BMO · 13 hours ago
Director - Portfolio Management Commercial/Corporate Banking
Chicago, IL, USA
Full-time
Onsite
Mid, Senior Level
$122K/yr - $228K/yr
7+ years expBMO Bank N.A. is a financial institution that emphasizes creating lasting, positive change for customers and communities. The Director of Portfolio Management will be responsible for managing a portfolio of commercial banking clients, analyzing credit information, negotiating loan structures, and ensuring compliance with bank policies while providing exceptional client service.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies
Develops comprehensive credit structures to meet the transactional needs of more complex clients
Signs off on new, renewal and extension loans within delegated authority
Conducts comprehensive portfolio monitoring including covenant compliance to identify deteriorating credit conditions
Conducts performance analysis, engages with clients and assesses industry trends to identify risks and opportunities
Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives
Handles escalated client concerns and service requests, ensuring expectations are consistently met or exceeded
Leads complex proposal development and delivers presentations to capture new business and expand client relationships
Engages with industry peers and networks to gather competitive insights and best practices, applying this knowledge to maintain a competitive edge
Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners
Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies
Conducts financial analysis and risk assessments of clients’ credit information, for an assigned portfolio, to provide insights and make informed decisions
Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required
Minimizes BMO’s risk exposure by adhering to credit policies, regulatory standards, and operational guidelines
Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed
Supports and implements initiatives to enhance service quality, acquire new business and expand client relationships
Identifies revenue and cross-selling opportunities to enhance portfolio growth
Identifies share of wallet opportunities
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis
Manages timely and accurate data entry into BMO's systems and leverages the data to support decision-making
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine
Implements changes in response to shifting trends
Broader work or accountabilities may be assigned as needed
Qualification
Required
7+ years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment
Bachelor's degree required, Master's degree preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards
Seasoned professional with a combination of education, experience and industry knowledge
Intermediate level of proficiency in Structuring Deals
Intermediate level of proficiency in Change Management
Advanced level of proficiency in Detail-Oriented
Advanced level of proficiency in Leadership
Expert level of proficiency in Loan Structuring
Expert level of proficiency in Regulatory Compliance
Expert level of proficiency in Portfolio Management
Expert level of proficiency in Credit Risk Assessment
Expert level of proficiency in Banking Operations
Expert level of proficiency in Financial analysis
Expert level of proficiency in Microsoft Office
Expert level of proficiency in Problem Solving
Expert level of proficiency in Customer Service
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
MarketScreener
2026-01-06
2025-12-24
2025-12-18
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