- Citizens (Boston, MA)
- …and problem loan identification for a portfolio that may consist of core Asset Based Lending (ABL), retailers and lender finance clients. ABL is ... and customer satisfaction is maintained Requirements: + 8 plus years Asset Based Lending and/or Commercial Banking senior portfolio management experience… more
- Needham Bank (Wellesley, MA)
- …ways of reaching those goals + Manage an existing commercial loan portfolio . + Cross-sell other bank products including: deposit products, cash management, treasury ... institution policies and procedures + Strong knowledge of commercial lending practices and related areas + Knowledge of department...Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the… more
- KeyBank (Boston, MA)
- …Cleveland Ohio COMMERCIAL PM TEAM IS GROWING **Job Summary** The VP, Portfolio Management is an individual contributor responsible for performing financial analysis ... requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial… more
- KeyBank (Boston, MA)
- …manages the portfolio to both maximize profitability and ensure strong asset quality through consistent and timely identification and resolution of issues as ... KeyCorp credit policy. + Coordinates and completes annual reviews, loan renewals, quarterly portfolio reviews, and asset quality reports on a timely basis.… more
- Wells Fargo (Boston, MA)
- …military experience, education **Desired Qualifications:** + 2+ years of experience in Asset - Based Lending (ABL) including credit evaluation and risk ... level staff **Required Qualifications:** + 2+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent… more
- JPMorgan Chase (Boston, MA)
- …and direct lending structures + Independently manage the assigned credit portfolio on an ongoing basis while ensuring data integrity + Assess and process ... include bilateral structures, syndicated deals, institutional loans, and direct lending . A critical aspect of this role is the...risks faced by clients and prospects in the assigned portfolio . You will utilize this insight to accurately risk… more
- Wellington (Boston, MA)
- …securities industry, has extensive credit analysis experience within the fixed income asset class particularly with a focus on private credit or similar category, ... across Commercial Real Estate Debt, Investment Grade Private Credit, and Growth Lending funds + Perform independent valuation services across all private credit… more
- Bank of America (Boston, MA)
- …of America is committed to an in-office culture with specific requirements for office- based attendance and which allows for an appropriate level of flexibility for ... our teammates and businesses based on role-specific considerations. At Bank of America, you...for managing, monitoring, and documenting credit risk for a portfolio of clients. Key responsibilities include monitoring changes in… more
- Santander US (Newtonville, MA)
- …in the financial services industry. We believe that our employees are our greatest asset . Our focus is on fostering an enriching journey that empowers you to explore ... existing ones. You directly manage and grow a client portfolio of high value consumer and small business clients....able to articulate the benefits that will help customers based on their need. + Assess customer needs by… more
- Federal Home Loan Bank of Boston (Boston, MA)
- …and mostly within the New England region, the geographic area where our members are based . This role will have a hybrid work schedule in our Boston office in ... this role is $97,750 - $149,500 This role is based in Boston with weekly in-office expectations. The base...movements, shifts in balance sheet composition or weakening loan portfolio performance. . Promote awareness of credit policies, risk… more
- JPMorgan Chase (Boston, MA)
- …profitable banking relationships. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however the portfolio ... Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client… more
- Cherry Bekaert (Boston, MA)
- …applications, tax credit placement and deployment, and tax credit compliance and asset management services. The Application Writer will manage the process for ... writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage...writing, community development finance, tax credit finance or CDE/CDFI Lending + Strong written communication skills + Knowledge of… more
- Santander US (Boston, MA)
- …in the financial services industry. We believe that our employees are our greatest asset . Our focus is on fostering an enriching journey that empowers you to explore ... and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship… more