Investment Portfolio Manager jobs in Lawrence, MA

Assistant Vice President – Commercial Portfolio Manager

• Coordinate activities with Lending Personnel and Credit Administration
• Assist in underwriting of new loans and research on tenants and market conditions.
• Complete annual reviews on loan relationships on an as needed basis
• Aid Assist in loan modifications/extensions and preparation of necessary documentation
• Assist in credit approval process and management of loan process from origination to post-closing monitoring.
• Assist in preparing/reviewing credit risk ratings and relationship reviews.
• Coordinate ordering and review of third-party reports and perform site inspections as required.
• Work with loan customers to collect required financial statements, rent rolls, and tax returns.
• Manage documentation exception reporting process and monitor credit quality through financial reporting.
• Coordinate and interface with Credit Administration for audits
• Assist in coordinating loan concentration and property sensitivity analysis reports as needed.
• Act as day-to-day point of contact for customer service issues and cross-sell bank services and products
• Contribute to effective team management of customer problems, issues, and opportunities.
• Establish and maintain effective working relationships with other bank departments.
• Perform additional duties as required.

• Bachelor's degree preferably in business, finance or accounting, and 3-5 years of commercial credit experience with focus on commercial real estate lending.
• Strong analytical skills and an understanding of financial accounting.
• Excellent communication, customer service and interpersonal skills.
• Ability to meet deadlines, work independently and multi-task.
• Strong organizational skills and attention to detail.
• Proficiency in Microsoft Excel and Word, along with core banking systems (Jack Henry preferred, but not required).