Commercial Portfolio Manager III presso Commercial Real Estate
Commercial Real Estate · Boston, Stati Uniti d'America · Onsite
- Senior
- Ufficio in Boston
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