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AB Sr. Portfolio Specialist

Boston, Massachusetts

Job Description:

The AB (Asset-Based) Sr. Portfolio Specialist manages a portfolio of asset-based structured loans in a variety of industries. The AB Sr. Portfolio Specialist is responsible for actively monitoring financial and collateral trends and recommending appropriate action. Responsibilities also include reviewing requests for loan modifications, analyzing financial performance, negotiating terms, drafting proposals, reviewing documents, and preparing recommendations for approval. Must be good at multi-tasking in order to meet the time deadlines of both the client and the bank. The AB Sr. Portfolio Specialist is an active member of the client team and interfaces directly with the client and participates in building the client relationship. Generally capable of handling the most sensitive accounts.  Some travel required to meet with clients. Works closely with manager.

Required Skills:

* 10+  years’ experience in Commercial and/or ABL credit and relationship management experience

* Bachelor's or Master’s degree in finance, accounting, economics or business administration

* Sound financial statement analytical skills

* Basic understanding of legal documentation

* Must be detail focused and well organized

* Proactive/confident communication skills (both verbal and written) to interact with senior management, clients, attorneys, etc

* Ability to thrive in a fast paced business environment with strong time management skills

* Computer proficiency in Word and Excel with Power Point a plus

Desired Skills:

Some audit, underwriting or account management

Some basic understanding of legal documentation

**The team reserves the right to hire at the AB Sr. Portfolio Specialist OR AB Portfolio Specialist level, depending on the chosen candidate’s experience)**

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The AB (Asset-Based) Sr. Portfolio Specialist manages a portfolio of asset-based structured loans in a variety of industries. The AB Sr. Portfolio Specialist is responsible for actively monitoring financial and collateral trends and recommending appropriate action. Responsibilities also include reviewing requests for loan modifications, analyzing financial performance, negotiating terms, drafting proposals, reviewing documents, and preparing recommendations for approval. Must be good at multi-tasking in order to meet the time deadlines of both the client and the bank. The AB Sr. Portfolio Specialist is an active member of the client team and interfaces directly with the client and participates in building the client relationship. Generally capable of handling the most sensitive accounts.  Some travel required to meet with clients. Works closely with manager.

Required Skills:

* 10+  years’ experience in Commercial and/or ABL credit and relationship management experience

* Bachelor's or Master’s degree in finance, accounting, economics or business administration

* Sound financial statement analytical skills

* Basic understanding of legal documentation

* Must be detail focused and well organized

* Proactive/confident communication skills (both verbal and written) to interact with senior management, clients, attorneys, etc

* Ability to thrive in a fast paced business environment with strong time management skills

* Computer proficiency in Word and Excel with Power Point a plus

Desired Skills:

Some audit, underwriting or account management

Some basic understanding of legal documentation

**The team reserves the right to hire at the AB Sr. Portfolio Specialist OR AB Portfolio Specialist level, depending on the chosen candidate’s experience)**

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21045925

Band: H4

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Tamika Gabriel

Referral Bonus:

0

Street Address

Primary Location:
100 FEDERAL ST, MA, Boston, 02110