Commercial Lending Portfolio Administrator

1 day ago

Waltham, United States Cambridge Financial Full time

POSITION: Commercial Lending Portfolio Administrator Summary: At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and the community’s financial well-being. We are committed to exceeding expectations, having a strong commitment to diversity and inclusion, and fostering a highly collaborative and customer centric environment. The Commercial Lending Portfolio Administrator assists with administration of the financial and other loan documentation, maintenance of the C&I and CRE loan portfolio files and providing high quality financial reporting recordkeeping, through the timely and accurate credit/loan files maintenance. Additionally, the Commercial Lending Portfolio Manager oversees the financial reporting exception process, acts as the Commercial Lending liaison to Credit Administration, Commercial Loan Administration, Loan Servicing, and Treasury Management. Key Result Areas: Collaborate with Portfolio Managers (PMs), Relationship Managers (RMs), and Group Head to perform various administration tasks. Assist Portfolio Managers and Loan Officers in preparing, uploading, maintaining, and updating electronic credit files in Nautilus and Sageworks software. As required, monitor the Borrowers’ financial reporting using Sageworks loan administration module to provide early indication to Portfolio Managers/Loan Officers to contact the Borrowers to request financial information. Perform the Relationship Profitability Model to assist Lenders and others in the decision-making process for new loan requests, annual reviews, prospect memos, modifications, rate exceptions, etc. Perform the spreading of various financial statements and tax returns in the SAGEworks system at the request of relevant parties across both Lending Departments (C&I and CRE). Perform credit investigations on Borrowers when required by obtaining personal and business credit reports. Assist in the preparation of reports used in monitoring credit quality, as directed by the Portfolio Managers. Ensure that the Bank's guidelines, loan policies, and procedures are adhered to in file maintenance, borrowing base calculation and financial reporting. Establish and maintain professional and effective working relationships with other CSB employees and customers. Assisting with the tracking of financial exceptions including Annual Reviews, Account Receivables, Account Payables, Borrowing Bases and Line of Credit Expirations and work closely with the Portfolio managers and Loan Officers to clear them. Review/calculate Borrowing Base Certificates on a monthly/quarterly basis in accordance with loan approval requirements and terms of the note. Assist in the collection of all required financial reporting requirements across both Lending Departments (C&I and CRE) of those loans established as Managed-by-Exception. Monitor and track covenant compliance, in accordance with loan approval requirements, of all borrowers of each Lending Department’s Covenant Compliance Master Tracking Spreadsheet, in addition to working with RMs and PMs to ensure all required signatures are obtained on all covenant compliance certificates. Assist Portfolio Managers/Loan Officers with the preparation of accurate and timely annual portfolio review reports. Prepare special projects as requested by Department Head FVP. Perform additional duties as required. Qualifications: College degree in economics, business, finance, or accounting preferable. One to Three years of Loan Administration and/or Credit Administration experience, to include C&I and CRE experience. Preferably some understanding of financial accounting and financial statements. General knowledge of commercial lending operations and regulations preferred. Great attention to details, strong analytical and computer skills. Strong communication, customer service and interpersonal skills. The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities the inclusion of which would be in conformity with the major purpose of this job. Location: Hybrid/Waltham, Massachusetts About Cambridge Savings Bank: Cambridge Savings Bank is a full-service banking institution with over $7 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers, and the communities we serve. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business and consumer customers. In March 2023, Kroll Bond Rating Agency affirmed CSB’s investment-grade rating, reinforcing the bank’s position as a reliable business lender. To learn more about how CSB can meet your needs, visit us at cambridgesavings.com , or better yet, come meet us to help you make the most out of your banking relationship. Member FDIC. Equal Housing Lender. NMLS # 543370 Cambridge Savings Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor. #LI-Hybrid

  • COMMERCIAL LOAN ADMINISTRATION COORDINATOR

    1 month ago

    Waltham, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering a contract for a Commercial Loan Administration Coordinator in Waltham, Massachusetts. In this role, you will play a crucial part in coordinating and completing commercial loan procedures, maintaining accurate records, and directly communicating with customers to address their needs and inquiries....

