Commercial Portfolio Manager III
$96,802–$159,032 year
HybridBoston, Massachusetts, United States
Job Summary
Conduct portfolio management by obtaining annual financial information from clients, analyzing existing relationships, and preparing update memos. Evaluate new loan requests through cash flow assessment, collateral valuation, and spread analysis, while researching and compiling market analysis for credit decisions. Assist in preparing and underwriting pre-deals for both new loans and renewals, and manage interim reports for relationship managers. Coordinate construction loan advances, support credit risk review tasks, and monitor remediation action steps. Provide backup support to relationship managers and administrators as needed, including coverage during vacations and sales service assistance. Requires 5-7 years of credit experience with limited supervision.
Required Qualifications
- Formally Credit Trained
- Demonstrates experience and judgment with credit decisions and analysis
- 5-7 years experience
- Work with limited supervision
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