Senior Portfolio Manager
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: San Ramon • California • United States
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Salary
💰 $88,800 - $165,600 per year
Job Level
About the role
- Evaluate the risk level of commercial transactions and make informed decisions
- Manage a portfolio of commercial loans
- Analyze financial statements for credit worthiness
- Identify income/expenses and analyze credit information
- Collaborate with Relationship Managers on loan decisions
- Prepare comprehensive credit summaries
- Support management of Relationship Manager portfolio
- Monitor portfolio for credit conditions and trends
- Negotiate loan structures that align with bank policies
- Build and maintain client relationships
Requirements
- Preferred 5 – 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment
- Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards
- Bachelor’s degree required; Business Administration, Finance and Accounting preferred
- Deep knowledge and technical proficiency gained through extensive education and business experience
- Structuring Deals
- Problem Solving
- Collaboration
- Detail-Oriented
- Customer Service
- Loan Structuring
- Regulatory Compliance
- Portfolio Management
- Credit Risk Assessment
- Banking Operations
- Microsoft Office
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
credit risk assessmentloan structuringportfolio managementfinancial analysiscredit qualificationscredit knowledgebanking operationsregulatory compliancestructuring dealscredit worthiness analysis
Soft Skills
problem solvingcollaborationdetail-orientedcustomer servicerelationship management