Senior CRE Portfolio & Credit Lead

BMO U.S.; Los Angeles (CA); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Portfolio Manager in Commercial Real Estate to collaborate with Relationship Managers, prepare credit proposals, and monitor a portfolio across the U.S. You will oversee loan reviews, renewals, and ongoing documentation, ensuring compliance with bank policy and sound credit practices.

The role emphasizes loan structuring, risk assessment, client service, and cross-functional teamwork to drive returns and maintain asset quality.

Qualifications

• Undergraduate degree in finance, economics, accounting, or real estate.
• Completion of a major corporate credit training program or equivalent experience.
• Prior lending authority and CRE underwriting knowledge.

Responsibilities

• Analyze and prepare lending proposals with loan structuring expertise.
• Monitor portfolio performance and ensure timely reviews and renewals.
• Collaborate with Relationship Managers and cross-functional teams to structure and execute transactions.
• Provide concise, well-reasoned credit correspondence and maintain credit documentation.

Skills

Written communication

Oral communication

Analytical skills

Interpersonal skills

Detail-oriented

Team player

Self-motivated

Persuasive communication

Coaching others

MS Office

Education

Undergraduate degree in finance/economics/accounting/real estate

Corporate credit training program

Tools

MS Office

Job description

BMO Financial Group is seeking a Portfolio Manager in Commercial Real Estate to collaborate with Relationship Managers, prepare credit proposals, and monitor a portfolio across the U.S. You will oversee loan reviews, renewals, and ongoing documentation, ensuring compliance with bank policy and sound credit practices.

The role emphasizes loan structuring, risk assessment, client service, and cross-functional teamwork to drive returns and maintain asset quality.