  • Commercial Loan Servicing Manager

    3 weeks ago

    Waltham, United States FlexProfessionals Full time

    One of the largest community banks in Massachusetts looking for a Commercial Loan Servicing Manager. Company: Company's purpose is to have a positive impact on their customers, employees and community's financial well being. Highly collaborative and customer centric environment with strong commitment to diversity.Hours/Schedule: Full-time, flexible;...

  • FlexProfessionals | Commercial Loan Servicing Manager

    3 weeks ago

    waltham, United States FlexProfessionals Full time

    One of the largest community banks in Massachusetts looking for a Commercial Loan Servicing Manager. Company: Company's purpose is to have a positive impact on their customers, employees and community's financial well being. Highly collaborative and customer centric environment with strong commitment to diversity.Hours/Schedule: Full-time, flexible;...

  • Commercial Lines Business Development Associate

    7 days ago

    Waltham, Massachusetts, United States World Insurance Associates, LLC. Full time

    Job Summary:We are seeking a highly motivated Property & Casualty Client Service Specialist to join our team at World Insurance Associates, LLC. In this role, you will assist the Account Executive in managing a book of Commercial Lines Property & Casualty Insurance business, growing client loyalty, and supporting in handling renewals, service requests,...

  • Portfolio Manager

    4 weeks ago

    Waltham, MA, United States National Grid Full time

    About usEvery day, we deliver safe and secure energy to homes, communities, and businesses, connecting people to the energy they need for their lives. Our expertise and track record position us uniquely to shape the sustainable future of our industry as the pace of change accelerates. To succeed, we must anticipate customer needs, reduce energy delivery...

  • Commercial Loan Officer

    1 day ago

    Waltham, United States Rockland Trust Full time

    Responsibilities We offer an extensive and highly supportive branch network, competitive products and pricing and exceptionally strong local operational support to help you achieve your business development objectives. Develops and services a wide variety of secured and unsecured loans or lines of credit, most of which involve large amounts of money and...

  • Senior Oncology Commercial Strategy Lead

    1 month ago

    Waltham, Massachusetts, United States Deciphera Pharmaceuticals, Inc Full time

    Company OverviewDeciphera Pharmaceuticals, Inc is a leading biopharmaceutical company focused on discovering, developing, and commercializing innovative medicines to improve the lives of people with cancer.We leverage our proprietary switch-control kinase inhibitor platform and deep expertise in kinase biology to develop a diverse pipeline of wholly-owned...

  • Director, Commercial Training, Communication, and Engagement

    1 month ago

    Waltham, United States Deciphera Pharmaceuticals, Inc Full time

    Director, Commercial Training, Communication, and EngagementFull-timeWork Type: Full timeJob Location: On-Site WalthamDeciphera, a member of ONO, is a biopharmaceutical company focused on discovering, developing, and commercializing important new medicines to improve the lives of people with cancer. We are leveraging our proprietary switch-control kinase...

  • USA-Administrative Assistant III

    1 day ago

    Waltham, United States Mindlance Full time

    Fully Onsite role Administrative Assistant/ Executive Assistant Genomic Medicine Unit - CMC About the department: The Genomic Medicine Unit - Chemistry Manufacturing & Control (CMC) development organization is responsible for all aspects of drug development, from molecule/pre-candidate to product approval. This encompasses drug substance (DS), drug product...

  • Property & Casualty Client Service Specialist

    7 days ago

    Waltham, Massachusetts, United States World Insurance Associates, LLC. Full time

    About the Job:We're looking for a skilled Commercial Lines Business Development Associate to join our team at World Insurance Associates, LLC. As a key member of our team, you'll be responsible for assisting the Account Executive in managing a portfolio of Commercial Lines Property & Casualty Insurance clients, growing client loyalty, and supporting in...

