Senior Portfolio Manager evaluating risk levels in commercial transactions for BMO. Analyzing financial statements and collaborating with Relationship Managers to support lending decisions.
Responsibilities
Evaluate the risk level of commercial transactions and make informed decisions
Analyze financial statements for creditworthiness and assess client repayment capacity
Collaborate with Relationship Managers to make lending decisions and recommendations
Monitor portfolio performance and take corrective actions when required
Support negotiation of loan terms and ensure compliance with bank policies
Requirements
Preferred 3 – 4 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment
Bachelor’s degree required; Business Administration, Finance and Accounting preferred
Technical proficiency gained through education and/or business experience
Intermediate level of proficiency: Problem Solving, Collaboration, Detail-Oriented, Analytical Thinking, Loan Structuring, Regulatory Compliance, Portfolio Management, Credit Risk Assessment, Banking Operations, Microsoft Office
Advanced level of proficiency: Data analysis tools, Financial analysis
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