Current jobs related to Commercial Portfolio Manager - Boston - The Symicor Group

  • Commercial Portfolio Manager

    2 months ago

    Boston, United States Rockland Trust Full time

    Rockland Trust is currently seeking a Commercial Portfolio Manager to join the team in Brighton, MA.Description:Rockland Trust is currently seeking a Commercial Portfolio Manager for our Brighton lending center. This is an exciting opportunity to work in a highly successful lending center focused on Commercial lending.The Portfolio Manager (PM) role is a...

  • Commercial Portfolio Manager

    1 week ago

    Boston, United States Rockland Trust Full time

    Rockland Trust is currently seeking a Commercial Portfolio Manager for our Brighton location. This is an exciting opportunity to work in a highly successful lending center focused on Commercial lending. The Portfolio Manager (PM) role is a "credit oriented" role responsible for the preparation of effective analyses, risk administration, and making...

  • Commercial Portfolio Manager III

    3 weeks ago

    Boston, United States Eastern Bank Full time

    PURPOSE/OBJECTIVE : The PM III will support an assigned portfolio. They will collaborate with the relationship manager and team leader to develop and deliver credit documentation. Demonstrate the ability to complete financial risk analysis and credit documentation with some guidance from their manager or relationship manager. MAJOR RESPONSIBILITIES : Policy...

  • Commercial Portfolio Manager III

    4 weeks ago

    Boston, United States Eastern Bank Full time

    Job DescriptionPURPOSE/OBJECTIVE: The PM III will support an assigned portfolio. They will collaborate with the relationship manager and team leader to develop and deliver credit documentation. Demonstrate the ability to complete financial risk analysis and credit documentation with some guidance from their manager or relationship manager. MAJOR...

  • Commercial Portfolio Manager III

    1 week ago

    Boston, United States Eastern Bank Full time

    Job DescriptionPURPOSE/OBJECTIVE: The PM III will support an assigned portfolio. They will collaborate with the relationship manager and team leader to develop and deliver credit documentation. Demonstrate the ability to complete financial risk analysis and credit documentation with some guidance from their manager or relationship manager. MAJOR...

  • Commercial Banking Portfolio Manager I

    3 weeks ago

    Boston, United States Citizens Bank Full time

    Description The Portfolio Manager I is responsible for proactive credit and risk administration of assigned portfolio accounts in our Commercial Banking Midcorp vertical. Primary responsibilities include: Underwriting credit opportunities to both new and existing clients, and ongoing portfolio management of same Ideal candidate would have experience in the...

  • Commercial Banking Portfolio Manager I

    1 week ago

    Boston, United States Citizens Bank Full time

    Description The Portfolio Manager I is responsible for proactive credit and risk administration of assigned portfolio accounts in our Commercial Banking Midcorp vertical. Primary responsibilities include: Underwriting credit opportunities to both new and existing clients, and ongoing portfolio management of same. Ideal candidate would have experience in the...

  • Commercial Banking Portfolio Manager I

    3 months ago

    Boston, United States Citizens Full time

    Description The Portfolio Manager I is responsible for proactive credit and risk administration of assigned portfolio accounts in our Commercial Banking Midcorp vertical. Primary responsibilities include: + Underwriting credit opportunities to both new and existing clients, and ongoing portfolio management of same + Ideal candidate would have experience in...

  • Portfolio Property Manager

    2 months ago

    Boston, United States Realty Full time

    Job DescriptionJob Description ResponsibilitiesAdhere to and promote company policies and goalsProvide advice and consultation to condominium boardsProvide customer service assistancePrepare for and attend monthly and annual meetingsDaily implementation of budgets, perform general financial managementSupervise staffPromote working relations with staff and...

  • Portfolio Management Director

    5 days ago

    Boston, Massachusetts, United States Takeda Full time

    About TakedaTakeda is a global pharmaceutical company that is transforming the industry through its R&D-driven market leadership and values-led approach. We empower our people to realize their potential through life-changing work and foster an inclusive, collaborative workplace.Job SummaryWe are seeking a highly experienced and skilled professional to lead...

  • Portfolio Management Director

    4 days ago

    Boston, Massachusetts, United States Takeda Full time

    About TakedaTakeda is a global pharmaceutical company that is transforming the industry through its R&D-driven market leadership and values-led approach. We empower our people to realize their potential through life-changing work and foster an inclusive, collaborative workplace.Job SummaryWe are seeking a highly skilled and experienced professional to join...

