- Main Street Bank (Marlborough, MA)
- Commercial Loan Portfolio Manager Job Details Level Experienced Job Location Headquarters - Marlborough, MA Remote Type Hybrid Position Type Full Time ... $85000.00 - $115000.00 Salary/year Job Category Admin - Clerical Description Title: Commercial Loan Portfolio Manager FLSA Status: Exempt Employment… more
- Berkshire Bank (Worcester, MA)
- …+ Interacts with internal partners under the direction of the RM + Provides mentorship to Commercial Portfolio Manager I and IIs and Portfolio and ... aspects of servicing customers both internally and externally. Key Accountabilities: Portfolio Size/Composition + Assists multiple Relationship Manager (s) (RM)… more
- UMB Bank (Boston, MA)
- ** Commercial Portfolio Manager II-Food, Beverage & Agribusiness** **SUMMARY** This role is responsible for assisting Food, Beverage & Agribusiness loan ... (generally large and moderately complex loans). Will manage assigned credit portfolio , manage the associated credit risk, and identify opportunities for expansion.… more
- Wells Fargo (Boston, MA)
- …corporations. Wells Fargo is seeking an Associate Tax Credit Asset Manager ( Commercial Real Estate Portfolio Manager ) within the Corporate & Investment ... **In this role, you will:** + Manage a small portfolio of investments in real estate partnerships and/or fund...Ability to analyze and interpret complex legal documents, including commercial real estate loan agreements and partnership… more
- Needham Bank (Needham, MA)
- …on the team when they are out of the office + Monitor overall C&I loan portfolio exposure for maturities, delinquencies, DDA overdrafts and overall changes in ... the C&I Lending area as well as managing and growing a portfolio of C&I clients with loan and non- loan related business. ESSENTIAL DUTIES & RESPONSIBILITIES… more
- Robert Half Finance & Accounting (Needham, MA)
- Description We are looking for an experienced Commercial Portfolio Manager to join client's team in the Greater Boston area. In this role, you will oversee ... the growth and management of a Commercial & Industrial (C& I) portfolio , ensuring...Responsibilities: * Manage and expand an assigned C& I portfolio , maintaining strong client relationships for loan … more
- Eastern Bank (Boston, MA)
- …renewals) Other Tasks: + Manage and update the interim report for the RMs portfolio + Coordinating construction loan advances on certain credits + Assist with ... include, but are not limited to the following: + Portfolio Management, including Financial Reporting and Covenant Tracking +...+ Report regularly on status Team Leader + New Loan Requests and Loan Renewals Analyze new… more
- Eastern Bank (Boston, MA)
- …Other Tasks : + Manage and update the interim report for the RMs portfolio + Coordinating construction loan advances on certain credits Assist with Credit ... include, but are not limited to the following: + Portfolio Management, including Financial Reporting and Covenant Tracking Obtaining...memos + Report regularly on status Team Leader New Loan Requests and Loan Renewals + Analyze… more
- Citizens (Boston, MA)
- …high concentration of commercial real estate construction loans. Ongoing portfolio responsibilities will include approving monthly construction loan draws ... Description The Community Development Portfolio Manager II position is responsible...being concise. Exhibits knowledge of a broad range of loan terms and conditions and understanding of loan… more
- Wellington (Boston, MA)
- …institutional bank loan portfolios with a conservative, bottom-up style. The portfolio manager will also work within our broader Leveraged Credit team ... Credit team, we are seeking an experienced Fixed Income Portfolio Manager (Bank Loans) in our Boston...portfolio management responsibilities for our $5 billion bank loan book of business, including dedicated bank loan… more
- Main Street Bank (Marlborough, MA)
- Mortgage Loan Underwriter Job Details Level Experienced Job Location Headquarters - Marlborough, MA Position Type Full Time Salary Range $80000.00 - $90000.00 ... Retail Lending Location:Headquarters/Flexible/Hybrid Work Model EligibleReports To:VP, Retail Lending Manager Date Prepared: September 1, 2025 Human Resources Review:September… more
- Citizens (Westwood, MA)
- …10+ years of experience and exhibited competency in various aspects of commercial lending / portfolio management including financial analysis and credit ... practices. + Exhibits superior level of knowledge of financial analytical, loan structuring, commercial products, credit, risk and administration practices… more
- Berkshire Bank (Worcester, MA)
- Division: Retail Banking Department: My Banker Reports to: VP, MyBanker Portfolio Manager Status: Exempt Grade: 9 Pay range: $52,000 - $87,568 Actual ... service high value banking clients and assists with opening of accounts, portfolio management and administrative functions. Develops and maintains in depth knowledge… more
- UMB Bank (Boston, MA)
- …the decision makers. **How you'll spend your time:** + You will build your own commercial loan portfolio , by prospecting for new Agricultural business. + You ... line is directly impacted by the growth of our commercial Agricultural portfolio . The team consists of...change in their financial service needs. The Ag Relationship Manager leads a team of professional product specialists and… more
- Bank of America (Boston, MA)
- …UW's provide ongoing coaching and support to other Credit team members. They report to Commercial Credit Manager (CCM) and partner closely with COs. *Role can be ... Commercial Banking performing financial analysis, structuring, underwriting and portfolio management + Strong communication and analytical/technical skills, including… more
- Amalgamated Bank (Boston, MA)
- …demonstrate strong credit and risk management guidelines, including leverage, cash flow, portfolio management, loan and key performance indicators. This position ... most strategically important relationships within the bank's New England region's portfolio of union clients. This will require providing best-in-class customer… more
- TD Bank (Boston, MA)
- …**Depth & Scope:** + Administers and monitors largest portfolio of most complex commercial loans; Manages loan relationships within the portfolio + Build ... details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Account Manager ...Manager III is the primary contact for a portfolio of relationships, and the secondary client contact for… more
- Needham Bank (Needham, MA)
- …loan application problems as necessary + Manage and grow a significant existing commercial loan portfolio . + Cross-sell other bank products including: ... Descriptions: Source,Evaluate, and recommend for approval C&I loans. Actively manage aC&I loan portfolio . ESSENTIAL DUTIES & RESPONSIBILITIES + Initiate and… more
- Eastern Bank (Boston, MA)
- Responsible for growth of the private banking portfolio and servicing of private banking clients. Actively collaborates with internal business partners (wealth, ... commercial , business banking, retail) to identify and nurture new...identify and nurture new private banking relationships. Maintains a portfolio of the bank's top clients and oversees the… more
- Robert Half Finance & Accounting (Needham, MA)
- Description We are looking for an experienced Relationship Manager specializing in Structured Finance to join our clients growing team here in the Greater Boston ... area. This position focuses on originating and managing Commercial & Industrial (C& I) loans while fostering strong relationships with middle-market clients. The… more