Bank of Montreal

Bilingual AVP, Portfolio Manager-Asset Based Lending (ABL) Pacific Rim

Bank of Montreal$88K — $165K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-7 years of relevant experience in asset-based lending or a related field.
  • Bilingual in English and Mandarin and/or Korean is essential.
  • Extensive knowledge of financial products supported by education and experience.
  • Exceptional written and verbal communication skills are required.

Responsibilities

  • Manage underwriting and customer relationships for 7-10 clients.
  • Conduct thorough financial analysis and risk assessments for lending decisions.
  • Prepare well-reasoned credit correspondence and lending proposals.
  • Negotiate transaction terms and structure deals with clients.
  • Coordinate tasks and workflow of junior analysts to align with departmental goals.
  • Monitor client performance and compliance with credit policies.

Benefits

  • Health insurance coverage available.
  • Tuition reimbursement for further education.
  • Accident and life insurance options.
  • Retirement savings plans offered.
  • Performance-based incentives and discretionary bonuses may be included.
Full Job Description

Application Deadline:

08/15/2026

Address:

320 S Canal Street

Job Family Group:

Commercial Sales & Service

Bilingual AVP, Portfolio Manager-Asset Based Lending (ABL) Pacific Rim

Note: This position may be based in Chicago, Los Angeles or San Francisco

The AVP, Portfolio Manager role will focus on underwriting in BMO's Asset Based Lending (ABL) Group. This will be inclusive of current and new customer calling and pitching. As AVP, PM, you will manage 7-10 customers, while also managing the underwriting of new borrowers and helping train other team members. Position is involved in decisioning and analysis of all types of credit information to support lending decisions for BMO. 

  • Oversees credit and legal documentation and ongoing monitoring of asset and client performance
  • Provides accurate financial analysis and risk assessment of new and existing customers
  • Oversees preparation of concise, well reasoned credit correspondence.
  • Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.
  • Negotiates transactions with clients and provides deal structuring expertise.
  • May manage work flow of other analysts by aligning tasks with departmental goals and objectives.
  • Develops credit information to make lending decisions on new, renewal and extension loans.
  • Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
  • Prepares summary, present facts and offer opinions concerning credit worthiness.
  • Establishes cross-selling initiatives to increase penetration with client.
  • Applies knowledge in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.
  • May coordinate closing with closing department, clients and attorneys.
  • Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 4 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience helpful.
  • Bilingual, English plus Mandarin and/or Korean required.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Excellent communication skills, both written & verbal required.

Salary:


$88,800.00 - $165,600.00

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: 

About Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

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