Loan Officer Loan Officer …

Boston Private Bank Trust Company
in Pasadena, CA, United States
Permanent, Full time
Last application, 29 Feb 20
Boston Private Bank Trust Company
in Pasadena, CA, United States
Permanent, Full time
Last application, 29 Feb 20
Loan Officer
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  • Commercial Loan Officer I Job Locations US-CA-Pasadena Posted Date 2 days ago(2/3/2020 5:32 PM) Job ID 2019-2234 # of Openings 1 Category Commercial Lending
  • Overview

    The Commercial Loan Officer I in our Pasadena office assists senior Commercial Loan Officers on top accounts.


    Credit Quality/Portfolio Management:  While maintaining a strong customer focus and customer relations, assists with monitoring  a commercial and private banking loan portfolio.  Understands, adopts, and adheres to the Bank’s Loan Policy.  Understands loan documentation.  Maintains comprehensive and current credit files.  Monitors risk (delinquencies, overdrafts, etc.).  Provides timely information to management regarding potential portfolio issues.

    Senior Officer Support:  Assists senior loan officers in the discharging of their duties; including assistance with vetting prospective opportunities, as well as preparing term sheets, commitment letters, and other administrative tasks.  Actively works with all business areas to develop and maintain cross-selling opportunities .Works closely with Credit Administration to underwrite new opportunities as well as renewals and modifications of existing relationships. Acts as the secondary/backup officer and assists in the monitoring of commercial and private banking credit facilities.  Participates in special projects as needed.

    • BS/BA preferred
    • 0-3 years of direct commercial and/or private banking lending experience
    • Commercial Credit Training assignment preferred
    • Excellent communication and client service skills required
    • 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
    • Proficient in multi-tasking in a team oriented environment focused on the highest standards of client service.

    Boston Private is an Equal Employment Opportunity/Affirmative Action Employer.
    Minorities/Females/Individuals With Disabilities/Protected Veterans.

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