- Needham Bank (Needham, MA)
- …and delivery of Deposit products and services to new clients. Coordinate sales efforts with Relationship Managers and other client-facing team members in order ... ESSENTIAL DUTIES & RESPONSIBILITIES + Develop and maintain a customer and prospect sales pipeline; responsible for new deposits and revenue growth of Cash Management… more
- CBRE (Boston, MA)
- …Prepare borrower credit analysis including determination of net worth, liquidity , overall financial strength, experience owning multifamily assets and acceptability ... as primary liaison between loan producer, investor, legal counsel, and closing officer throughout the underwriting process. + Perform property and market level due… more