Boston Private Bank and Trust
Boston Private Bank and Trust Company Information
Boston Private Bank and Trust Company Information
Boston Private Bank and Trust Jobs & Careers
The primary function of this position is to accurately record all the residential mortgage loan HMDA data. Due to the highly regulated nature of the mortgage business, this individual is responsible for ensuring that our HMDA data is recorded properly, accurately, timely, and according to regulations. An ideal candidate will have experience with the collection of HMDA data and will be able to jugg...
Incumbent is responsible for generating current repetitive fee income through investment management sales and specific custodial business. In addition, there is a responsibility to refer profitable cross-sell opportunities to Boston Private Bank & Trust Company?s other business areas. As a sales professional, it is expected that the incumbent will direct the sales process and build the resource te...
The incumbent is responsible for assisting the assigned Sales Professional(s) in pre and post-sales operations. He/she provides administrative support in an efficient and well-organized manner in the areas of marketing, prospecting, and opening new business via IM&T processes. Roles and Responsibilities: ?Initiate new account openings. ?Maintain and update files for new prospects and continued sal...
Boston Private Bank and Trust Cambridge, MA
The Residential Loan Officer is responsible for originating new residential financing transactions for the Bank?s Portfolio and to sell to Secondary Market Investors. Loan Officer is responsible for identifying and referring cross-selling opportunities to Deposit Management, Commercial Lending and Investment Management to create strategic relationships. Roles and Responsibilities: *Meet or exceed...
The incumbent is responsible for assisting three Fixed Income Portfolio Managers (PMs). He/she provides administrative support in an efficient and well-organized manner in the areas of portfolio management, trust administration, tax reporting, account maintenance, marketing, client reporting and clerical duties. Roles and Responsibilities: ?Active member of a client service team that is responsibl...
The primary function of the loan processor is to move a loan from the loan originator to closing in a timely and efficient fashion. Due to the highly regulated nature of the mortgage business, the mortgage processor is responsible for all compliance documents in the loan file. An ideal candidate will be able to juggle numerous tasks, be detail oriented, and work well both independently and with a...
Boston Private Bank and Trust Santa Monica
Located in the Bank?s Santa Monica main office, the Lending Officer is responsible for managing a portfolio of existing commercial and private banking relationships, originating new financing transactions, and cross-selling the Bank?s other products and services. Roles & Responsibilities: Credit Quality/Portfolio Management: While maintaining a strong customer focus and customer relations, assesse...
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