-
Portfolio Manager
2 weeks ago
Lighthouse Realty Management, LLC Boston, United StatesCOMPANY DESCRIPTION · Boston-based property management firm dedicated to providing detail-focused services to our clients. Located in the Back Bay, we manage a wide array of clients and provide an expansive range of services from daily property operations to large-scale replaceme ...
-
Housing Portfolio Manager
1 week ago
Bay Cove Human Services Boston, United StatesBay Cove Human Services' mission is to partner with people to overcome challenges and realize personal potential. Bay Cove pursues this mission by providing individualized and compassionate services to people facing the challenges associated with developmental disabilities, menta ...
-
Principal, Technical Portfolio Management
1 week ago
Amazon Services LLC - A57 Westborough, United StatesBachelor's Degree in an Engineering field, Economics, Data Analytics, or related field · - 5- 7 years experience using data and metrics to drive improvements · - 5-7 years experience developing program and portfolio strategy, drafting execution plans, and communicating results to ...
-
Analyst, Debt Portfolio Management
1 week ago
Berkshire Residential Investments Boston, United States**Company Overview** · Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to b ...
-
VP, Senior Portfolio Manager
2 weeks ago
MutualOne Bank Framingham, United StatesPosition Description · Title: VP, Senior Portfolio Manager · Department:Credit · Reports to: VP, Credit Management Officer / SVP, Team Leader Commercial Lending · Classification:Exempt · Date Prepared: 04/05/2024 · Summary / Objective · The VP, Senior Commercial Portfolio ...
-
VP, Senior Portfolio Manager
3 weeks ago
MutualOne Bank Framingham, MA, United StatesPosition Description · Title: VP, Senior Portfolio Manager · Department:Credit · Reports to: VP, Credit Management Officer / SVP, Team Leader Commercial Lending · Classification:Exempt · Date Prepared: 04/05/2024 · Summary / Objective · The VP, Senior Commercial Portfolio Manager ...
-
VP, Senior Portfolio Manager
3 weeks ago
MutualOne Bank Framingham, MA, United StatesTitle: VP, Senior Portfolio Manager · Department:Credit · Reports to: VP, Credit Management Officer / SVP, Team Leader Commercial Lending · The VP, Senior Commercial Portfolio Manager is responsible for dealing with assigned portfolio of existing and prospective commercial custom ...
-
Credit Portfolio Manager Ii
9 hours ago
TD Bank Braintree, United States**Work Location**: · Remote Braintree (MA) · **Hours**: · 40 · **Pay Details**: · 110, ,400. USD · **Line of Business**: · Personal & Commercial Banking · The Credit Portfolio Manager II (CPM) performs the financial analysis needed to make credit decisions on new and existing bus ...
-
Sma Option Overlays Portfolio Manager
1 week ago
Fidelity Investments Boston, United States**The Group** · With roughly $700 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of multi-asset class solutions for retail and institutional clients. The range of investment solutions includes target date funds, target allocat ...
-
Bank of America Boston, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to ...
-
Portfolio Manager
2 weeks ago
Harvard University Cambridge, United StatesAdditional Qualifications and SkillsKnowledge and demonstrated use MS office suite. · Knowledge financial principles, budget management and financial analysis. · Demonstrated experience with sponsored research awards including DoD (AFOSR, ONR, ARO, DARPA) NSF, NASA, DoE, NOAA, Na ...
-
Portfolio Manager
4 hours ago
Provident Bank Bridgewater, United StatesAs the ABL (Asset Based Lending) Portfolio Manager you will manage the Portfolio of existing clients as well as nurture and expand the relationships to best serve the clients account. You will consistently identify the needs of the clients to recommend and deliver appropriate pro ...
-
Portfolio Manager
1 week ago
Harvard University Cambridge, United StatesAdditional Qualifications and Skills · Knowledge and demonstrated use MS office suite. · Knowledge financial principles, budget management and financial analysis. · Demonstrated experience with sponsored research awards including DoD (AFOSR, ONR, ARO, DARPA) NSF, NASA, DoE, NOAA ...
-
Manager, Portfolio
1 week ago
New Profit Boston, United StatesJob Description · Job DescriptionPosition: Manager, Portfolio - Events (Catalyze) · Location: Boston, MA, or Washington, DC (temporarily remote) · ABOUT NEW PROFITNew Profit is a nonprofit venture philanthropy organization that backs breakthrough social entrepreneurs who are adv ...
-
Director Category Development
1 week ago
Staples, Inc. Framingham, United StatesStaples is business to business. You're what binds us together. · The Staples Brand Group aims to deliver the best product at a great value to our customers every day. We are driven by customer insights and analytics to bring products and solutions to market seamlessly. We're inc ...
-
Assistant General Counsel
2 weeks ago
Ameresco Framingham, United StatesAmeresco, Inc. (NYSE:AMRC) is a leading cleantech integrator and renewable energy asset developer, owner and operator. Our comprehensive portfolio includes energy efficiency, infrastructure upgrades, asset sustainability and renewable energy solutions delivered to clients through ...
