- BXP (Boston, MA)
- …of Position: Manage, audit and analyze all financial matters related to assigned portfolio . Serve as the financial expert and primary facilitator of all financial ... accuracy of various databases, such as Lease Tracking, BP Loan Summary, Rent Roll, and Lease Abstract, for assigned... Summary, Rent Roll, and Lease Abstract, for assigned portfolio . + Communicate with property management to assist with… more
- 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
- 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
- Robert Half Finance & Accounting (Needham, MA)
- Description Seeking a highly driven Portfolio Manager to oversee the ongoing portfolio management of C& I Lending clients, ensuring the growth of a robust ... service requests and inquiries. + Monitor the overall C& I loan portfolio , including maturity schedules, delinquencies, credit changes, and deposit account… more
- Wells Fargo (Boston, MA)
- …all begins with outstanding talent. It all begins with you. Wells Fargo is Commercial Real Estate Portfolio Management with experience in Low-Income Housing Tax ... more of the following functional roles: Real Estate Underwriting, Portfolio Management, Asset Management, Tax Credits, Real Estate Workouts,...loan legal documents. Ability to read and understand commercial real estate loan or real estate… 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
- 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
- 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
- M&T Bank (Boston, MA)
- …+ Maximizes the Department's profitability through the maintenance of a high quality loan portfolio . Follows current loans to ensure conformity with terms; ... of the most complex and or large dollar amount loan and/or deposit relationships with major businesses in the...or four years relevant experience. Minimum of seven years commercial portfolio management experience. Financial analysis and… 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
- M&T Bank (Boston, MA)
- …a team of credit professionals, and ensuring the quality and performance of the loan portfolio align with the bank's risk appetite and regulatory requirements. ... relationships and ongoing monitoring through the life of the loan . Commercial Credit is also responsible for...projects simultaneously. Familiarity with credit risk rating models and loan / portfolio management systems. Proficiency in… more
- Berkshire Bank (Boston, MA)
- …Banks credit risk management capabilities. The role requires experience in commercial banking with demonstrated expertise in credit risk management principles, ... practical knowledge of commercial lending, and proficiency with data, systems, models, and...Business, and Credit Risk Management in support of all portfolio monitoring programs, for both existing and future states.… more
- Berkshire Bank (Worcester, MA)
- Division: Commercial Department: Mid Mkt Central MA Reports to: Head of Portfolio and Credit Administration Status: Exempt Grade: 10 Salary Range: $55,588 - ... documents to support and make recommendations for complex multimillion-dollar commercial credit requests and vendor arrangements. The Sr. Credit Associate… 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
- 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
