Commercial Banking - Technology Vertical Portfolio Manager

BMO

San Francisco, California, United States
Base: $88,800.00 - $165,600.00; bonus/equity: may ...
5-7 years credit or lending experience
Bachelor's degree in finance or accounting
Financial modeling and risk assessment skills
The role involves analyzing credit information and making lending decisions for a portfolio of technology industry clients while maintaining exceptional service

Job Summary

  • The role involves analyzing credit information and making lending decisions for a portfolio of technology industry clients while maintaining exceptional service.
  • Candidates will negotiate loan structures that align client requirements with bank risk appetite and monitor portfolios to identify deteriorating credit conditions.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside competitive compensation.

Matching Summary

The role involves analyzing credit information and making lending decisions for a portfolio of technology industry clients while maintaining exceptional service.

Salary

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

Skills & Requirements

Must-have

  • 5-7 years credit or lending experience
  • Bachelor's degree in Finance or Accounting
  • Financial modeling and risk assessment skills
  • Loan structuring and negotiation expertise
  • Portfolio performance monitoring capabilities

Nice-to-have

  • Deep knowledge of technology industry trends
  • Strong networking and relationship building
  • Proactive revenue and cross-selling identification
  • Excellent client service environment maintenance
  • Ability to work independently on non-routine situations

Key Requirements

  • 5-7 years relevant experience in credit or lending
  • Bachelor's degree required (Business Admin, Finance, Accounting preferred)
  • Credit qualifications according to portfolio standards if applicable

Work Rights

Not specified

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