Portfolio Management Specialist

2 weeks ago

Chicago, Illinois, United States Bank of Montreal Full time
Job Summary

We are seeking a highly skilled and experienced Portfolio Management Specialist to join our team at Bank of Montreal. As a key member of our Wealth Sales and Service team, you will be responsible for providing exceptional customer service and portfolio management in lending services for existing and potential clients.

Key Responsibilities
  • Assist in preparing new business proposals and presentations to clients and prospects.
  • Prepare for client meetings and account opening documentation.
  • Develop client communications as required.
  • Identify and recommend workflow process alternatives to improve efficiency and service levels.
  • Ensure timely resolution of client questions and concerns.
  • Perform client sales and service support activities as required.
  • Determine client needs and complete transaction processing accurately.
  • Provide after-sales support and handle exceptions tactfully.
  • Review and provide feedback on client solutions and credit structures.
  • Maintain detailed knowledge of integrated private banking services and lending procedures.
  • Support the execution of strategic initiatives with internal and external stakeholders.
  • Collaborate with stakeholders to deliver business objectives.
  • Complete comprehensive analysis for risk, financial, and profitability assessments.
  • Break down strategic problems and analyze data to provide insights and recommendations.
  • Monitor and track performance, addressing any issues.
  • Design and produce regular and ad-hoc reports and dashboards.
  • Implement and monitor procedural and policy changes as required.
  • Manage operational audits and controls for banking and general branch administration.
  • Manage day-to-day portfolio administration activities.
  • Monitor timely and accurate setup and maintenance of accounts.
  • Provide input into operational program planning and implementation.
  • May specialize as a funding specialist or credit underwriting specialist.
Qualifications
  • Typically 4-6 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience.
  • Credit qualification in accordance with established credit qualification processes, policies, and procedures.
  • Commercial loan and underwriting experience in a financial services environment.
  • In-depth knowledge of personal and commercial credit and non-credit products, monitoring, and operational processes.
  • In-depth understanding of loan and security documentation, including registration and renewal routines.
  • Technical proficiency gained through education and/or business experience.
  • Verbal and written communication skills.
  • Collaboration and team skills.
  • Analytical and problem-solving skills.
  • Influence skills.
  • Data-driven decision-making skills.

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