Top Finance Jobs in Boston, MA

The CRE Lender will manage a self-sourced portfolio focusing on business development, loan processing, and credit management, while building strong client relationships.

The role focuses on business development, managing a portfolio, and coordinating loan transactions while ensuring compliance with bank policies.

Support daily accounting operations, reconciliations, month-end/year-end close, budget tracking and financial analysis. Process vendor setup and invoices, assist audits and regulatory reporting, and maintain accurate documentation and procedures.

Underwrite residential mortgage loans by reviewing credit, loan-to-value, debt ratios, property valuation and risk factors for compliance with bank and investor guidelines. Analyze exceptions, deficiencies, and special conditions; recommend alternative loan structures; coach field staff and brokers on technical underwriting issues; exercise independent judgment on matters with significant financial impact.

The Private Banking Account Executive develops relationships with high-net-worth clients, providing tailored banking services and ensuring exceptional client satisfaction while managing a personal book of business.

Lead new business opportunities in venture banking, build key relationships with startups and VC firms, and manage client accounts. Represent the bank at industry events and provide strategic banking advice to clients.