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Senior Portfolio Manager
2 months ago
Address:
Job Family Group:
Commercial Sales & Service
Overview:
This position is integral to the decision-making and analysis processes related to credit information that supports lending operations within the bank's Commercial Real Estate division. The role is focused on fostering a client-centric environment that not only meets but exceeds customer expectations. The individual in this position will be responsible for making informed credit decisions and recommendations in line with established credit-granting principles and compliance with bank policies.
Key Responsibilities:
- Conduct thorough underwriting, analysis, and preparation of credit memoranda. Formulate credit information to guide lending decisions on new, renewal, and extension loans.
- Evaluate and analyze risks associated with new or existing business ventures.
- Manage and service a portfolio of established loan relationships.
- Ensure comprehensive financial statement analysis, addressing industry risks, monitoring collateral requirements, and assisting with loan presentations.
- Oversee reporting on loans, including past dues and financial performance updates, providing accurate financial analysis and risk assessments.
- Prepare summaries and present findings regarding creditworthiness.
- Stay informed about financial and market trends impacting the portfolio and analyze their implications.
- Develop and nurture relationships that lead to high customer satisfaction.
- Initiate cross-selling strategies to enhance client engagement.
- Utilize extensive knowledge of bank products and processes to ensure a high-quality client experience.
- Coordinate with closing departments, clients, and legal representatives as necessary.
- Act as a daily escalation resource to meet or exceed client expectations.
- Serve as a trusted advisor to assigned business units.
- Influence and negotiate to meet business objectives.
- Recommend and implement solutions based on thorough analysis of issues.
- Conduct independent assessments to resolve strategic challenges.
- Help prioritize business objectives and strategize execution plans.
- Act as the primary subject matter expert for stakeholders.
- Participate in developing financial models and analytical tools for client capital structure evaluation.
- Create and maintain regular and ad-hoc reports and dashboards.
- Keep abreast of financing trends in target markets and communicate insights to team members.
- Oversee the preparation of concise and well-reasoned credit correspondence.
- Coordinate the development of lending proposals aimed at maximizing client engagement and returns.
- Negotiate transactions and provide expertise in deal structuring.
- Monitor documentation and ongoing asset and client performance.
- May oversee the workflow of other analysts to align tasks with departmental goals.
- Collaborate with internal stakeholders to ensure accurate client information.
- Assist in negotiating terms and conditions through client interactions.
- Minimize risk exposure by adhering to internal credit policies and procedures.
- Contribute to the planning and implementation of operational programs.
- Build effective relationships with internal and external stakeholders.
- Focus primarily on business units within the bank, with potential enterprise-wide considerations.
- Provide specialized consulting, analytical, and technical support.
- Exercise judgment to identify and resolve issues within established guidelines.
- Work independently and manage non-routine situations effectively.
- Broader responsibilities may be assigned as needed.
- 5 - 7 years of relevant experience in Portfolio Management.
- Extensive knowledge and technical expertise in Commercial Real Estate Portfolio Management.
- Experience in analyzing credit information and making informed credit decisions.
- Background in supporting lending operations.
- Exceptional verbal and written communication skills.
- Strong collaboration and teamwork abilities.
- Advanced analytical and problem-solving skills.
- Proficient influence skills.
- Data-driven decision-making capabilities.
$87, $161,400.00
Pay Type:
Salaried
The above represents the 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. For commission roles, the salary listed represents the expected target for the first year in this position.
Benefits:
BMO Financial Group offers a comprehensive total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Commitment to Inclusion:
BMO is dedicated to fostering an inclusive, equitable, and accessible workplace. By embracing our differences, we strengthen our organization and enhance our perspectives. BMO is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to any characteristic protected by law. Accommodations are available upon request for candidates participating in the selection process.
