Commercial Portfolio Manager

1 week ago


City of Industry CA USA, United States Bank of Montreal Full time
Job Title: Commercial Portfolio Manager

We are seeking a highly skilled Commercial Portfolio Manager to join our team at Bank of Montreal. As a key member of our Commercial Sales & Service team, you will be responsible for evaluating the risk level of our Custom commercial transactions and making well-informed decisions based on our company's guidelines and standards.

Key Responsibilities:
  • Evaluate financial statements and credit worthiness of clients
  • Identify credit strengths, weaknesses, industry risks, and anomalies
  • Determine or amend applicable loan agreement covenant and monitoring requirements
  • Support management of the Relationship Manager portfolio
  • Facilitate decisioning and analysis of all types of credit information
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
  • 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:
  • A competitive salary range of $67,124.80
  • A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
  • A dynamic and inclusive work environment that values diversity and promotes growth and development

At Bank of Montreal, we are committed to creating a workplace that is inclusive, equitable, and accessible. We believe that diversity and inclusion are essential to our success and we strive to create a workplace where everyone feels valued, respected, and heard.



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