Avp, Portfolio Manager - Commercial Banking Religious Institutions

BMO

2623 Camino Ramon, US
Base: $88,800.00 - $165,600.00; bonus/equity: not ...
Credit analysis for lending decisions
Negotiate loan structures and terms
Assess client repayment capacity
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.
  • Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
  • 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: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Credit analysis for lending decisions
  • Negotiate loan structures and terms
  • Assess client repayment capacity
  • Monitor portfolio for deteriorating credit
  • Develop and execute business development plans
  • Build and maintain client relationships

Nice-to-have

  • Exceptional client service environment
  • Gather competitive insights and best practices
  • Enhance service quality and acquire new business
  • Nurture and grow portfolio exceeding ROE

Key Requirements

  • 5 – 7 years of relevant experience
  • Bachelor’s degree required
  • Business Administration, Finance and Accounting preferred
  • Deep knowledge and technical proficiency
  • Foundational level of proficiency: Structuring Deals
  • Advanced level of proficiency: Problem Solving, Collaboration, Detail-Oriented, Customer Service, Loan Structuring, Regulatory Compliance, Portfolio Management, Credit Risk Assessment, Banking Operations, Microsoft Office
  • Expert level of proficiency: Financial analysis

Work Rights

Not specified

Tailored Resume

Cover Letter