Senior Portfolio Manager, CRE Credit & Growth

BMO; Newport Beach (CA); Presencial; USD 90.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Retirement savings plans

Descripción de la vacante

BMO Financial Group in the United States (Newport Beach area) is seeking an experienced Commercial Credit Analyst to support lending decisions and manage a portfolio of clients. You will analyze credit information, assess repayment capacity, and structure loans within policy guidelines to balance client needs with risk controls.

This role emphasizes strong financial analysis, cross-functional collaboration, and delivering insights to expand client relationships while maintaining compliance and

Formación

• 5–7 years of credit or lending experience.
• Bachelor’s degree in business, finance or accounting.
• Strong knowledge of credit risk and lending policies.

Responsabilidades

• Analyze credit information to support lending decisions.
• Sign off on new, renewal and extension loans within delegated authority.
• Monitor portfolio for risks and opportunities and identify deterioration or improvements.
• Develop and present credit proposals to clients and Relationship Manager.

Conocimientos

Credit analysis

Financial analysis

Loan structuring

Regulatory compliance

Portfolio management

Microsoft Excel

Customer service

Problem solving

Collaboration

Risk assessment

Educación

Bachelor's degree

Herramientas

Microsoft Excel

Financial modeling

Descripción del empleo

BMO Financial Group in the United States (Newport Beach area) is seeking an experienced Commercial Credit Analyst to support lending decisions and manage a portfolio of clients. You will analyze credit information, assess repayment capacity, and structure loans within policy guidelines to balance client needs with risk controls.

This role emphasizes strong financial analysis, cross-functional collaboration, and delivering insights to expand client relationships while maintaining compliance and