio Administrator
Columbia National Real Estate
01.2020 - 11.2021
Team Lead
South River Restoration
03.2018 - 12.2020
Renovation Concierge Specialist
Homebridge Financial Services
10.2017 - 02.2018
Mortgage Bank Operations Senior Specialist III
JPMorgan Chase
06.2011 - 10.2017
Client Support Associate
Sterling National
01.2010 - 06.2011
Food Service Supervisor
United States Army
01.1999 - 01.2005
Bachelor's Degree - Legal Studies
National Paralegal College
Associate Degree - Paralegal Studies
National Paralegal College
Certificate - Insurance Claims Adjuster
Florida State College
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