George Kinzler
Charleston
Summary
Dynamic Portfolio Analyst with proven expertise at CLIMB Fund, excelling in risk evaluation and performance reporting. Adept at optimizing CRM systems and enhancing compliance accuracy, I leverage strong data analysis and problem-solving skills to drive operational excellence and support strategic decision-making in loan servicing.
Overview
3
3
years of professional experience
Work History
Portfolio Analyst
CLIMB Fund
Charleston
2025.05 - Current
- Lead analytical reviews of a $26M loan portfolio, overseeing risk evaluation, restructuring, and delinquency management.
- Produced internal delinquency and performance reports using Excel-based models to inform data-driven decisions.
- Collaborate with lending, accounting, and leadership to improve reporting tools, servicing processes, and compliance accuracy.
- Oversaw ACH processing and payoff tracking, ensuring CRM accuracy for operational reliability.
- Trained colleagues on company's CRM, providing assistance with complex servicing questions.
Portfolio Coordinator
CLIMB Fund
Charleston
2023.07 - 2025.05
Community Development Intern
CLIMB Fund
Charleston
2023.05 - 2023.07
Education
B.A. - Political Science
College of Charleston
Charleston, SC05.2023
Skills
- Portfolio management
- Performance reporting
- Risk evaluation
- Compliance assurance
- Regulatory compliance
- Loan servicing
- Data analysis
- CRM optimization
- Problem solving
Activities
- Executive Board Member & Fundraising Chair, The National Society of Leadership and Success - CofC Chapter
- Creator, GoFundMe Campaign for Principal Darby & North Charleston High School, Raised $27,000+ through community-driven outreach.
- Graduate, Charleston Leadership Discovery - Charleston Metro Chamber of Commerce, 06/01/24
Timeline
Portfolio Analyst
CLIMB Fund
2025.05 - Current
Portfolio Coordinator
CLIMB Fund
2023.07 - 2025.05
Community Development Intern
CLIMB Fund
2023.05 - 2023.07
B.A. - Political Science
College of Charleston