Commercial Portfolio Analyst
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: Chicago • Illinois • Wisconsin • United States
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Salary
💰 $54,000 - $99,600 per year
About the role
- Support commercial lending teams through ongoing credit administration
- Independently track, calculate, and assess covenant compliance and collateral margining
- Apply working knowledge of accounting principles and financial statements
- Demonstrate operational understanding of commercial loan agreements
- Analyze financial information, tax returns, credit bureau reports, and related documentation
- Perform financial calculations accurately while working with limited supervision
- Identify opportunities for improvement and propose solutions
Requirements
- 2 – 3 years of relevant experience in credit, lending or financial operations in a corporate or banking environment
- BMO Credit Qualification within one-year of assignment
- Bachelor’s degree required; Business Administration, Finance and Accounting preferred
- Specialized knowledge from education and/or business experience
- Foundational level of proficiency: Problem Solving, Collaboration, Detail-Oriented, Customer Service, Data-driven decision making
- Intermediate level of proficiency: Financial Analysis, Data analysis tools, Portfolio Management, Credit Risk Assessment, 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
financial analysisdata analysiscredit risk assessmentportfolio managementfinancial calculationsaccounting principlesfinancial statementscovenant compliancecollateral marginingcommercial loan agreements
Soft Skills
problem solvingcollaborationdetail-orientedcustomer servicedata-driven decision making
Certifications
BMO Credit Qualification