- 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
- 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
- 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
- Eastern Bank (Boston, MA)
- …within the Managed Assets department to reduce the risk profile of the classified commercial credits. Additionally, the Portfolio Manager II shall mentor ... The Portfolio Manager II is to assist...The Portfolio Manager II is to assist and work collaboratively...credit trained. **Skills/Knowledge** + A sound working knowledge of commercial loan analysis. + Working knowledge of… 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
- 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
- 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
- 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
