Boston Private Bank & Trust Company

  • Commercial Loan Administrator I

    Job Locations US-MA-Boston
    Posted Date 2 days ago(1/14/2019 8:14 AM)
    Job ID
    # of Openings
    Commercial Lending
  • Overview

    Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses. 

    Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.


    As a member of a Commercial Banking Team, the Commercial Loan Administrator I (CLA I) is responsible for providing administrative and client service support to the Loan Officers and Team Leader in support of their respective roles and responsibilities.  The CLA I will also perform other tasks/projects as requested, and provide assistance as needed to other teams.



    • Provide assistance to lenders in all aspects of Portfolio Management/Credit Quality and New Business Development. In this role, the CLA must demonstrate excellent organizational skills, attention to detail, and the ability to multitask.  Specifically, responsibilities include: 1) Processing loan advances, loan payments, payoffs, account transfers and any other client requests in a timely manner, 2) assisting with the tracking/collection of client information and monitoring delinquencies, 3) tracking and updating insurance coverage on loans, 4) insuring the accuracy and completeness of loan set-up/renewal information on the loan system and 5) tracking covenant, policy and loan document exceptions.


    • Interact with clients, external centers of influence (accountants, attorneys, advisors, etc.), and other support areas of the Bank via telephone, e-mail and in person to provide superior service. The CLA must conduct them self in a professional and business-like manner, and possess strong communication skills.  Specific responsibilities include: 1) handling routine inquiries and client service issues promptly, and 2) providing phone coverage and taking messages.  


    • Provide clerical and technical support for the lenders and team leader. In addition to basic duties (word processing, filing, copying and appointment management), the CLA will be responsible for proper set up and maintenance of client credit and legal files.  In this role, the CLA will have a familiarity with basic loan documents.  The CLA also provides key technical support through: the preparation of credit applications, portfolio and pipeline reports, and marketing presentations.  In this role, the CLA must possess strong computer proficiency.     






    • 2-3 years of prior work experience; experience within a commercial bank environment is preferred
    • Associates Degree and/or graduate of a professional secretary or administrative assistant school preferred.
    • Computer proficiency and comfortable using technology.
    • Strong communication and organizational skills.
    • Proficient in multi-tasking in a team oriented environment focused on the highest standards of client service.

    Boston Private is an Equal Opportunity Employer


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