Associate, Portfolio Management and Underwriting, Commercial, Emerging Middle Market
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: Naperville • Illinois • United States
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Salary
💰 $69,000 - $127,800 per year
About the role
- Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans.
- Makes credit decisions and recommendations in compliance with bank policies.
- Performs financial analysis and calculations, assesses client creditworthiness.
- Utilizes financial models and analytical tools to assess client repayment capacity.
- Supports credit-granting decisions by making recommendations to manager.
- Supports portfolio monitoring and compliance to identify deteriorating credit conditions.
- Analyzes metrics and assesses industry trends to spot risks and opportunities.
- Develops proposals to capture new business and expand client relationships.
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 in: Problem Solving, Collaboration, Detail-Oriented, Analytical Thinking, Loan Structuring, Regulatory Compliance, Portfolio Management, Credit Risk Assessment, Banking Operations, Microsoft Office.
- Advanced level of proficiency in Data analysis tools and Financial analysis.
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
financial analysiscredit risk assessmentloan structuringportfolio managementdata analysisanalytical toolsfinancial modelscredit information analysiscompliancebanking operations
Soft Skills
problem solvingcollaborationdetail-orientedanalytical thinking