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Strategic Credit Analyst

2 months ago

Waterloo, Ontario, Canada BMO Financial Group Full time

Job Title: Strategic Credit Analyst

About the Role:

As a Strategic Credit Analyst at BMO Financial Group, you will play a key role in facilitating decision-making and analysis of various types of credit information to support lending decisions and processes. You will maintain and promote a client-centric environment to meet and exceed customer needs and expectations. This role will involve making credit decisions and recommendations in accordance with sound credit-granting principles and compliance with Bank Policies & Procedures.

Key Responsibilities:

  • Establish cross-selling initiatives to increase penetration with clients
  • Apply deep expertise in bank products, processes, and systems to ensure a high-quality client experience
  • Coordinate closing with closing department, clients, and attorneys
  • Serve as a daily escalation resource to ensure client expectations are met or exceeded
  • Act as a trusted advisor to assigned business/group
  • Influence and negotiate to achieve business objectives
  • Recommend and implement solutions based on analysis of issues and implications for the business
  • Conduct independent analysis and assessment to resolve strategic issues
  • Help determine business priorities and best sequence for execution of business/group strategy
  • Act as the prime subject matter expert for internal/external stakeholders
  • Participate in the development of financial models and other analytical tools to assist clients in evaluating capital structure
  • Design and produce regular and ad-hoc reports, and dashboards
  • Maintain current on financing trends in target clients' markets, and communicate same to team members
  • Lead or participate in defining the communication plan designed to positively influence or change behaviour; develop tailored messaging; and identify appropriate distribution channels
  • Oversee preparation of concise, well-reasoned credit correspondence
  • Coordinate the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns
  • Negotiate transactions with clients and provide deal structuring expertise
  • Oversee documentation and ongoing monitoring of asset and client performance
  • May manage workflow of other analysts by aligning tasks with departmental goals and objectives
  • Provide accurate financial analysis and risk assessment of new and existing customers
  • Partner with internal stakeholders for accurate, detailed client information
  • Develop credit information to make lending decisions on new, renewal, and extension loans
  • 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
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
  • Provide specialized consulting, analytical, and technical support
  • Exercise judgment to identify, diagnose, and solve problems within given rules
  • Work independently and regularly handle non-routine situations
  • Broad work or accountabilities may be assigned as needed

Requirements:

  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
  • Deep knowledge and technical proficiency gained through extensive education and business experience
  • Verbal & written communication skills - In-depth
  • Collaboration & team skills - In-depth
  • Analytical and problem-solving skills - In-depth
  • Influence skills - In-depth
  • Data-driven decision making - In-depth