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Jerry Marcus is a VP - Commercial Real Estate Lender at Dedham Savings Bank at Dedham Savings Bank. He possess expertise in banking, commercial lending, financial services, commercial banking, relationship management and 15 more skills.
Dedham Savings Bank
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Vp - Commercial Real Estate LenderDedham Savings Bank Mar 2018 - PresentResponsible for the business development and management of a commercial loan portfolio, including but not limited to Construction loans, CRE loans for residential buildings with 2+ units, commercial real estate, and commercial lines of credit. Lending limit up to $30 million per relationship. Current portfolio $80million. Closed $32 million in loans in 2022Produced $160,000 in non-interest income in 2022
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Vice President - Commercial Loan OfficerStonehambank Sep 2011 - Mar 2018Stoneham, Ma, UsResponsible for developing and overseeing commercial loan portfolio, including, but not limited to Commercial Real Estate, Commercial and Industrial (C&I), Lines of Credit, and Construction loans. Have lending approval responsibilities for all commercial loans up to $250,000. -
Vice President - Client Relationship ManagerState Street Nov 2001 - Dec 2010Boston, Massachusetts, UsVP - Client Relationship Manager for 35 Pension (DB) and 401(k) (DC) client’s with over $33 billion in assets. Responsible for the overall relationship management including client presentations, cross-selling products and services, RFP responses, participating in Final’s presentations, P&L management, Annual and ERISA reporting, and the overall responsibility of maintaining and increasing client satisfaction and loyalty. Traveled regularly to manage all 35 relationships, working closely with senior client contacts regarding strategic planning and their overall goals to build upon the relationship and create client loyalty and dependency. Negotiated all fees for new and existing clients. Reviewed and managed all legal and regulatory contracts and documents.
Jerry Marcus Skills
Jerry Marcus Education Details
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New England School For Financial Studies -
Bentley UniversityFinance
Frequently Asked Questions about Jerry Marcus
What company does Jerry Marcus work for?
Jerry Marcus works for Dedham Savings Bank
What is Jerry Marcus's role at the current company?
Jerry Marcus's current role is VP - Commercial Real Estate Lender at Dedham Savings Bank.
What is Jerry Marcus's email address?
Jerry Marcus's email address is gm****@****ank.com
What is Jerry Marcus's direct phone number?
Jerry Marcus's direct phone number is (888) 402*****
What schools did Jerry Marcus attend?
Jerry Marcus attended New England School For Financial Studies, Bentley University.
What skills is Jerry Marcus known for?
Jerry Marcus has skills like Banking, Commercial Lending, Financial Services, Commercial Banking, Relationship Management, Mutual Funds, Portfolio Management, Finance, Loan Origination, Credit, Loans, Real Estate.
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