Portfolio Manager

BMO U.S.

Portfolio Manager analyzing credit information to support lending decisions for Commercial banking. Evaluating portfolio performance and expanding client relationships in assigned portfolio.

Posted 6/12/2026full-timeChicago • California, Illinois, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $88,800 - $165,600 per yearWebsite

About the role

Key responsibilities & impact

Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients.
Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.
Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies.
Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements.
Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives.
Leads proposal development and delivers presentations to capture new business and expand client relationships.

Requirements

What you’ll need

Preferred 5 – 7 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.
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

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

credit analysisfinancial modelingloan structuringcredit risk assessmentportfolio managementcapital allocation strategiesregulatory compliancebanking operations

Soft Skills

problem solvingcollaborationdetail-orientedcustomer service