Commercial Portfolio Analyst

BMO

Unknown, Unknown, United States
Base: $54,000.00 - $99,600.00; bonus/equity: may i...
Financial covenant compliance tracking
Collateral margining calculations
Commercial loan agreement analysis
The role supports commercial lending teams by independently tracking and assessing financial covenant compliance to identify potential credit deterioration

Job Summary

  • The role supports commercial lending teams by independently tracking and assessing financial covenant compliance to identify potential credit deterioration.
  • Candidates must apply working knowledge of accounting principles and financial statements to support credit analysis and underwriting activities.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role supports commercial lending teams by independently tracking and assessing financial covenant compliance to identify potential credit deterioration.

Salary

Base: $54,000.00 - $99,600.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Financial covenant compliance tracking
  • Collateral margining calculations
  • Commercial loan agreement analysis
  • Financial statement interpretation
  • Credit risk identification

Nice-to-have

  • Process improvement initiatives
  • Creative problem solving skills
  • Data-driven decision making
  • Operational understanding of lending
  • Team collaboration abilities

Key Requirements

  • Bachelor's degree in Business Administration, Finance, or Accounting
  • 2-3 years of relevant experience in credit or lending operations
  • BMO Credit Qualification within one year of assignment

Work Rights

Not specified

Tailored Resume

Cover Letter