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Portfolio Manager

2 months ago

Brookfield, Wisconsin, United States Bank of Montreal Full time
Job Summary

We are seeking a highly skilled 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 facilitating decision-making and analysis of credit information to support lending decisions and processes.

Key Responsibilities
  • Identify new sales opportunities for prospects and existing commercial clients through analysis and market research.
  • Participate in on-site client visits with other internal stakeholders to build relationships and drive business growth.
  • Maintain and promote a customer service environment that meets and exceeds customer needs and expectations.
  • Recommend credit according to sound credit-granting principles and in compliance with Bank Policies & Procedures.
  • Exercise individually held Commercial unilateral discretionary limits and any held prescribed approval discretionary limits.
  • Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Evaluate clients' ability to repay loans and consult on loan structure and collateral.
  • Identify trends in client activities that may be predictive of deteriorating credit quality.
  • Perform periodic reviews of credit where more frequent monitoring may be appropriate.
  • Understand borrower types typical in the high net worth market and their relation to collateral ownership, loan repayment, loan structure, etc.
  • Grant loan requests within specified limits, using understanding of credit scoring and risk management concepts.
  • Monitor covenants of clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement.
  • 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.
  • Exercise judgment to identify, diagnose, and solve problems within given rules.
  • Work independently on a range of complex tasks, which may include unique situations.
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

BMO Financial Group offers a competitive salary range of $67,124.80, a comprehensive benefits package, and opportunities for professional growth and development.