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MS
Monson Savings Bank
Portfolio Manager
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What they do
An Investment Fund Manager plans, directs, or coordinates investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.
$178,783 / year median in Massachusetts
+9% projected growth
Job Description
Portfolio Manager Monson Savings Bank - 2.8 Wilbraham, MA Job Details Full-time $85,000 - $110,000 a year 2 hours ago Benefits Health insurance Dental insurance Paid time off 401(k) matching Qualifications Microsoft Excel Customer relationship building Credit risk assessment Professional ethics Regulatory compliance Financial statement analysis Word embeddings Bachelor's degree Financial report interpretation Productivity software Cross-functional collaboration Full Job Description If you are passionate about commercial lending, enjoy building relationships, and are looking for an opportunity to make a meaningful impact at a local community bank, this is the position for you! Monson Savings Bank is seeking a motivated Portfolio Manager to join our Commercial Lending team. In this role, you will work closely with commercial loan officers and business customers to manage established lending relationships, support new loan opportunities, and contribute to the continued growth of our commercial portfolio. This position combines customer interaction, credit analysis, and portfolio management, making it an ideal opportunity for a banking professional looking to expand their commercial lending career. Some of the position responsibilities include: Manage and support a portfolio of commercial banking relationships. Analyze credit history of applicants and determine loan repayment capabilities. Obtain customer financial reports and appraisals; document collateral values. Facilitate the process of negotiating credit terms, loan repayment methods, and collateral specifications. Partner with lenders to facilitate loan closings, renewals, modifications, and portfolio reviews. Assist lenders with customer-call research and preparation, loan participations, and the management of past-due and maturing loans. Collaborate with internal teams to ensure exceptional service and efficient loan administration. Represent Monson Savings Bank in the community through business and networking events. Contribute ideas that improve processes, enhance service, and support departmental goals. This exempt, full-time position is based at the Loan & Operations Center, located at 75 Post Office Park in Wilbraham, Massachusetts, with the potential for a future hybrid or remote work arrangement. Apply today and help businesses achieve their goals while building your future at Monson Savings Bank.