Job Description
Job Description
We are looking for an experienced Commercial Portfolio Manager to join client's team in the Greater Boston area. In this role, you will oversee the growth and management of a Commercial & Industrial (C& I) portfolio, ensuring effective client relationships and adherence to banking policies. This position offers an opportunity to collaborate with various teams, analyze complex financial data, and contribute to the success of our organization. Ideal candidate coming from one of these areas of focus Structured Finance, Small Business, or Middle Market
Responsibilities:
• Manage and expand an assigned C& I portfolio, maintaining strong client relationships for loan and non-loan products.
• Prepare comprehensive narrative reports on client relationships, including financial reviews, risk assessments, and collateral evaluations.
• Analyze personal and business financial statements, tax returns, and other relevant documents to assess creditworthiness.
• Create and update loan presentations, modifications, and credit file comments in compliance with banking policies and regulations.
• Support the C& I lending team by addressing customer inquiries and servicing needs efficiently.
• Oversee monthly reporting for borrowing base clients within the portfolio.
• Represent the bank at community events and participate in internal task forces and committees.
• Perform additional duties as assigned to support the team and organization.
Education & Experience
- 2-5+ years bank credit experience in C& I underwriting and analyzing business financial statements and tax returns is preferable
- Strong knowledge of Federal and State banking regulations
- Looking for Structured Finance, Small Business, or Middle Market; deal sizing ranging from 1.5MM - 100MM dependent on area of focus.