Eastern Bank

Research Analyst

• Provide support to the Head of Institutional Loans to build and manage a portfolio of institutional loans.
• Identify appropriate investment opportunities based on credit fundamentals of the issuer & sector and the bank’s credit risk appetite.
• Monitor the portfolio closely for financial & business updates and make timely buy, sell, hold recommendations.
• Work and present credits independently with minimal supervision and collaborate with the business, credit, internal audit and back office for credit approvals.
• Interact with senior management of portfolio companies & sponsors for investment diligence.
• Present new & existing credits at various credit committees at the bank.
• Provide on the job training in underwriting to junior members.
• Lead and/or participate in various technology & portfolio management projects.

Senior Research Analyst – Institutional Loans

Human Resources

• Provide administrative and operational support across the HR department
• Coordinate end‑to‑end new hire preboarding activities
• Facilitate employee separations by coordinating communications
• Maintain accurate and up‑to‑date employee records
• Serve as a frontline point of contact for HR Operations
• Provide day‑to‑day administrative support to the HR Operations team

HR Operations Coordinator

Operations

• Monitoring and testing branch policies, procedures, and compliance activities
• Performing branch visits to assess compliance and resolve non-conformances
• Providing operational support for branch staff and internal departments
• Supporting the Retail Operations Specialist Support line and email account
• Assisting with the research and reconciliation of teller errors and cash adjustments
• Resolving common software issues and user questions
• Performing Retail Branch Reviews and Safe Deposit Reviews
• Preparing and delivering training to the Retail Division as business needs dictate

Retail Operations Specialist II

• Perform advanced loan servicing and transactional processing including payments, reversals, paydowns, payoffs, advances, and fee assessments
• Process new loan bookings, modifications, renewals, extensions, and maintenance across portfolios
• Execute escrow administration including tax and insurance disbursements and escrow analysis
• Reconcile loan operational accounts and perform detailed reconciliation activities/recons
• Investigate and resolve complex transaction issues and processing exceptions
• Research and resolve GL variances, complaints, and operational discrepancies
• Identify reconciliation breaks and resolve recon variances
• Execute control testing, compliance testing, and quality control reviews
• Ensure adherence to internal controls, SOPs, and regulatory requirements
• Participate in audit activities and remediation efforts
• Provide guidance to peers and assist with training
• Support workflow coordination and production deadlines
• Participate in process improvement initiatives and projects

Operations Specialist II

Account Manager

• Lead business development efforts identifying appropriate prospects and make personal calls on current and prospective customers under the direction of a Team Leader.
• Take a leadership role representing Eastern Bank in business and community activities.
• Actively identify opportunities to cross-sell other bank products and services to customers and prospects including Treasury Services, commercial insurance and deposit products.
• Review existing credit facilities and new credit applications, analyze credit quality and make recommendations as to how to structure and price these facilities.
• Present relevant data and recommendations to the Team Leader and Credit Committee when appropriate.
• Work with legal counsel to facilitate documentation of credit facilities.
• Maintain awareness of maturating credits, overdue payments, financial information reporting; etc, which could affect the status of the commercial relationships and take appropriate action.
• Work with Portfolio Managers to insure that financial information is collected on a timely basis and that credit exposure is properly rated reflecting credit quality over time.
• Maintain frequent contact with the clients and serve as representative of EB insuring that the clients deposit, cash management, insurance and investment management needs are being properly handled.

Commercial Relationship Manager III

• Execute and oversee core tax operations activities, including tax reporting, withholding, remittance, and reconciliation processes.
• Review complex tax transactions and filings (e.g., 1099s, 1041s, 990-PFs, 5498s) to ensure accuracy, completeness, and compliance with applicable regulations.
• Maintain deep working knowledge of tax rules applicable to wealth management, including retirement accounts, trusts, and alternative asset structures.
• Support the resolution of tax notices, discrepancies, and client-specific tax issues.
• Perform detailed quality control reviews of tax preparation work completed by external tax vendors, ensuring accuracy, completeness, and adherence to client and regulatory requirements.
• Identify and escalate discrepancies or issues in vendor outputs, and partner with vendors to drive timely corrections.
• Track and monitor recurring issues or error trends, and recommend improvements to vendor processes and controls.
• Act as a key liaison with tax vendors, ensuring alignment on expectations, data requirements, and delivery timelines.
• Serve as a primary point of contact for Account Officers, Relationship Managers, and Client Service Associates, providing guidance on tax-related operational matters.
• Respond to and resolve tax-related inquiries in a timely and accurate manner, escalating complex issues as needed.
• Translate tax concepts into clear, actionable guidance for internal stakeholders.
• Contribute to the standardization of tax processes and workflows, ensuring consistency across the team.
• Develop and maintain clear and comprehensive documentation, including standard operating procedures (SOPs), job aids, and control narratives.
• Identify process inefficiencies and support implementation of targeted improvements that enhance both control and efficiency.
• Ensure adherence to IRS, state, and regulatory requirements across all tax operations activities.
• Identify control gaps and operational risks and escalate appropriately.
• Support audit requests and provide necessary documentation to demonstrate compliance and process integrity.

Senior Research Analyst – Institutional Loans

HR Operations Coordinator

Retail Operations Specialist II

Operations Specialist II

Commercial Relationship Manager III

Wealth Operations Tax Analyst