David Pauly

Financial Analyst | Assessing Viability & Profitability for Lending Decisions

Role
Commercial Portfolio Manager at UMB Bank
Location
Dubuque, IA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About David Pauly

Experienced Portfolio Manager with a demonstrated history of working in the banking…

Experience

  1. Commercial Portfolio Manager

    UMB Bank

    Feb 2025 — Present

Skills

  • Series 63
  • Loan Origination
  • Insurance
  • Mortgage Lending
  • Microsoft Word
  • Financial Services
  • Real Estate
  • Retirement Planning
  • Home Equity Loans
  • Life Insurance
  • Powerpoint
  • Iras
  • Sales
  • Commercial Lending
  • Life
  • Series 6
  • Graphic Design
  • Private Banking
  • Investments
  • Guitar
  • Finance
  • Customer Service
  • Retail Banking
  • Banking
  • Retirement
  • Marketing
  • Wealth Management
  • Variable Annuities
  • Credit Analysis
  • Portfolio Management
  • Financial Analysis
  • Microsoft Excel
  • Commercial Real Estate
  • Investment Advisory
  • Strategic Financial Planning
  • Long Term Care Insurance
  • Music Production
  • Wealth Management Services
  • Microsoft Publisher
  • Residential Mortgages

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David Pauly — Commercial Portfolio Manager at UMB Bank in Dubuque, IA, US | Unifers