Lead Tech Lending Portfolio Manager

BMO Harris Bank

San Francisco (CA)

On-site

USD 120,000 - 250,000

Full time

5 days ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Harris Bank is seeking a Senior Commercial Credit professional to analyze credit information for a portfolio of technology-sector clients. The role entails underwriting loans, negotiating terms, and monitoring portfolio risk while delivering exceptional client service.

The position requires 7+ years in credit or lending within a corporate or banking environment, with exposure to leveraged lending for technology clients. On-site in San Francisco, with comprehensive benefits.

Qualifications

Bachelor's degree required; Master's preferred in business, finance or accounting.
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Responsibilities

Underwrite and manage a diversified portfolio of technology-sector clients.
Negotiate loan structures and terms aligned with risk appetite.
Sign off on new, renewal and extension loans within delegated authority.
Conduct portfolio monitoring for covenant compliance and risk indicators.
Provide risk analysis, industry trends, and capital allocation recommendations.
Develop comprehensive credit structures to meet complex client needs.
Build and maintain client relationships in collaboration with Relationship Managers.