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Strategic Portfolio Manager

4 weeks ago

Dallas, Texas, United States Bank of Montreal Full time
Job Summary:

As a Strategic Portfolio Manager at Bank of Montreal, you will play a critical role in facilitating decision-making and analysis of credit information to support lending decisions and processes. Your primary responsibility will be to maintain and promote a client service environment that satisfies and exceeds customer needs and expectations.

Key Responsibilities:

• Facilitate decision-making and analysis of credit information to support lending decisions and processes.
• Maintain and promote a client service environment that satisfies and exceeds customer needs and expectations.
• Establish cross-selling initiatives to increase penetration with clients.
• Apply deep expertise in bank products, processes, and systems to ensure a high-quality client experience.
• Coordinate closing with closing department, clients, and attorneys as needed.
• 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.
• Lead or participate in defining the communication plan designed to positively influence or change behavior; develop tailored messaging; and identify appropriate distribution channels.
• 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.
• Provide accurate financial analysis and risk assessment of new and existing customers.
• Partner with internal stakeholders for accurate, detailed client information.
• Develop credit information to make lending decisions on new, renewal, and extension loans.
• Assist in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
• Prepare summary, present facts, and offer opinions concerning credit worthiness.
• 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.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

Typically between 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Deep knowledge and technical proficiency gained through extensive education and 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:
$87, $161,400.00

Pay Type:
Salaried

The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. 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. To view more details of our benefits, please visit: Total Rewards. We're here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO Careers. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr