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.
Responsibility for reviewing the accuracy and completeness of all transactions related to loans, including workflows. Provides a variety of activities to support the processing of transactions and payments on loan accounts. Performs a variety of loan operations activities in accordance with department policies and procedures. Provides prompt and courteous service to clients and internal staff.
Boston Private is an Equal opportunity Employer