Tech Lending Portfolio Manager: Growth & Credit Leader

Bank of Montreal; San Francisco (CA); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

Bank of Montreal in San Francisco seeks an experienced Senior Credit professional to underwrite and manage commercial technology client loans, analyze credit risk, and structure facilities that align with risk policies. You will lead complex proposals and maintain strong client relationships.

Applicants should have 7+ years in credit or lending, with leveraged lending experience for technology clients, and a Bachelor’s degree (MBA preferred).

Qualifications

• 7+ years of credit or lending experience in a corporate banking environment.
• Experience with leveraged lending and technology company clients.
• Bachelor’s degree required; MBA or related Master’s preferred.

Responsibilities

• Analyze credit information to support lending decisions for commercial loans.
• Underwrite and manage a diversified portfolio of technology-sector clients.
• Develop credit structures to meet client needs while complying with policies.
• Lead complex proposals and present to capture new business.
• Monitor portfolio performance and identify risks and opportunities.
• Collaborate with Relationship Manager and business partners to grow revenue.

Skills

Credit analysis

Lending

Portfolio management

Financial analysis

Regulatory compliance

Education

Bachelor’s degree

Master’s degree

Tools

Microsoft Office

Job description

Bank of Montreal in San Francisco seeks an experienced Senior Credit professional to underwrite and manage commercial technology client loans, analyze credit risk, and structure facilities that align with risk policies. You will lead complex proposals and maintain strong client relationships.

Applicants should have 7+ years in credit or lending, with leveraged lending experience for technology clients, and a Bachelor’s degree (MBA preferred).