Senior Portfolio Manager

3 weeks ago


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

In this role, you will be responsible for providing exceptional customer service and portfolio management in lending services for all existing and potential clients. You will work closely with a team of banking and lending specialists, relationship managers, and other stakeholders to deliver high-quality results.

The ideal candidate will have 4-6 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience. You will require Credit Qualification in accordance with the established credit qualification processes, policies, and procedures.

Key Responsibilities:

  • Provide technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring.
  • Assist in preparing new business proposals or presentations to clients/prospects.
  • Assist in preparing for client meetings and account opening documentation.
  • 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.

Required Skills and Qualifications:

  • 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.

Salary Range: $56,000.00 - $104,000.00 per year. This estimate is based on location, skills, experience, education, and qualifications for the role.



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