2 jobs found in Somerville, MA

Location: 225 Franklin Street, Boston Massachusetts Job Summary The Portfolio Manager Analyst (PMA) provides relationship management support for assigned portfolio of clients who are clients and prospects who are primarily active commercial real estate owners, investors and developers. PMA's work in strong partnership with other Portfolio Managers and Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and utilize the full breadth of Key's product platform. PMA's help drive the financial performance of the team's revenue and risk management goals through portfolio management activities including credit monitoring, file maintenance, on-going covenant compliance verification, business development and lending/sales support, and operational support.  Essential Functions Proactively manages the portfolio to both maximize profitability and ensure strong asset quality through consistent and...

Location: 225 Franklin Street, Boston Massachusetts Job Summary The Commercial Analyst functions as part of a relationship team and works collaboratively to support sales and credit functions of the bank. Core responsibilities include working with relationship managers to create pitch materials for prospects and managing all functions of the lending process for relationships less than $10 million in credit commitments. This includes sales team support, client due diligence and managing the credit approval process to ensure timeliness, quality and the data integrity of all documentation and system of record information. Responsibilities Work closely with relationship managers, loan closers, and underwriters to identify and respond to client requirements as a member of the deal team for credit commitments less than $10 million. Create pitch materials for all prospects and/or clients, regardless of credit commitment amount. Lead and/or participate in due diligence...