Boston, MA, USA
22 days ago
Commercial Portfolio Manager III

Responsibilities include, but are not limited to the following: 

Portfolio Management, including Financial Reporting and Covenant Tracking Obtaining annual financial information for files from clients  Analyzing financials on existing relationships and preparing update memos  Report regularly on status Team Leader New Loan Requests and Loan Renewals  Analyze new loan requests (cash flow assessment, collateral valuation, spread analysis, guarantor assessment, etc) Research, compile, and provide market analysis relative to a credit Assist in preparing/underwriting pre-deals and credit vehicles (both new loans and renewals Other Tasks Manage and update the interim report for the RMs portfolio Coordinating construction loan advances on certain credits Assist with Credit Risk Review tasks, including coordinate responses to CRR, monitor action steps for remediation, etc.  Provide Backup to other Relationship Managers/Relationship Administrators as needed  Assist the team during vacations/absences as necessary  Provide sales & service support as necessary

 Qualifications: 

Formally Credit Trained  Demonstrates experience and judgment with credit decisions and analysis  Coach credit analysts on credit and customer interaction skills  5-7 years experience Work with limited supervision
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