Portfolio & Credit Administration Leader

Berkshire Bank Company

Providence (RI)

On-site

USD 96,000 - 177,000

Full time

3 days ago
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Job summary

Beacon Bank & Trust in Providence, RI, is seeking the Head of Portfolio & Credit Administration to lead commercial credit and portfolio teams across Middle Market, CRE and Business Banking. You will drive consistent processes, ensure loan compliance, and manage reporting and audits while partnering with relationship managers and administrators.

The role requires 10+ years of credit and portfolio experience, strong leadership, and deep knowledge of banking systems.

Qualifications

  • 10+ years Commercial Credit and Portfolio Administration management and underwriting/analysis experience.
  • Ability to drive process improvement with procedures and job aids.
  • Collaborative leader with strong relationship-building skills.
  • Strong knowledge of commercial banking products and documentation.

Responsibilities

  • Manage a team of Commercial Credit Analysis and Commercial Administrative Portfolio Managers.
  • Oversee coaching, mentoring and development of staff.
  • Underwrite new credit requests and modifications as needed.
  • Oversee portfolio reporting of financial statements, covenant tests and annual reviews.
  • Ensure compliance with policies, regulations, and audit findings.

Skills

Leadership
Credit underwriting
Portfolio management
Process improvement
Communication

Education

Bachelor's Degree in Finance or Accounting

Tools

FIS
Electronic file system
Loan operating system
Imaging systems
MS Office

Job description

Beacon Bank & Trust in Providence, RI, is seeking the Head of Portfolio & Credit Administration to lead commercial credit and portfolio teams across Middle Market, CRE and Business Banking. You will drive consistent processes, ensure loan compliance, and manage reporting and audits while partnering with relationship managers and administrators.

The role requires 10+ years of credit and portfolio experience, strong leadership, and deep knowledge of banking systems.

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