  • Commercial Territory Manager

    2 weeks ago

    Waltham, Massachusetts, United States Syneos Health inVentiv Health Commercial LLC Full time

    About Syneos HealthSyneos Health is a global company dedicated to creating better, smarter, faster ways to get biopharmaceutical therapies to patients.Estimated Salary: $80,000 - $120,000 per yearJob Description:The Territory Business Manager (TBM) plays a key role in developing and executing territory strategies, identifying customer needs, and driving...

  • Inventory Appraisal Lead

    1 week ago

    Waltham, Massachusetts, United States Tiger Group Full time

    Tiger Valuation Services, LLC is one of the nation's leading inventory appraisal firms, helping major lenders issue asset-based loans for retailers, distributors, and manufacturers. As a Financial Portfolio Manager, you will be part of this dynamic team, responsible for leading projects from start to finish.Key Responsibilities:Leading project teams...

  • Encompass Systems Administrator

    1 month ago

    Waltham, United States Cambridge Financial Full time

    POSITION: Encompass Systems Administrator Summary: At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and the community’s financial well-being. We are committed to exceeding expectations and having a strong commitment to diversity and inclusion. The Encompass Systems Administrator is primarily responsible for...

  • Executive Administrative Assistant to Global Commercial

    1 month ago

    Waltham, United States Danaher Corporation Full time

    Integrated DNA Technologies (IDT) is the leading manufacturer of custom oligonucleotides and proprietary technologies for genomics applications. Our work is complex and cutting-edge, and our team members are curious, creative thinkers who understand that good data drives smart decisions. At IDT, we realize that although science may be uniform, people are...

  • Salesforce Administrator

    4 days ago

    Waltham, United States firstPRO, Inc Full time

    firstPRO is now accepting resumes for a Salesforce Administrator in Waltham, MA. This is a 6+month contract to hire and onsite 3 days per week.We’re looking for a Salesforce release admin to join our ranks. In this position, you’ll be responsible for coordinating software releases with our Salesforce platform. You’ll play a critical role in ensuring...

  • Salesforce Administrator

    2 weeks ago

    Waltham, United States firstPRO, Inc Full time

    firstPRO is now accepting resumes for a Salesforce Administrator in Waltham, MA. This is a 6+month contract to hire and onsite 3 days per week.We’re looking for a Salesforce release admin to join our ranks. In this position, you’ll be responsible for coordinating software releases with our Salesforce platform. You’ll play a critical role in ensuring...

  • Encompass Systems Administrator

    1 month ago

    Waltham, United States Cambridge Savings Bank Full time

    POSITION: Encompass Systems AdministratorSummary:At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and the community's financial well-being. We are committed to exceeding expectations and having a strong commitment to diversity and inclusion. The Encompass Systems Administrator is primarily responsible for the...

  • Encompass Systems Administrator

    2 months ago

    Waltham, United States Cambridge Savings Bank Full time

    POSITION: Encompass Systems AdministratorSummary:At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and the community’s financial well-being. We are committed to exceeding expectations and having a strong commitment to diversity and inclusion. The Encompass Systems Administrator is primarily responsible for the...

  • Senior Asset Valuation Manager

    2 weeks ago

    Waltham, Massachusetts, United States Tiger Group Full time

    The Tiger Group is seeking a skilled Financial Portfolio Manager to lead its inventory appraisal team. As a key member of the company's valuation team, you will be responsible for managing all aspects of each project, including field diligence, communication with clients and appraised companies, thorough review of financial reporting, and evaluation of...

  • Encompass Systems Administrator

    2 months ago

    Waltham, United States Cambridge Savings Bank Full time

    POSITION: Encompass Systems AdministratorScroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.Summary:At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and the community’s financial well-being. We are committed to exceeding...