Sales Manager, SMB
Nooks
Commercial Portfolio Manager III
Eastern Bank
full-time
Posted on:
Origin: • 🇺🇸 United States • Massachusetts
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Portfolio Management: Financial reporting, covenant tracking, obtaining annual financial information, analyzing financials, preparing update memos
- Report regularly on status to Team Leader; manage new loan requests and renewals
- Analyze new loan requests (cash flow assessment, collateral valuation, spread analysis, guarantor assessment)
- Research and provide market analysis relative to a credit; assist in preparing/underwriting pre-deals and credit vehicles
- Manage and update interim reports for RMs portfolio
- Coordinate construction loan advances and assist with Credit Risk Review responses and remediation tracking
- Provide backup to Relationship Managers/Administrators and sales & service support
Requirements
- Bachelor's Degree
- Formally Credit Trained
- 5-7 years of experience in credit/portfolio management
- Demonstrates experience and judgment with credit decisions and analysis
- Ability to coach credit analysts on credit and customer interaction skills
- Ability to work with limited supervision
