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Commercial Portfolio Manager III presso Commercial Real Estate

Commercial Real Estate · Boston, Stati Uniti d'America · Onsite

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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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