Job Family Group:
Commercial Sales & ServiceCommercial Portfolio Manager-Arizona or Colorado
BMO is looking to add a talented Portfolio Manager to support growth initiatives for the Southwest Commercial Banking team. This individual will partner with Relationship Managers to support the credit needs of existing clients along with underwriting new originations. This role will provide in-depth analysis on the company, industry and identify/mitigate key risks in order to support a recommendation for approval. This individual will demonstrate sound judgment, strong credit skillset and command of Bank Policies & Procedures.
- Working with companies with revenues ranging from $20 million to over $1 billion.
- Provides accurate financial analysis and risk assessment of new and existing customers.
- Develops credit information to make lending decisions on new, renewal and extension loans.
- Prepares financial models and other analytical tools to assist in underwriting and evaluating capital structure.
- Prepares summary, present facts and offer opinions concerning credit worthiness.
- Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
- Coordinates closings with closing department, clients and attorneys.
- Oversees documentation and ongoing monitoring of asset and client performance.
- Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.
- Builds effective relationships with internal/external stakeholders.
- Works independently and regularly handles non-routine situations.
- Broader work or accountabilities may be assigned as needed.
- Typically between 5 - 7 years of relevant experience.
- Deep knowledge and technical proficiency gained through extensive education and business experience.
- Excellent verbal & written communication skills
- Good collaboration & team skills
- Strong analytical and problem solving skills
- Ability to influence others
- Ability to make data driven decisions