- TD Bank (Boston, MA)
- …Overview:** This position is in the Commercial Real Estate Portfolio Management Group. The Credit Portfolio Manager II (CPM) manages a designated ... specific to the role which is outlined in the general description below. The Credit Portfolio Manager II (CPM) performs the financial analysis needed to… more
- M&T Bank (Boston, MA)
- **Overview:** Evaluate, monitor, and assess the credit risks of complex commercial clients and higher dollar loans (typically $10MM and greater) through detailed ... to repay annual debt service. **Primary Responsibilities:** + Facilitate the credit needs of customers by underwriting new requests and material modifications… more
- Citizens (Boston, MA)
- …data, and strategic insights to help them get there. As the Commercial Real Estate (CRE) Portfolio Manager II within our Data Center platform, you will be ... responsible for credit underwriting, monitoring, and portfolio management of new and existing CRE commercial banking relationships to ensure strong credit … more
- Eastern Bank (Boston, MA)
- **Responsibilities include, but are not limited to the following:** + Portfolio Management, including Financial Reporting, Covenant Tracking and obtaining annual ... Research, compile, and provide market analysis relative to a credit Assist in preparing/underwriting pre-deals and credit ...Manage and update the interim report for the RMs portfolio + Coordinating construction loan advances on certain credits… more
- Bank of America (Boston, MA)
- Portfolio Management Officer II /III-Asset Based Finance Charlotte, North Carolina;Naples, Florida; Seattle, Washington; Atlanta, Georgia; Dallas, Texas; Boston, ... structuring and underwriting of complex credit transactions with coaching from the Credit Products Officer (CPO)/ Credit Products Manager (CPM). The PMO… more
- Bank of America (Boston, MA)
- Leasing Credit Sr Officer/Leasing Credit Officer II -Large Corporates Chicago, Illinois;New York, New York; Boston, Massachusetts; Providence, Rhode Island ... (eg pricing, rates, payment, term, collateral) + Manages the credit process for a portfolio of clients... Sr Officer, 5 + yrs experience for Leasing Credit Officer II + Must have proficient… more
- TD Bank (Boston, MA)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Store Manager II develops, leads and contributes to the growth and ... profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, coaches and motivates the… more
- Eastern Bank (Boston, MA)
- …group. They will demonstrate the ability to complete financial risk analysis and credit documentation with limited guidance from their manager or relationship ... credit file documentation + Prepare documentation for regular portfolio reviews and active engagement at regular portfolio...to the PM I / Commercial Analyst and PM II + Engage in conversations and answer straightforward questions… more
- MUFG (Boston, MA)
- …over the past four years in the Americas and is an industry leader. The Portfolio Manager role involves the following: + Perform underwriting activities for new ... covenant and structure enhancements + Actively monitor and manage credit exposure within the Restaurant Finance portfolio ...laws (including (i) the San Francisco Fair Chance Ordinance, ( ii ) the City of Los Angeles' Fair Chance Initiative… more
- Eastern Bank (Lynn, MA)
- …relationships. Loan relationships will include both C&I and CRE relationships. Manage a portfolio of EAB clients to help minimize risk for the bank, cross sell ... treasury, retail, and insurance. Conduct preliminary underwriting and structure of credit requests. Maintain internal Bank contact management system including full… more
- Staples (Framingham, MA)
- …guide a Team of Accounts Receivable Analysts and Specialists managing a portfolio of past due accounts. Responsible for maintaining and reconciling accounts ... minimizing losses to the company. The incumbent will monitor portfolio performance and ensure follow-up inquiries are addressed in...AVP's and Directors on escalations + Partner with Sr. Manager of Cash Applications on root cause of customer… more
- Deloitte (Boston, MA)
- …Certifications + CBAP - Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe Agile ... (iCRS) group within Deloitte's International Tax practice. What you'll do As a Tax Manager , you will work within an engagement team and draw on experience in… more
- Harvard University (Cambridge, MA)
- …transactional activities for internal and external vendors. + Collaborate with the Research Portfolio Manager to review grant expenditures to stay up to date ... 68116BRAuto req ID:68116BRJob Code:403040 Coordinator II Department Office Location:USA - MA - Allston...reports, and financial projections. + Collaborate with the Research Portfolio manager to ensure timely completion of… more