Senior Portfolio Manager - Commercial (emerging Middle Market)

BMO

Unknown, US
Base: $69,000.00 - $127,800.00; bonus/equity: may ...
Extensive commercial loan knowledge
Financial statement analysis expertise
Credit risk assessment skills
The role focuses on evaluating the risk level of commercial transactions and making well-informed decisions based on company guidelines

Job Summary

  • The role focuses on evaluating the risk level of commercial transactions and making well-informed decisions based on company guidelines.
  • Candidates will manage a portfolio by addressing covenant violations, completing annual reviews, and identifying opportunities to expand client relationships.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role focuses on evaluating the risk level of commercial transactions and making well-informed decisions based on company guidelines.

Salary

Base: $69,000.00 - $127,800.00; 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

  • Extensive commercial loan knowledge
  • Financial statement analysis expertise
  • Credit risk assessment skills
  • Loan agreement covenant management
  • UCA cash flow analysis proficiency

Nice-to-have

  • Strong client relationship building
  • Cross-selling revenue opportunities
  • Collaborative problem solving
  • Proactive portfolio growth mindset

Key Requirements

  • Bachelor's degree required
  • 3-4 years relevant experience in credit or lending
  • Intermediate proficiency in problem solving and analytical thinking

Work Rights

Not specified

Tailored Resume

Cover Letter