Portfolio Manager
1 month ago
320 S Canal Street Chicago Illinois,60606
Facilitates decisioning and analysis of credit information to support lending decisions and processes for all real estate property types. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
- Oversees preparation of concise, well reasoned credit correspondence for Commercial Real Estate Lending opportunities.
- Provides accurate financial analysis and risk assessment to make lending decisions on new, renewal and extension loans.
- Conducts independent analysis and assessment to resolve strategic issues.
- Presents facts and offers opinions concerning credit worthiness.
- Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
- Coordinates with Lenders on preparation of proposals and pitches to prospective clients.
- May manage workflow of other analysts by aligning tasks with departmental goals and objectives.
- Oversees documentation and ongoing monitoring of asset and client performance.
- May coordinate closing with closing department, clients and attorneys.
- Uses financial models and other analytical tools to assist in evaluating capital structure.
- Designs and produces regular and ad-hoc reports, and dashboards.
- Maintains current on financing trends in target clients' markets and communicate same to team members.
- Serves as a daily escalation resource to ensure client expectations are met or exceeded.
- Acts as a trusted advisor to assigned business/group.
- Influences and negotiates to achieve business objectives.
- Builds effective relationships with internal/external stakeholders.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.
- Establishes cross-selling initiatives to increase penetration with client.
- Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
**Qualifications**:
- Typically, between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Deep knowledge and technical proficiency in all real estate types gained through extensive education and business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem-solving skills - In-depth.
- Influence skills - In-depth.
- Data driven decision making - In-depth.
**Compensation and Benefits**:
$87,000.00 - $161,400.00
**Pay Type**:
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
**We’re here to help**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
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