Associate, Portfolio Management And Underwriting, Commercial (emerging Middle Market)

BMO

Multiple Locations, US
$69,000.00 - $127,800.00; not specified; health in...
Credit analysis
Financial analysis
Portfolio monitoring
Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients

Job Summary

  • Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients.
  • Supports credit-granting decisions by making recommendations to manager and supports portfolio monitoring and compliance within the portfolio to identify deteriorating credit conditions and ensure compliance.
  • Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.

Matching Summary

Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients.

Salary

$69,000.00 - $127,800.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans

Skills & Requirements

Must-have

  • Credit analysis
  • Financial analysis
  • Portfolio monitoring
  • Risk assessment
  • Loan structuring
  • Client relationship management

Nice-to-have

  • Boldly Grow the Good
  • Exceptional client service
  • Industry trend analysis
  • Cross-selling opportunities

Key Requirements

  • 3-4 years relevant experience
  • Bachelor's degree required
  • Business Administration, Finance and Accounting preferred
  • Intermediate proficiency in Problem Solving, Collaboration, Detail-Oriented, Analytical Thinking, Loan Structuring, Regulatory Compliance, Portfolio Management, Credit Risk Assessment, Banking Operations, Microsoft Office
  • Advanced proficiency in Data analysis tools, Financial analysis

Work Rights

Not specified

Tailored Resume

Cover Letter