Portfolio Manager-Commercial Real Estate

PORTFOLIO MANAGER-COMMERCIAL REAL ESTATE CHICAGO, IL 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. Responsibilities 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. Qualifications 5+ years of relevant experience and 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 Salary $88,800.00 – $165,600.00 Pay Type Salaried Benefits (summary) BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Equal Employment Opportunity BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to View email address on click.appcast.io and let us know the nature of your request and your contact information. #J-18808-Ljbffr