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AB Senior Portfolio Manager

Boston, Massachusetts

Job Description:

Responsible for the administration and coordination of the activities for a team of Asset Based Portfolio Specialists and Portfolio Management Officers/Credit Analysts in the Retail Finance Group.  Partners closely with client management teammates in both the Global Commercial Bank and Global Investment Bank to consult on sales opportunities, and provide asset based loan (“ABL") product expertise and consultation necessary to deliver the best possible ABL solution to the client.  Provides assistance to the team with their responsibilities.  

The team's responsibilities include the monitoring of financial and collateral trends, customer visits, preparing recommendations for credit approval, drafting approval documents, policy and procedure compliance, negotiating credit terms and reviewing and executing credit agreements.  The Asset Based Portfolio Manager has credit approval authority and overall responsibility for policy and procedure compliance and for managing the Retail Finance Group ABL portfolio. This role is non-registered.

 

  • Strong background in commercial credit, underwriting, portfolio management, structuring and negotiation skills
  • Knowledge of complex credit structures
  • Champion change and ensure changes are effectively implemented
  • Able to establish and maintain collaborative partnerships
  • Demonstrates strong teaming behavior that creates win-win solutions that build trust
  • Demonstrates deep and broad business acumen - a strong business person with technical skills
  • Able to influence executive management and provide thought leadership across the organization
  • Demonstrates sound judgment and acts with speed - able to achieve results quickly
  • Complex problem resolution abilities
  • Displays personal courage, makes tough decisions
  • Communicates crisply and candidly
  • Unquestionable business and personal integrity

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Responsible for the administration and coordination of the activities for a team of Asset Based Portfolio Specialists and Portfolio Management Officers/Credit Analysts in the Retail Finance Group.  Partners closely with client management teammates in both the Global Commercial Bank and Global Investment Bank to consult on sales opportunities, and provide asset based loan (“ABL") product expertise and consultation necessary to deliver the best possible ABL solution to the client.  Provides assistance to the team with their responsibilities.  

The team's responsibilities include the monitoring of financial and collateral trends, customer visits, preparing recommendations for credit approval, drafting approval documents, policy and procedure compliance, negotiating credit terms and reviewing and executing credit agreements.  The Asset Based Portfolio Manager has credit approval authority and overall responsibility for policy and procedure compliance and for managing the Retail Finance Group ABL portfolio. This role is non-registered.

 

  • Strong background in commercial credit, underwriting, portfolio management, structuring and negotiation skills
  • Knowledge of complex credit structures
  • Champion change and ensure changes are effectively implemented
  • Able to establish and maintain collaborative partnerships
  • Demonstrates strong teaming behavior that creates win-win solutions that build trust
  • Demonstrates deep and broad business acumen - a strong business person with technical skills
  • Able to influence executive management and provide thought leadership across the organization
  • Demonstrates sound judgment and acts with speed - able to achieve results quickly
  • Complex problem resolution abilities
  • Displays personal courage, makes tough decisions
  • Communicates crisply and candidly
  • Unquestionable business and personal integrity

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21073500

Band: H4

Manages People: Yes

Travel: Yes, 20% of the time

Manager:

Talent Acquisition Contact:

Terry Hall

Referral Bonus:

0

Street Address

Primary Location:
100 Federal St, MA, Boston, 02110