Portfolio & Administrative Manager

Division

: Beacon Bank & Trust

Department : Portfolio & Credit Administration - Worcester

Reports to : C&I Team Leader

Status: Non - Exempt

Pay Grade: 9

Salary Range: $25.00 - $43.51

Salary range updated 2/26/2026. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Location: Worcester, MA

Purpose/Objective

Provides relationship management support to Division Head of Commercial Lending & Lending Teams in monitoring and servicing an existing portfolio of loans, cash management and depository products. Provides administrative support to management and lenders within the regions. Continuously evaluates operational and financial performance to maintain portfolio quality. Provides management with support for regional functions and various levels of reporting. This position requires a high level of knowledge of loan documentation, policies and procedures as well as knowledge of Commercial product lines, lending operations, policies, practices and procedures. The job also requires a high level of knowledge of the loan accounting, imaging and workflow systems.

Key Accountabilities

• Provide all aspects of confidential support to the Division Head of Commercial Lending and Lending teams to assist with the daily operational and administrative needs of the region. Maintains calendars, coordinates and schedules appointments, etc. to assist with managing schedules. Maintains a variety of files in an organized manner to provide easy accessibility and retention of required documentation and information. Maintains officer call information database, funding sheet integrity and creates various reports as requested. Demonstrates proficiency with Bank’s internal systems used to manage and grow the commercial portfolio. Manages various group meetings and functions within the region. 40%
• Collects any post-closing documentation in coordination with Documentation and Loan Specialists. Tracks all exceptions, delinquencies, covenant compliance certificates and ensures compliance information is complete and on file. Reviews credit files to ensure compliance with the policy. Maintains and updates any customer contact or automated loan processing systems as necessary to support Lending Officers and ensures accurate and up-to-date systems. 25%
• Corresponds with customers and collects required borrower and personal financial statements and other information including, as appropriate, borrowing base, covenant tracking, preparation of timely appraisal requests, completion of environmental transaction assessments and monitoring any other items as necessary. 20%
• Interacts with others in the bank as needed to resolve any internal or customer issues and then responds accordingly. Will suggest other services and make referrals to other business lines to benefit the customer’s overall business relationship. 10%
• May interact with participant banks on loans in which Berkshire Bank has sold participation(s), including timely distribution of borrowing base, covenant compliance, and financial information. Assumes additional responsibilities as requested. 5%
• Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties.

Education

• Bachelor’s Degree in accounting, finance, economics or business administration or equivalent work experience
• Continuing education in bank- related courses

Experience

• 5 years practical, related work experience (preferably with a Commercial Lending group)

Skills & Knowledge

• Ability to prioritize and work under pressure
• Strong organization skills and attention to detail
• Flexibility to work on both commercial real estate and C & I and Small Business credits
• Demonstrated ability to execute and multitask
• Proficient in Microsoft Office including Word, Excel, PowerPoint, Outlook, etc.
• Computer skills including web-based searches
• Strong written/verbal communication skills
• Strong interpersonal skills

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This job description is subject to change at any time.

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at [email protected].