Portfolio Manager - Commercial Real Estate

Portfolio Manager

This position is a key member of the Bank's Commercial Real Estate group, collaborating with Relationship Managers to deliver well-structured loan solutions for commercial real estate customers across the U.S. The Portfolio Manager is responsible for preparing well-reasoned credit proposals in accordance with sound credit-granting principles and in compliance with Bank policy & procedures. This role is also responsible for monitoring the performance of an assigned portfolio of customers, ensuring that all reviews / renewals of loans are reviewed / re-documented in a timely manner (as necessary).

Credit Assessment & Risk Management (40%)

• Operate as key member of the deal team to analyze and prepare lending proposals, provide loan structuring expertise and identify opportunities to maximize penetration and returns.
• Provide accurate financial analysis and oversight of assigned portfolio of customers as well as new customers.
• Evaluate appropriate loan structure with respect to ability to repay, collateral and ownership.
• Prepare and present credit applications to Credit Officers to obtain necessary credit approvals.
• Negotiate loans with clients.
• Protect the Bank's assets and maintain quality of portfolio, ensuring credit proposals and security valuations are in accordance with sound credit-granting principles and in compliance with the Bank's policies and related procedures.

Client Performance / Portfolio Management (35%)

Sales Support and Partnerships (25%)

Knowledge :

$15MM.

Skills :

Salary : $88,800.00 - $165,600.00 Pay Type : Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.