VP, CRE Portfolio Manager & Credit Strategy

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

Job summary

BMO Financial Group in the United States is seeking a Portfolio Manager for Commercial Real Estate who collaborates with Relationship Managers to deliver well-structured loan solutions and monitor performance of an assigned CRE portfolio. You will prepare concise credit proposals, evaluate loan structures, and ensure compliance with bank policies.

The role emphasizes risk management, client service, and cross-sell opportunities across treasury, capital markets and wealth specialists.

Qualifications

• Undergraduate degree in finance, economics, accounting, or real estate.
• Completion of a corporate credit training program or equivalent.
• 7+ years underwriting and portfolio management experience in CRE lending.

Responsibilities

• Analyze and prepare lending proposals with loan structuring expertise.
• Monitor assigned portfolio and ensure timely reviews and renewals.
• Collaborate with Relationship Managers to generate solutions and cross-sell.

Skills

Credit analysis

Portfolio management

Loan structuring

Credit underwriting

Communication skills

Analytical skills

Team collaboration

MS Office Proficiency

Education

Undergraduate degree in finance, economics, accounting, or real estate

Corporate credit training program

Tools

MS Office (Word, Excel, PowerPoint)

Job description

BMO Financial Group in the United States is seeking a Portfolio Manager for Commercial Real Estate who collaborates with Relationship Managers to deliver well-structured loan solutions and monitor performance of an assigned CRE portfolio. You will prepare concise credit proposals, evaluate loan structures, and ensure compliance with bank policies.

The role emphasizes risk management, client service, and cross-sell opportunities across treasury, capital markets and wealth specialists.