Commercial Portfolio Manager III

Boston, MA

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
  • 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 RM’s 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


  • 5-7 years’ experience Work with limited supervision
  • Formally Credit Trained Demonstrates experience and judgment with credit decisions and analysis
  • Coach credit analysts on credit and customer interaction skills

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