Asset Management Analyst (Sponsor Finance) BMO

Job Highlights

While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.

Title

Asset Management Analyst (Sponsor Finance)

Type

Full Time

Experience

3-5 Years

Function

Commercial Sales / Service

Location

Chicago, IL, 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 an Asset Management Analyst (Sponsor Finance) 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 following sound credit-granting principles and in compliance with Bank Policies and Procedures.

Education Level

• Post-secondary Degree in a related field of study
• An equivalent combination of education and experience

Work Experience

3-5 years of previous Commercial Loan and Credit analyst experience (required)

Duties / Responsibilities

• Acts timely, efficiently, and independently, taking ownership of client satisfaction.
• Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Broader work or accountabilities may be assigned as needed.
• Builds effective relationships with internal / external stakeholders.
• Conducts thorough analysis of client capital and credit risk.
• Develops credit information to make lending decisions on new, renewal, and extension loans.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• The focus may be on a business / group.
• May include focused calling and pipeline management activities.
• Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures concerning lending decisions.
• Partners with internal stakeholders for accurate, detailed client information.
• Prepares summary, presents facts, and offers opinions concerning creditworthiness.
• Provides accurate financial analysis and risk assessment of new and existing customers.
• Provides advice and guidance to assigned business / group on implementation of solutions.
• Provides input into the planning and implementation of operational programs.
• Thinks creatively and proposes new solutions.
• 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).
• Excellent capability to independently and proactively service multiple clients.
• Exceptional skills in quantitative analytics and credit analysis skills.
• Highly developed written and oral communication skills.
• In-depth specific functional knowledge and broad business knowledge.
• Influence skills (in-depth).
• Specialized knowledge from education or business experience.
• Strong analytical skills.
• Strong interpersonal skills.
• 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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