Small Business Portfolio Manager II - Exception Managed
Pittsfield, Massachusetts, United States · On-site
$25/hr–$43/hr
Mid level
Division: Beacon Bank & Trust Department: Small Business Admin Reports to: Director of Small Business Banking & Commercial Compliance Status: Non - Exempt Pay Grade: 9 Salary Range: $25.00 - $43.51 Actual compensation wi…
Pittsfield, Massachusetts, United States · On-site
$56k–$102k/yr
Mid level
Division: Corporate Strategy Department: Enterprise Analytics Reports to: Chief Data Analytics Officer Status: Exempt Grade: 10 Salary Range: $55,588 - $102,474 Actual compensation within the pay range will be determined…
Division: Beacon Bank & Trust Department: Call Center Reports to: Customer Support Manager Status: Non-Exempt Grade: 6 Pay Range: $20.00 - $28.90 Actual compensation within the pay range will be determined based on facto…
Skills: Customer Service, Problem Solving, MS Word, MS Excel, Cross Selling
Assistant Director or Director, Global Cyber Insurance Strategy & Alignment
Chicago, Illinois, United States · On-site
$120k–$225k/yr
Senior+$350M raised
Description Liberty Mutual Insurance is seeking a dynamic and highly motivated Assistant Director or Director to join our Global Cyber Insurance Strategy & Alignment team. This multifaceted role blends program management…
Skills: Program Management, Strategic Planning, Data Analysis, Stakeholder Management, Project Governance
Description As a Senior Analyst, Advanced Analytics on Treasury's Data & Analytics team, you will turn a broad and complex financial data landscape into insight that shapes how Treasury and Liberty Mutual’s business unit…
Marlborough, Massachusetts, United States · Hybrid
Mid level
As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee …
Business Relationship Manager II - Assistant Vice President
Boston, Massachusetts, United States · On-site
$90k–$136k/yr
Mid level$1.6B raised
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Business Relationship Manager is for you. As a Business Relationship Manager II (BRM) in Business Banking…
About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, s…
Skills: Python, LLM, Agentic AI, Anthropic Cloud Code, Claude Interpreter
Site: The General Hospital Corporation Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As …
Skills: Microsoft Office, Excel, Communication, Organizational Skills, Leadership
(USA) Store Manager - Division 1/Neighborhood Market
Brockton, Massachusetts, United States · On-site
$95k–$145k/yr
Senior
Position Summary... What you'll do...Upholds the Companys Open Door Policy: by meeting with Associates and listening to concerns researching issues reviewing Company policies andprocedures and providing resolutions for A…
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with…
Skills: Client Relationship Management, Money Movement Transactions, Microsoft Office, Time Management, Interpersonal Skills
Sales & Service Banker, Worcester, MA Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a techno…
Director, Distribution Revenue Requirements (hybrid)
Westwood, Massachusetts, United States · Hybrid
$195k–$216k/yr
Senior+$3.0B raised
Eversource will not offer immigration-related sponsorship for this position (e.g., H-1B, O-1, J-1, TN, E-3, etc.). Applicants requiring visa sponsorship to start employment with Eversource will not be considered. Role an…
Skills: Finance, Accounting, Utility Regulation, Revenue Requirements, Rate Making Theory
Eversource will not offer immigration-related sponsorship for this position (e.g., H-1B, O-1, J-1, TN, E-3, etc.). Applicants requiring visa sponsorship to start employment with Eversource will not be considered. Eversou…
Business Development Analyst - RE Investor Relations
Boston, Massachusetts, United States · Hybrid
$75k–$85k/yr
Mid level$30M raised
Location: On-site in Boston, MA Main Purpose of the Role The Business Development Analyst will play a key role in supporting the firm's investor relations and capital-raising initiatives across a diverse range of investo…
Walnut Hill School for the Arts seeks an experienced Director of Finance to join the Business Office. The Director oversees the daily financial operations of the School's Business Office, ensuring the integrity of financ…
Skills: General Ledger Management, Net Asset Accounting, Financial Reporting, Tuition Billing, Accounts Payable
Main Purpose of the Role Building on prior experience in design, development, or construction management, the successful candidate will be an integral member of a small team of internal subject matter experts focused on …
Skills: Construction Management, Architectural Design, Physical Due Diligence, Risk Management, Budgeting
Manager, Strategy & Analytics – Business Trends & Sourcing Operation
Waltham, Massachusetts, United States · Hybrid
$132k–$148k/yr
Senior$722M raised
Xometry (NASDAQ: XMTR) powers the industries of today and tomorrow by connecting the people with big ideas to the manufacturers who can bring them to life. Xometry’s digital marketplace gives manufacturers the critical r…
Salary Grade : 14 The Staff Accountant supports the accounting and financial reporting functions of the multi-bank holding company and its subsidiary banks. This position is responsible for maintaining accurate financial…
Skills: GAAP, General Ledger, Account Reconciliation, Financial Reporting, Microsoft Excel
Newburyport, Massachusetts, United States · On-site
$200k–$300k/yr
Senior
Chief Human Resource Officer The Institution for Savings is seeking a Chief Human Resource Officer to join the Bank’s executive leadership team to develop and execute a comprehensive people strategy that supports t…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$25/hr–$43/hr
Full-time
associate degree
Posted 33d ago
~40 hrs/week
Responsibilities
Provides relationship management and monitoring for an exceptions-managed small business loan portfolio to maintain quality and risk accuracy. Handles line renewals, annual reviews, and ensures compliance with SBA policies and banking regulations.
