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About the Role

The AVP, Portfolio Manager role will focus on underwriting in BMO's Asset Based Lending (ABL) Group, including customer calling and pitching. You will manage 7-10 customers, underwrite new borrowers, and train team members. This position involves decisioning and analysis of credit information to support lending decisions, overseeing credit and legal documentation, and monitoring asset and client performance.

Responsibilities

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

Requirements

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

Location

320 S Canal Street
Chicago
Los Angeles
San Francisco

Work Type

Full-time

Experience Level

4-7 years

Education Level

Post-secondary degree

Salary/Compensations

$88,800.00 - $165,600.00

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

About the Company

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.

Equal Opportunity

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.