Commercial Portfolio Manager III
Eastern Bank
full-time
Posted on:
Location Type: Hybrid
Location: Providence • Rhode Island • 🇺🇸 United States
Visit company websiteSalary
💰 $77,878 - $127,942 per year
Job Level
Mid-LevelSenior
About the role
- 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)
Requirements
- 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
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Tuition reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial reportingcovenant trackingcash flow assessmentcollateral valuationspread analysisguarantor assessmentmarket analysiscredit underwritingcredit analysisportfolio management
Soft skills
team leadershipcoachingjudgmentcustomer interactionindependent work
Certifications
Credit Training