-
Apparel Designer
2 weeks ago
Cella Framingham, United States**Location: Framingham, Massachusetts** · **Job Type: Contract** · **Compensation Range: $ per hour** · We are currently seeking a talented and experienced **Apparel Designer** to join our client's dynamic Product Development team and play a key role in shaping the future of thei ...
-
Sr Director, Marketplace Strategy
5 days ago
Staples, Inc. Framingham, United States Full timeStaples is business to business. You're what binds us together. · HiTouch is full-service company with a network of local distribution centers in the United States. HiTouch provides a wide range of office productivity services in personalized and environmentally responsible ways. ...
-
Property Maintenance Building Technician
1 week ago
Commericial Real Estate Company Framingham, United StatesPROPERTY MAINTENANCE BUILDING TECHNICIAN · Experience in building maintenance or trades required. · - Ability to work independently and to take direction. · - Willingness to complete any task whether minor or major. · - Provide quality service and response in a professional and p ...
-
Manager, Portfolio Planning
2 days ago
Disney Experiences Boston, United StatesWe Power the Magic" That's our motto at Disney Experiences Technology & Digital. Our team builds world-class immersive digital experiences for the Company's premier vacation brands including Disney's Parks & Resorts worldwide, Disney Cruise Line, Aulani, A Disney Resort & Spa, an ...
VP, Senior Portfolio Manager - Framingham, United States - MutualOne Bank
Description
Position Description
Title: VP, Senior Portfolio Manager
Department:Credit
Reports to: VP, Credit Management Officer / SVP, Team Leader Commercial Lending
Classification:Exempt
Date Prepared: 04/05/2024
Summary / Objective
The VP, Senior Commercial Portfolio Manager is responsible for dealing with assigned portfolio of existing and prospective commercial customers. Responsibilities include identifying, gathering, and analyzing relevant information to assess credit risk, establish viability of sources of repayment and determine appropriate loan structures. They will also meet with customers on a regular basis, regularly visit the Bank's underlying collateral, and stay engaged and knowledgeable of the market.
This position is also responsible for growing the portfolio in line with the Bank's goals.
This incumbent is also responsible to assure documentation is in compliance with internal policies and procedures, and with state and/or federal regulations. Acts as lead analyst in collaboration with loan officer in preparing credit presentation with recommendations consistent with bank policy that illustrate well-reasoned analysis.
Experience & Education Requirements:
Bachelor's degree in Business, Finance, Accounting or Economics
Minimum of 10 years of experience in bank lending, loan review and/or compliance. Understanding of the elements of more complicated credit analysis and underwriting of CRE and C & I loans is a must.
Strong leadership, interpersonal, communication and computer skills
Essential Job Functions:
Provide general assistance to the SVP, Team Leader Commercial Lending, such as loan structuring and pricing, monitoring credit performance and assisting with loan presentations.
Is responsible for a Portfolio of Loans and serves as the Primary Point of Contact for all new requests, renewals, and maintenance for that Portfolio.
Analyzes financial data regarding loan requests for new, renewal and existing loans, including data provided by credit bureaus, other financial institutions and financial institution files.
Prepares spread sheets, reports, summaries and opinions for the SVP, Team Leader Commercial Lending on new, renewal and existing loans. Also included here are reports on past due loans, critical action plans and exception tracking.
Professional interaction and communication with customers and third-party professionals (Accountants, Attorneys, Environmental Engineers, etc.).
Meets with clients regularly and maintains open communication with them, including returning correspondences promptly.
Identifies problem loans, makes recommendations for assignments of loans to upgrade or downgrade Borrower risk ratings. Discusses the status of problem loans with the SVP, Team Leader Commercial Lending, VP, Credit Management Officer, and EVP & Chief Lending Officer and may make recommendations regarding the future credit information needs and preparation of critical action plans if applicable.
Recommends improvements to loan policies and credit risk review policies and procedures.
Maintains the privacy of customer information and the security of all records.
Maintains knowledge of department policies and procedures through internal and external training activities and stays current on all assigned training.
Prepares memos for Security Committee and management reports.
Other duties to be assigned by the SVP, Team Leader Commercial Lending and EVP & Chief Lending Officer.
Required knowledge, skills & abilities:
In depth knowledge of all federal and state regulations regarding lending and related departments
Strong understanding of accounting principles with ability to prepare and analyze financial statements.
Advanced computer skills including Microsoft Word, and Excel
Advanced written, oral, and interpersonal skills with ability to prepare and present presentations.
Ability to apply critical thinking and problem-solving skills
Ability to adapt to changing demands and requirements and work independently and in a team environment.
Compliance with BSA regulations as appropriate to the position
Physical Demands and Work Environment:
Ability to use standard equipment such as computers, phones, & photocopiers.
Work involves standing and walking for brief periods of time, but most duties are performed from a seated position.
There is potential for eyestrain from reading detailed printouts and computer screen. Deadlines, workloads during peak periods and pressure may cause increased stress levels.
Work may involve light travel from time to time and occasional telecommuting.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. It is expected that from time to time other duties, both related and unrelated to the above, may be assigned and therefore, required.
Apply Here:
PI