Portfolio Manager, Commercial - Vancouver, Canada - BMO Financial Group

BMO Financial Group

Verified Company

Vancouver, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

595 Burrard Street Vancouver British Columbia,V7X 1L7

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations.

This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.

Establishes crossselling initiatives to increase penetration with client.
Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a highquality client experience.
May coordinate closing with closing department, clients and attorneys.
Serves as a daily escalation resource to ensure client expectations are met or exceeded.
Acts as a trusted advisor to assigned business/group.
Influences and negotiates to achieve business objectives.
Recommends and implements solutions based on analysis of issues and implications for the business.
Conducts independent analysis and assessment to resolve strategic issues.
Helps determine business priorities and best sequence for execution of business/group strategy.
Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
Designs and produces regular and adhoc reports, and dashboards.
Maintains current on financing trends in target clients' markets, and communicate same to team members.
Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
Oversees preparation of concise, well reasoned credit correspondence.
Coordinates the preparation of lending proposals and pitches to prospective clients with efforts to maximize penetration and returns.
Negotiates transactions with clients and provides deal structuring expertise.
Oversees documentation and ongoing monitoring of asset and client performance.
May manage work flow of other analysts by aligning tasks with departmental goals and objectives.
Provides accurate financial analysis and risk assessment of new and existing customers.
Partners with internal stakeholders for accurate, detailed client information.
Develops credit information to make lending decisions on new, renewal and extension loans.
Prepares summary, present facts and offer opinions concerning credit worthiness.
Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
Provides input into the planning and implementation of operational programs.
Builds effective relationships with internal/external stakeholders.
Focus is primarily on business/group within BMO; may have broader, enterprisewide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles nonroutine situations.
Broader work or accountabilities may be assigned as needed

Qualifications:

Typically between 7 years of relevant experience and postsecondary 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
Indepth.
Collaboration & team skills
Indepth.
Analytical and problem solving skills
Indepth.

Influence skills

Indepth.
Data driven decision making
Indepth.

Please note the target base salary for this specific location in Vancouver is $68,000-$97,000 $ CAD annually plus eligibility to participate in a performance-based incentive plan.

annual bonus.

The base salary represents BMO Financial Group's hiring range for this position.

Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role.

Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group's total compensation package for employees, which may include performance-based

incentives, commissions or discretionary bonuses, as well as other perks

We're here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.

We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resource