Portfolio Manager – Commercial Lending – To $125K + Bonus – Boston, MA – Job # 3528

The Symicor Group; Boston (MA); On-site; USD 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a skilled Portfolio Manager – Commercial Lender to join their Boston team. This role involves managing commercial loan accounts, generating new business, and analyzing creditworthiness. The successful candidate will leverage their extensive banking knowledge to maximize profitability while minimizing risk. With a competitive salary and excellent benefits, this position offers a unique opportunity to influence your own development and pursue your passions in a dynamic banking environment. Join a forward-thinking firm committed to delivering premium results in the banking sector.

Qualifications

• 7+ years of lending or credit support experience focusing on business relationships.
• Proven ability to generate C&I loans of $12MM to $15MM annually.

Responsibilities

• Develop and manage commercial loan accounts, maximizing profitability while minimizing risk.
• Analyze creditworthiness of customers and guide loans through approval and closing stages.

Skills

Lending Experience

Credit Analysis

Commercial Banking Knowledge

Analytical Skills

Communication Skills

Sales Skills

Education

Bachelor's Degree in Banking or Finance

Tools

Outlook

Word

Job description

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our unique value proposition centers around providing the best available banking and accounting talent. Most of our recruiters are former bankers or accountants themselves!

We excel at evaluating top banking and accounting talent in the market. Whether you're a candidate seeking new opportunities or a bank or company president looking to fill key positions, The Symicor Group is ready to deliver premium results.

The Position

Our bank client is seeking a Portfolio Manager – Commercial Lender to be based in the Boston, MA market. The successful candidate will handle a variety of CRE & C&I loans, assist senior officers with larger, more complex loans, and provide other customer services as needed.

The position offers a salary of up to $125K and an excellent benefits package. (This is not a remote position)

• Develop and manage commercial loan accounts that meet lending requirements, maximizing profitability while minimizing risk.
• Solicit commercial clients; actively seek and secure new business through client and prospect calls, referrals, and cross-selling.
• Obtain and maintain COIs and attend networking events in the assigned area.
• Generate a variety of commercial and real estate loans.
• Contribute to deposit growth through cross-selling and promoting banking products.
• Analyze creditworthiness of customers and the merits of existing loans.
• Review and analyze title reports or surveys to identify issues and risks.
• Assess applicants' financial status, credit, and property to determine loan feasibility or refer to a credit analyst.
• Meet with applicants to gather information and answer questions about the loan process.
• Guide loans through approval and closing stages.
• Promote and cross-sell bank products and services, including insurance and trust services.
• Represent the bank in the community through professional and civic involvement.

Who Are You?

You seek to influence your own development and pursue your passions. You see a job title as a starting point, not a final definition of who you are.

Skills and experience you bring include:

• A bachelor’s degree in banking, finance, or a related field is preferred.
• Seven or more years of lending or credit support experience, focusing on business relationships.
• Proven ability to generate C&I loans of $12MM to $15MM annually.
• Credit training and/or underwriting experience are preferred.
• Experience analyzing financial statements.
• Knowledge of sales, loan processing, and closing processes.
• Extensive knowledge of Commercial Banking products, including C&I and Commercial Real Estate loans.
• Understanding of federal and state banking regulations.
• Ability to grow loans, client relationships, and cross-sell bank products.
• Strong analytical skills and effective communication abilities, with proficiency in Outlook and Word.

The next step is yours. Email your current resume along with the position you're interested in to: