Portfolio Manager-Commercial Real Estate

BMO•Chicago, IL

2d•$88,800 - $165,600•Onsite

About The Position

Facilitates decision-making and analysis of credit information to support lending decisions and processes for all Commercial Real Estate (CRE) property types. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Oversees preparation of concise, well-reasoned credit correspondence for Commercial Real Estate Lending opportunities. Provides accurate financial analysis and risk assessment to make lending decisions on new, renewal and extension loans. Conducts independent analysis and assessment to resolve strategic issues. Presents facts and offers opinions concerning credit worthiness. Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Coordinates with Lenders on preparation of proposals and pitches to prospective clients. May manage workflow of other analysts by aligning tasks with departmental goals and objectives. Oversees documentation and ongoing monitoring of asset and client performance. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. May coordinate closing with closing department, clients and attorneys. Acts as the prime subject matter expert for internal/external stakeholders. Use financial models and other analytical tools to assist in evaluating capital structure. Designs and produces regular and ad-hoc reports, and dashboards. Remains up to date on financing trends in target clients' markets and communicate same to team members. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Builds effective relationships with internal/external stakeholders. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Establishes cross-selling initiatives to increase penetration with client. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.

Requirements

5+ years of relevant experience
Post-secondary degree in related field of study or an equivalent combination of education and experience
Deep knowledge and technical proficiency gained through extensive education and business experience
Excellent verbal & written communication skills
Excellent collaboration skills and ability to work both independently and as part of a team
Good analytical and problem-solving skills
Ability to influence others
Ability to make data driven decisions

Responsibilities

Facilitates decision-making and analysis of credit information to support lending decisions and processes for all Commercial Real Estate (CRE) property types.
Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations.
Makes credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
Oversees preparation of concise, well-reasoned credit correspondence for Commercial Real Estate Lending opportunities.
Provides accurate financial analysis and risk assessment to make lending decisions on new, renewal and extension loans.
Conducts independent analysis and assessment to resolve strategic issues.
Presents facts and offers opinions concerning credit worthiness.
Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
Coordinates with Lenders on preparation of proposals and pitches to prospective clients.
May manage workflow of other analysts by aligning tasks with departmental goals and objectives.
Oversees documentation and ongoing monitoring of asset and client performance.
Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
May coordinate closing with closing department, clients and attorneys.
Acts as the prime subject matter expert for internal/external stakeholders.
Uses financial models and other analytical tools to assist in evaluating capital structure.
Designs and produces regular and ad-hoc reports, and dashboards.
Remains up to date on financing trends in target clients' markets and communicate same to team members.
Serves as a daily escalation resource to ensure client expectations are met or exceeded.
Acts as a trusted advisor to assigned business/group.
Influences and negotiates to achieve business objectives.
Builds effective relationships with internal/external stakeholders.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Establishes cross-selling initiatives to increase penetration with client.
Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience.