- 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
- 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 Obtaining...memos + Report regularly on status Team Leader New Loan Requests and Loan Renewals + Analyze… more
- Needham Bank (Wellesley, MA)
- …the team when they are out of the office + Monitor overall CML RE loan portfolio exposure for maturities, delinquencies, DDA overdrafts and overall changes in ... Lending area as well as managing and growing a portfolio of CML RE clients with loan ...veteran status, military service, sexual orientation, genetic information, or gender identity. Keyword: Portfolio Manager From: Needham… more
- M&T Bank (Boston, MA)
- … Credit team to include the quality and efficiency of the underwriting of commercial loan analyses, including the accuracy of risk ratings, and quality and ... **Overview:** The Commercial Credit Manager is responsible for...projects simultaneously. Familiarity with credit risk rating models and loan / portfolio management systems. Proficiency in… 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
- TD Bank (Boston, MA)
- …**Line of Business:** Personal & Commercial Banking **Job Description:** The Sr. Commercial Loan Officer combines an external sales role focusing on growing ... a Commercial portfolio through building new customer relationships...new customer objectives while showing credit aptitude. The Sr. Commercial Loan Officer maximizes profitability, revenue and… more
- Citizens (Boston, MA)
- …of portfolio management including transaction structuring, underwriting, credit approval, portfolio monitoring and problem loan identification for a ... is maintained Requirements: + 8 plus years Asset Based Lending and/or Commercial Banking senior portfolio management experience with sole bank, agented… 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
- Citigroup (Boston, MA)
- This is a Commercial Banker position on the Software coverage team, a national coverage unit within the DT& C national vertical group. The Software coverage universe ... not limited to, Investment Banking, Treasury & Trade, Credit, Derivative Markets, Loan Syndications, Debt Capital Markets, and Equity Capital Markets. The role… 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; ... **Overview:** Responsible for an assigned portfolio of loan and/or deposit relationships...Preferred:** General knowledge of banking and the Bank's various commercial fee based products. Applied knowledge of Bank policies… 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
- 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 (Newton, MA)
- …you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Store Manager II develops, leads and ... 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
- City National Bank (Boston, MA)
- *RELATIONSHIP MANAGER SENIOR CB* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or ... Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of 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
- Citizens (Boston, MA)
- …dollars. + Understand the client needs, provide value added solutions, manage a portfolio of existing customers and drive new commercial customer relationships. ... financial goals. Citizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex portfolios, and a… more
- Eastern Bank (Wakefield, MA)
- …**Responsibilities include, but are not limited to the following:** Develop a portfolio of customers, prospects and Centers of Influence (COIs) through networking ... Source, evaluate and recommend new BB banking opportunities for loan and deposit relationships. Loan relationships will...will include both C&I and CRE relationships. Manage a portfolio of BB clients to help minimize risk for… more
- US Bank (Nashua, NH)
- …and gathering, analyzing and interpreting that information. May involve analyzing either an existing loan portfolio or a prospective loan in order to ... - Well-developed ability to analyze credit decisions, including consumer, commercial , real estate and international finance - Strong management, organizational… more