Commercial Portfolio Covenant Analyst

BMO; Town of Brookfield (WI); Vor Ort; USD 55.000 - 110.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Zusammenfassung

The BMO Financial Group in Brookfield, WI is seeking a Commercial Credit Analyst to support lending teams through covenant compliance and portfolio monitoring.

You will independently track, calculate, and assess loan covenants, collateral margining, and potential credit deterioration, while applying credit policies and producing sound underwriting recommendations. Strong Excel and financial statement analysis skills are required.

Qualifikationen

• 2-3 years of credit, lending or financial operations experience in a corporate/banking setting.
• BMO Credit Qualification within one year of assignment.
• Bachelor's degree required; Business Administration, Finance or Accounting preferred.
• Specialized knowledge from education or business experience.

Aufgaben

• Adhere to credit policies, regulatory standards and guidelines to manage risk.
• Support credit analysis and underwriting using financial statements.
• Analyze covenant compliance and collateral margining to detect deterioration.
• Independently perform covenant compliance calculations for assigned portfolio.
• Make policy-compliant credit decisions and recommendations.
• Identify process improvements and propose practical solutions.
• Take on additional responsibilities to support team objectives.

Kenntnisse

Problem Solving

Collaboration

Detail-Oriented

Customer Service

Data-driven decision making

Ausbildung

Bachelor's degree

Business Administration

Finance and Accounting

BMO Credit Qualification within 1 year

Tools

Microsoft Office

Jobbeschreibung

The BMO Financial Group in Brookfield, WI is seeking a Commercial Credit Analyst to support lending teams through covenant compliance and portfolio monitoring.

You will independently track, calculate, and assess loan covenants, collateral margining, and potential credit deterioration, while applying credit policies and producing sound underwriting recommendations. Strong Excel and financial statement analysis skills are required.