Portfolio Management Specialist

3 weeks ago

Chicago, Illinois, United States BMO Financial Group Full time
Job Summary

We are seeking a highly skilled Portfolio Management Specialist to join our team at BMO Financial Group. As a key member of our lending services team, you will be responsible for providing exceptional customer service and portfolio management in lending services for all existing and potential clients.

Key Responsibilities
  • Provide technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring.
  • Apply lending expertise to a lending and deposit portfolio or part of the lending process (e.g. underwriting, funding, monitoring).
  • Assist in preparing new business proposals or presentations to clients/prospects.
  • Assist in preparing for client meetings and account opening documentation.
  • Assist with the development of client communications as required.
  • Identify and recommend workflow process alternatives that can lead to improved efficiency and service levels.
  • Ensure timely resolution of all client questions and concerns, both internal and external.
  • Perform client sales & service support activities as required to meet client needs and maintain overall service standards.
  • Determine client needs and ensure timely and accurate completion of transaction processing.
  • Provide after sales support and handle exceptions tactfully, accurately and efficiently in accordance with Bank policy.
  • Reviews and provides feedback and best practices about client solutions and credit structure.
  • Maintain detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Completes comprehensive analysis for risk, financial and profitability rating and assessments.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Implements and monitors procedural and policy changes as required.
  • Manages operational audits and controls for banking and general branch administration.
  • Manages day to day portfolio administration activities through the completion of a wide variety of credit, non-credit, and related activities.
  • Monitors the timely and accurate setup & maintenance of accounts, including account setups, collateralization, and documentation.
  • Provides input into the planning and implementation of operational programs.
  • May specialize as either a funding specialist or a credit underwriting specialist.
Requirements
  • Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Requires Credit Qualification in accordance with the established credit qualification processes, policies, and procedures.
  • Commercial Loan and Underwriting experience in a financial services environment.
  • In-depth knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
  • In-depth understanding of loan and security documentation, including registration and renewal routine.
  • Technical proficiency gained through education and/or 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.
What We Offer

BMO Financial Group offers a competitive salary and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We are committed to an inclusive, equitable and accessible workplace and are an equal opportunity/affirmative action employer.

We are a dynamic and growing organization, and we are looking for talented individuals who are passionate about delivering exceptional customer service and portfolio management in lending services. If you are a motivated and results-driven professional with a strong background in lending services, we encourage you to apply for this exciting opportunity.

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