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Commercial Portfolio Manager III
- Eastern Bank (Boston, MA)
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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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