Relationship Manager Associate

BMO

Newport Beach, CA, United States
Base: $88,800.00 - $165,600.00; bonus/equity: may ...
Credit analysis and decision making
Loan structuring and negotiation
Portfolio monitoring and risk assessment
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.
  • Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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

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 analysis and decision making
  • Loan structuring and negotiation
  • Portfolio monitoring and risk assessment
  • Client relationship management
  • Business development planning

Nice-to-have

  • Networking with industry contacts
  • Identifying share of wallet opportunities
  • Leveraging analysis tools for growth
  • Exceptional client service environment

Key Requirements

  • 5-7 years relevant experience
  • Bachelor's degree required
  • Proficiency in Financial analysis
  • Proficiency in Loan Structuring
  • Proficiency in Credit Risk Assessment

Work Rights

Not specified

Tailored Resume

Cover Letter