Portfolio Manager, Commercial (emerging Middle Market)

BMO

Multiple Locations, US
Base: $69,000.00 - $127,800.00; bonus/equity: not ...
Credit analysis for lending decisions
Financial analysis and client creditworthiness
Loan structuring and collateral 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: $69,000.00 - $127,800.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Credit analysis for lending decisions
  • Financial analysis and client creditworthiness
  • Loan structuring and collateral assessment
  • Portfolio monitoring and compliance
  • Client relationship building
  • Risk assessment and mitigation

Nice-to-have

  • Aggressive growth ambitions
  • Exceptional client service environment
  • Industry trend analysis
  • Cross-selling opportunities
  • Proactive client return evaluation

Key Requirements

  • 3-4 years of relevant experience in credit or lending
  • Bachelor’s degree required
  • Business Administration, Finance and Accounting preferred
  • Technical proficiency
  • 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