Corporate Banking Portfolio Manager

About the Opportunity

Position: Corporate Banking Portfolio Manager

Location: Hybrid/Waltham, Massachusetts

Summary

At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong commitment to diversity and inclusion. The Corporate Banking Portfolio Manager, under the supervision of the FVP Head of Commercial Portfolio Management, will assist with managing the credit risk and loan quality of the C&I loan portfolio, through the preparation of credit analyses for loans being proposed, renewed, or reviewed. In addition, the Corporate Banking Portfolio Manager is tasked with developing background information, spreading of financial statements in Sageworks, analyzing financial and other information, and preparing loan packages for use in the commercial loan approval and review process.

Key Result Areas

• Support and assist C&I loan officers as needed
• Collection and Monitoring of C&I Borrower financial information as required by loan approvals
• Management Reports
• Customer Contact
• Additional Responsibilities

Responsibilities

• Provide support as needed to loan officers with preliminary underwriting review of new prospective loans
• Assist in managing the credit approval process for new loans and existing loan renewals
• Collection and Monitoring of C&I Borrower financial information
• Responsible for collecting information and completion of regularly scheduled C&I management reports
• Provide day-to-day point of contact for customer service issues
• Ensure adherence to Bank's guidelines, loan policies, and procedures

About You

Qualifications:

• Four-year college degree, preferably in business, finance, economics, or accounting
• 3-4 years credit analysis experience, to include C&I experience
• Completion of a formal credit training program
• Solid understanding of financial accounting, along with strong analytical and computer skills
• Knowledge of commercial lending operations and regulations preferred
• Strong communication, customer service, and interpersonal skills
• Ability to work independently and meet deadlines

Benefits

The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities the inclusion of which would be in conformity with the major purpose of this job.

About Company

About Cambridge Savings Bank: Cambridge Savings Bank is a full-service banking institution with over $7 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers, and the communities we serve. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business, and consumer customers. In February 2025, Kroll Bond Rating Agency affirmed CSB’s investment-grade rating, reinforcing the bank’s position as a reliable business lender. To learn more about how CSB can meet your needs, visit us at cambridgesavings.com, or better yet, come meet us to help you make the most out of your banking relationship. Member FDIC. Equal Housing Lender. NMLS # 543370

Cambridge Savings Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.