Commercial Portfolio Manager III

Eastern Bank

Commercial Portfolio Manager overseeing portfolio management, financial reporting, and covenant tracking. Managing credit analysis and loan requests while collaborating with the team at Eastern Bank.

Posted 7/20/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $96,802 - $159,032 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Portfolio Management, Financial Reporting, and Credit Analysis, with a strong ability to coach and support credit analysts. Proficient in assessing loan requests and managing credit risk while providing exceptional sales and service support.

Highest-signal resume keywords

Portfolio ManagementFinancial ReportingCredit AnalysisCredit Risk ReviewCoaching Credit Analysts

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCovenant TrackingCash Flow AssessmentCollateral ValuationSpread AnalysisGuarantor AssessmentUnderwritingMarket AnalysisCredit Decision MakingLoan Renewals

Soft Skills

Team LeadershipCustomer Interaction Skills

Certifications & Qualifications

Formally Credit Trained

Industry Keywords

Credit RiskLoan RequestsConstruction Loan AdvancesRelationship ManagementFinancial Information

About the role

Key responsibilities & impact

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)
Manage and update the interim report for the RMs 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

Requirements

What you’ll need

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

Comp & perks

Health insurance
Dental insurance
Vision insurance
Life and disability insurance
Retirement plan
Vacation
Tuition reimbursement