  • Carbon Portfolio Manager

    2 weeks ago

    Boston, United States BCG Group Full time

    WHAT YOU'LL DO Combating the climate crisis is a defining challenge of our time. At BCG, we recognize the urgency to reduce emissions and address the systemic threats to our environment. We have set a bold ambition to achieve net-zero climate impact by 2030 and the Global Internal Sustainability Team are leading this effort. BCG has committed to achieving...

  • Carbon Portfolio Manager

    1 week ago

    Boston, United States Boston Consulting Group Full time

    Combating the climate crisis is a defining challenge of our time. At BCG, we recognize the urgency to reduce emissions and address the systemic threats to our environment. We have set a bold ambition to achieve net-zero climate impact by 2030 and the Global Internal Sustainability Team are leading this effort.BCG’s has committed to achieving net-zero...

  • Carbon Portfolio Manager

    3 weeks ago

    Boston, United States Boston Consulting Group Full time

    WHAT YOU'LL DOCombating the climate crisis is a defining challenge of our time. At BCG, we recognize the urgency to reduce emissions and address the systemic threats to our environment. We have set a bold ambition to achieve net-zero climate impact by 2030 and the Global Internal Sustainability Team are leading this effort.BCG’s has committed to...

  • Portfolio Manager

    2 days ago

    Boston, Massachusetts, United States CHARLESGATE Full time

    Job DescriptionThe Portfolio Manager - HOA Properties is accountable for the performance of their portfolio and leading their team members within their portfolio to ensure an excellent experience for clients and residents. Portfolio members primarily include the Property Coordinator, and cross-functional management of the accounting, maintenance, and site...

  • Director of Portfolio Management

    2 days ago

    Boston, Massachusetts, United States MassMutual Full time

    About the RoleWe are seeking a highly experienced and skilled Director of Portfolio Management to lead our Bank Loan Operations team. As a key member of our Investment Operations organization, you will be responsible for overseeing the end-to-end management of our $35B Bank Loan portfolio.Key ResponsibilitiesLead a team of specialists in monitoring and...

  • Carbon Portfolio Manager

    2 weeks ago

    Boston, United States Boston Consulting Group Full time

    WHAT YOU'LL DO Combating the climate crisis is a defining challenge of our time. At BCG, we recognize the urgency to reduce emissions and address the systemic threats to our environment. We have set a bold ambition to achieve net-zero climate impact by 2030 and the Global Internal Sustainability Team are leading this effort. BCG's has committed to achieving...

  • Portfolio Manager

    2 months ago

    Boston, United States Blue Castle Agency Full time

    Portfolio Manager Greater Boston, MA Competitive Pay (DOE) OVERVIEW Our client is currently seeking a dynamic and experienced professional to join their team as a Portfolio Manager. With over 35 years of commitment to excellence and a proven track record in property management, our client prides themselves on providing exceptional service to their residents...

  • HOA Portfolio Property Manager

    2 weeks ago

    Boston, United States CHARLESGATE Full time $70,000 - $90,000

    Job DescriptionJob DescriptionThe HOA Portfolio Property Manager is accountable for the performance of their portfolio and leading their team members within their portfolio to ensure an excellent experience for clients and residents. Portfolio members primarily include the Property Coordinator, and cross functional management of the accounting, maintenance,...

  • HOA Portfolio Property Manager

    1 week ago

    Boston, United States CHARLESGATE Full time $70,000 - $90,000

    Job DescriptionJob DescriptionThe HOA Portfolio Property Manager is accountable for the performance of their portfolio and leading their team members within their portfolio to ensure an excellent experience for clients and residents. Portfolio members primarily include the Property Coordinator, and cross functional management of the accounting, maintenance,...

Commercial Portfolio Manager

2 months ago

Boston, United States The Symicor Group Full time

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position

Our bank client is seeking to fill a Commercial Portfolio Manager role in the Boston, MA area. This selected candidate will be responsible for independently managing a Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank’s existing clients. This position includes a generous salary of up to $125K and a full benefits package.

(This is not a remote position.) Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank’s marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank’s loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriate, and timely risk rated in accordance with the Bank’s loan policy. Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrate a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. The next step is yours. Email us your current resume along with the position you are considering to:

#J-18808-Ljbffr