Commercial Real Estate Portfolio Manager

2 weeks ago

San Ramon, California, United States BMO Full time
Job Summary

We are seeking a highly skilled Commercial Real Estate Portfolio Manager to join our team at BMO. As a key member of our US Commercial Real Estate team, you will be responsible for facilitating decision-making and analysis of credit information to support lending decisions. You will maintain and promote a client service environment to satisfy and exceed customer needs and expectations.

Key Responsibilities
  • Underwrite, analyze, and prepare credit memos to support lending decisions.
  • Develop credit information to make lending decisions on new, renewal, and extension loans.
  • Review, analyze, and evaluate risks of new or existing business.
  • Manage and service a portfolio of existing loan relationships.
  • Ensure financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance, and assisting with loan presentations.
  • Handle reporting on loans, including past dues, documentation, and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc.
  • Prepare summary reports, present facts, and offer opinions concerning credit worthiness.
  • Keep informed of financial and market trends in the portfolio and analyze those trends for the effect they will have on the portfolio.
  • Expand and build relationships with a high degree of resultant customer satisfaction.
  • Establish cross-selling initiatives to increase penetration with clients.
  • Apply deep expertise in bank products, processes, and systems and effectively troubleshoot to ensure a high-quality client experience.
  • May coordinate closing with the closing department, clients, and attorneys.
  • Serve as a daily escalation resource to ensure client expectations are met or exceeded.
  • Act as a trusted advisor to assigned business/group.
  • Influence and negotiate to achieve business objectives.
  • Recommend and implement solutions based on analysis of issues and implications for the business.
  • Conduct independent analysis and assessment to resolve strategic issues.
  • Help determine business priorities and best sequence for execution of business/group strategy.
  • Act as the prime subject matter expert for internal/external stakeholders.
  • Participate in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
  • Design and produce regular and ad-hoc reports and dashboards.
  • Maintain current on financing trends in target clients' markets and communicate same to team members.
  • Oversee preparation of concise, well-reasoned credit correspondence.
  • Coordinate the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.
  • Negotiate transactions with clients and provide deal structuring expertise.
  • Oversee documentation and ongoing monitoring of asset and client performance.
  • May manage workflow of other analysts by aligning tasks with departmental goals and objectives.
  • Partner with internal stakeholders for accurate, detailed client information.
  • Assist in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
  • Minimize BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
  • Provide input into the planning and implementation of operational programs.
  • Build effective relationships with internal/external stakeholders.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provide specialized consulting, analytical, and technical support.
  • Exercise judgment to identify, diagnose, and solve problems within given rules.
  • Work independently and regularly handle non-routine situations.
  • Broad work or accountabilities may be assigned as needed.
Qualifications
  • 5-7 years of relevant experience in Portfolio Management.
  • Deep knowledge and technical proficiency in Commercial Real Estate Portfolio Management.
  • Experience in analyzing Credit Information and making Credit Decisions.
  • Experience in supporting Lending Decisions.
  • Verbal and written communication skills - In-depth.
  • Collaboration and team skills - In-depth.
  • Analytical and problem-solving skills - In-depth.
  • Influence skills - In-depth.
  • Data-driven decision making - In-depth.
Salary and Benefits

The salary range for this position is $87,000 - $161,400 per year, with a pay type of Salaried. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are an equal opportunity/affirmative action employer and are committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives.

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