Julie Halbert, Portfolio Manager at Pathward, exemplifies notable excellence with nearly three decades of commercial banking experience, specifically in asset-based lending.
Starting her career in 1993 at a national bank, Halbert was instrumental in building the bank’s asset-based lending department. She adeptly navigated roles from verification specialist to portfolio manager, developing a small three-person team into a robust department of 60, managing a substantial portfolio of $100 million. Her insights and hands-on approach significantly contributed to growing asset-based portfolios, cementing her reputation as a dedicated professional with keen operational acuity.
In 2009, embracing new challenges, Halbert joined Crestmark Bank, now Pathward, as an underwriter and swiftly ascended to underwriting manager before returning to portfolio management. Today, she oversees a portfolio nearing $1 billion and leads a team of 30.
Notable accomplishments underscore Halbert’s career trajectory, such as creating intensive operational workshops, enriching internal team capabilities and strengthening interdepartmental cohesion at another well-known bank. During the COVID-19 pandemic, Halbert’s decisive action assisting a client through financial recovery processes not only facilitated their return to profitability but also safeguarded employment.
Halbert navigated the challenges of entering a male-dominated financial sector, specifically within the oil and gas industries of South Louisiana. Her steadfast dedication to expertise and practical problem-solving earned her professional respect and recognition, establishing her influential presence.
Committed to mentoring, Halbert seeks to inspire future generations, emphasizing that accomplishments are not bound by gender. Her journey of personal determination — balancing education, work and volunteerism as a single mother — shapes her advocacy for increased self-confidence and mentorship among women aspiring to financial careers.
Halbert’s extensive experience, strategic vision, impactful mentorship and dedication to professional integrity make her an exceptional figure in specialty finance, consistently driving innovation, growth and inclusivity in her industry.
