Commercial Portfolio Specialist

1 week ago


Newport Beach, California, United States BMO Financial Group Full time
Job Overview:

BMO Financial Group is seeking a highly skilled Commercial Portfolio Manager to join our Emerging Middle Market, Southern California Team. This role is critical in evaluating the risk level of Custom commercial transactions and making informed decisions based on company guidelines and standards.

The successful candidate will have extensive knowledge in commercial loans and be able to effectively manage a portfolio. Key responsibilities include collaborating with Relationship Managers, preparing comprehensive credit summaries, and evaluating financial statements.

About the Role:

  • This is a hybrid role requiring collaboration with internal stakeholders and effective communication with clients
  • Responsibilities include credit evaluation, risk assessment, and decision-making within specified limits using understanding of credit scoring and risk management concepts
  • The role requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills

Key Qualifications:

  • Typically 4-6 years of relevant experience and post-secondary degree in related field of study or equivalent combination of education and experience
  • 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


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