Portfolio Manager

2 days ago

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

We are seeking a highly skilled and experienced Portfolio Banker to join our team at BMO Financial Group. As a Portfolio Banker, you will be responsible for providing exceptional customer service and portfolio management in lending services for all existing and potential clients.

Key Responsibilities
  • Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring.
  • Applies lending expertise to a lending and deposit portfolio or part of the lending process (e.g. underwriting, funding, monitoring).
  • Assists in preparing new business proposals or presentations to clients/prospects.
  • Assists in preparing for client meetings and account opening documentation.
  • Assists with the development of client communications as required.
  • Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
  • Ensures timely resolution of all client questions and concerns, both internal and external.
  • Performs client sales & service support activities as required to meet client needs and maintain overall service standards.
  • Determines client needs and ensures timely and accurate completion of transaction processing.
  • Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy.
  • Reviews and provides feedback and best practices about client solutions and credit structure.
  • Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Completes comprehensive analysis for risk, financial and profitability rating and assessments.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Implements and monitors procedural and policy changes as required.
  • Manages operational audits and controls for banking and general branch administration.
Requirements
  • Typically between 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Requires Credit Qualification in accordance with the established credit qualification processes, policies, and procedures.
  • 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.
What We Offer

BMO Financial Group offers a competitive salary and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We are committed to an inclusive, equitable and accessible workplace and are an equal opportunity/affirmative action employer.

We strive to help you make an impact from day one – for yourself and our customers. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

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