Commercial Banking - Technology Vertical Portfolio Manager

BMO Financial Group

San Francisco, California, United States
Base: $88,800.00 - $165,600.00; bonus/equity: may ...
Credit risk assessment and analysis
Loan structuring and negotiation
Financial modeling for repayment capacity
The role involves analyzing credit information to support lending decisions for a portfolio of technology industry clients

Job Summary

  • The role involves analyzing credit information to support lending decisions for a portfolio of technology industry clients.
  • Candidates will negotiate loan structures that align client requirements with the bank's risk appetite and policies.
  • The position offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role involves analyzing credit information to support lending decisions for a portfolio of technology industry clients.

Salary

Base: $88,800.00 - $165,600.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Credit risk assessment and analysis
  • Loan structuring and negotiation
  • Financial modeling for repayment capacity
  • Portfolio performance monitoring
  • Regulatory compliance adherence

Nice-to-have

  • Strong client relationship building
  • Business development and networking
  • Cross-selling and share of wallet growth
  • Strategic capital allocation planning

Key Requirements

  • Bachelor's degree in Business Administration, Finance, or Accounting
  • 5-7 years of relevant experience in credit or lending instruments
  • Deep knowledge of financial operations in a corporate banking environment

Work Rights

Not specified

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