Requirements
Requires at least one year of experience in credit analysis or risk underwriting within the banking industry. An associate degree in accounting, finance, economics, or business administration is preferred.
Full job description
Division: Beacon Bank & Trust
Department: Small Business Admin
Reports to: Director of Small Business Banking & Commercial Compliance
Status: Non - Exempt
Pay Grade: 9
Salary Range: $25.00 - $43.51
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: MA, NY, CT, RI, VT
Purpose/Objective:
Provides relationship management support to Small Business in monitoring and servicing an existing exceptions managed portfolio of loans. Continuously evaluates exceptions-based portfolio performance to maintain portfolio quality and risk rating accuracy. Interacts with customers as well as bank employees to address credit and deposit service-related matters in a satisfactory manner.
Key Accountabilities:
• Processes line renewals and maturing loans, annual reviews, modifications, extensions, releases, and assignments. 40%
• Collects required client and project financials and other information including, as appropriate, preparation of timely appraisal requests, completes environmental transaction assessments and monitoring any other items as necessary. 20%
• Assists with managing delinquency with the Special Assets Team. Monitoring overdrafts, score alerts, highline use of borrowers to carefully assign risk ratings. 15%
• Works with large portfolio of SBA loans to ensure following of SBA Policy and Procedure. Monthly review of proper line utilization. 15%
• Assumes additional responsibilities as requested. Assists other Portfolio Managers with training, mentoring, and team building. 10%
• 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:
• Associate degree in accounting, finance, economics or business administration preferred
• Continuing education in bank- related courses
Experience:
• 1+ years practical, related work experience
• 1+ years’ experience in credit analysis or risk underwriting in the banking industry
Skills & Knowledge:
• Ability to prioritize and work under pressure
• Demonstrated ability to execute
• Proficient in Microsoft Office including Word, Excel, PowerPoint, Outlook, etc.
• Computer skills including web-based searches
• Strong written/verbal communication skills
• Solid interpersonal skills
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].
Related keywords
Small Business BankingSBA LoansCredit AnalysisRisk RatingPortfolio ManagementLoan RenewalsFinancialsAppraisal RequestsEnvironmental Transaction AssessmentsSpecial AssetsBanking ComplianceMicrosoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft Outlook
Beacon Bank is a full-service, regional bank serving the Northeast and a subsidiary of Beacon Financial Corporation (NYSE: BBT). Headquartered in Boston, the bank has $24 billion in assets and more than 145 branches throughout New England and New York. The company, through Beacon Bank, offers a full suite of tailored banking solutions including commercial, cash management, asset-based lending, retail, consumer and residential products and services. It also provides equipment financing through its Eastern Funding subsidiary, SBA lending through its 44 Business Capital division and private wealth services through Clarendon Private.
Offices: Boston, Massachusetts, US
Commercial BankingBusiness Banking Personal BankingInvesting & Wealthand Private Banking
How much do Finance & Accounting jobs in Massachusetts pay?
Based on 3784 listings with disclosed salaries, most finance & accounting jobs in Massachusetts pay between $74k–$196k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Massachusetts right now?
There are currently 5,535 open finance & accounting positions in Massachusetts listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Massachusetts?
Companies currently hiring include State Street, Bank of America, TD, MassDEP, Harvard Division of Medical Sciences, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Massachusetts?
Yes — 2516 of the 5535 open finance & accounting positions offer remote or hybrid work (454 remote, 2062 hybrid).
How do I apply for Finance & Accounting jobs in Massachusetts?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
Finance & Accounting jobs by city in Massachusetts