Job Highlights
| Title |
Portfolio Analyst |
| Type |
Full Time |
| Experience |
2-3 Years |
| Function |
Commercial Sales/Service |
| Location |
Brookfield, WI, United States |
| Company |
BMO (USA) |
Company Profile
BMO is a leading North American bank and provides personal and commercial banking, global markets, and investment banking services.
Job Profile
The bank is seeking a Portfolio Analyst who will facilitate decisions and analysis of all types of credit information to support lending decisions and processes for the bank.
Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations.
Make credit decisions and recommendations under sound credit-granting principles and in compliance with Bank Policies and Procedures.
Education Level
Work Experience
- Typically, 2-3 years of relevant experience or an acceptable combination of education and experience
- BMO Credit Qualification within 1 year of assignment
Duties/Responsibilities
- Acts timely, efficiently, and independently, taking ownership of client satisfaction.
- Analyzes financial information, tax returns, credit bureau reports, and other related materials
- Broader work or accountabilities may be assigned as needed.
- Builds effective relationships with internal/external stakeholders.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Facilitates decision and analysis of all types of credit information to support lending decisions and processes for the bank.
- Make credit decisions or recommendations by sound credit-granting principles and compliance with Bank Policies and Procedures
- Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures for lending decisions.
- Partners with internal stakeholders for accurate, detailed client information.
- Thinks creatively and proposes new solutions.
- With minimal oversight, perform collateral margining verification calculations to determine borrowing base availability
- With minimal oversight, perform financial covenant compliance calculations within the assigned portfolio to identify deteriorating credit conditions and compliance with the loan agreement
- Works mostly independently.
Skills/Knowledge/Abilities
- Ability to learn and adapt quickly.
- Ability to work under limited supervision.
- Analytical and problem-solving skills (in-depth)
- Basic understanding of risk management concepts
- Collaboration and team skills (in-depth)
- Influence skills (in-depth)
- Strong proficiency in Microsoft Office products and the Internet.
- Verbal and written communication skills (in-depth)
Benefits/Perks
- The bank offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Employer’s Statement
BMO is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
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