Senior Portfolio Manager - Commercial (emerging Middle Market)

BMO Financial Group

Unknown, Unknown, United States
Base: $69,000.00 - $127,800.00; bonus/equity: may ...
Commercial loan risk evaluation
Financial statement analysis expertise
Credit worthiness determination
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 analyze financial statements, identify credit strengths and weaknesses, and support the negotiation of loan terms aligned with bank policies.
  • 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

  • Commercial loan risk evaluation
  • Financial statement analysis expertise
  • Credit worthiness determination
  • Loan agreement covenant management
  • UCA cash flow analysis proficiency

Nice-to-have

  • Strong client relationship building
  • Cross-selling revenue opportunities
  • Collaborative decision making skills
  • Proactive portfolio growth mindset
  • Exceptional client service environment

Key Requirements

  • Bachelor's degree in Business Administration, Finance, or Accounting
  • 3-4 years of relevant experience in credit or lending
  • Intermediate proficiency in problem solving and analytical thinking
  • Technical proficiency in data analysis tools and Microsoft Office

Work Rights

Not specified

Tailored Resume

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