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Commercial Loan Officer IV - Boston more...
Location:Boston, MA
Company:Boston Private
First posted:February 22, 2017

The Commercial Loan Officer IV is responsible, individually and in a mentoring capacity, for managing a portfolio of existing commercial and private banking relationships, originating new financing transactions, and cross-selling the Bank's other products and services. Lead client relationship manager/business developer and manages more complex deals.

Responsibilities, Duties, and Accountabilities:

Credit Quality/Portfolio Management: While maintaining a strong customer focus and customer relations, assesses and monitors a commercial and private banking loan portfolio. Understands, adopts, and adheres to the Bank's Loan Policy. In client relationship management roles, the Commercial Loan Officer IV has primary responsibility for all but the largest and most complex clients. Works with a large degree of independence. Provides accurate assessments of credit risk as exhibited by proper risk ratings, comprehensive and accurate credit applications submitted for approval, solid loan recommendations and proposed structures. Understands loan documentation. Maintains comprehensive and current credit files. Monitors risk (delinquencies, overdrafts, etc.). Provides timely information to management regarding potential portfolio issues.

Business Development: Cultivates new lending opportunities that can be developed into strategic relationships. Responsible for annual goals tied to loan volume, fee income generation and cross-sales. Works closely with internal partners to generate internal referrals as well as develops an external network of centers of influence. Involved within the community and supports the Bank's Community Reinvestment Act (CRA) initiatives.

Senior Officer Duties: Actively engaged in a leadership role either internally or externally in the community (chartable and/or business organizations). Actively works with all business areas to develop and maintain cross-selling opportunities. Proficient with a variety of Bank products and services. Participates in special projects and initiatives as needed.

Supervisory Responsibilities:
May have limited staff management responsibilities and may supervise one or two more junior employees.


  • BS/BA preferred
  • Formal Credit Training preferred
  • 8 years of direct commercial and/or private banking lending experience
  • Excellent communication and client service skills
  • Experience with Moody's Financial Statement Analyst software or similar financial statement analysis software required
  • Proficient with Microsoft Office
  • Excellent quantitative/analytical and oral/written skills

    Equal Opportunity Employer

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