Senior SBA Specialty Finance Deal Architect

BMO U.S.; San Jose (CA); Presencial; USD 122.400 - 228.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Descripción de la vacante

BMO U.S. is seeking a senior professional experienced in client relationship management to oversee complex client portfolios, structure high-value deals, and manage credit approvals. The ideal candidate will have over 10 years of relevant experience and a bachelor's degree.

This position offers a competitive salary range of $122,400 - $228,000 based on skills and experience, along with comprehensive benefits including health insurance and retirement plans.

Formación

• 10+ years of experience in Relationship Management or similar banking roles.
• Requires a bachelor's degree, preferably in Business Administration, Finance, or Accounting.
• Credit qualifications specific to the role if applicable.

Responsabilidades

• Acts as a point for complex client issues and maintains strong relationships.
• Leads structuring of high-value deals and manages credit approvals.
• Drives negotiations for complex transactions and oversees client portfolios.

Conocimientos

Relationship Management

Portfolio Management

Credit Risk Assessment

Negotiation

Customer Relationship Building

Educación

Bachelor’s degree in Business Administration

Finance and Accounting preferred

Descripción del empleo

BMO U.S. is seeking a senior professional experienced in client relationship management to oversee complex client portfolios, structure high-value deals, and manage credit approvals. The ideal candidate will have over 10 years of relevant experience and a bachelor's degree.

This position offers a competitive salary range of $122,400 - $228,000 based on skills and experience, along with comprehensive benefits including health insurance and retirement plans.