Portfolio Analyst, Commercial Banking
7 days ago
We are seeking a highly skilled Portfolio Analyst to join our Commercial Banking team. As a key member of our team, you will be responsible for facilitating decision-making and analysis of credit information to support lending decisions and processes.
Key Responsibilities- Advise and recommend alternative means of financing for borrowers/prospects when it is determined that loan structure is not in the best interest of BMO.
- Analyze financial information, tax returns, credit bureau reports, and other related materials to provide accurate financial analysis and risk assessment of new and existing customers.
- Develop credit information to make lending decisions on new, renewal, and extension loans.
- Partner with internal stakeholders for accurate, detailed client information.
- Assist in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
- Prepare summary, present facts, and offer opinions concerning credit worthiness.
- Minimize BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
- Provide input into the planning and implementation of operational programs.
- Build effective relationships with internal/external stakeholders.
- Complete complex and diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyze issues and determine next steps.
- Typically between 2 – 3 years of relevant experience and post-secondary degree in a related field of study desirable or an equivalent combination of education and experience.
- Specialized knowledge.
- Verbal and written communication skills - Good.
- Organization skills - Good.
- Collaboration and team skills - Good.
- Analytical and problem-solving skills - Good.
We offer a competitive salary range of $37,000 to $69,500 per year, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
We are committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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