Senior Private Bank Associate, Credit
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Private banking credit associate managing lending portfolios, credit analysis, funding, and underwriting for BMO Financial Group. Supporting clients, bankers, risk management, and regulatory compliance.
Responsibilities:
- Provide customer service and portfolio management for lending services
- Support banking, lending, and relationship-management specialists
- Conduct proactive credit analysis, structuring, decisions, and portfolio monitoring
- Prepare business proposals, client presentations, meeting materials, account-opening documentation, and client communications
- Resolve client questions and concerns and support client sales and service activities
- Recommend workflow improvements to enhance efficiency and service levels
- Analyze risk, financial, and profitability ratings and assessments
- Analyze data to provide insights and recommendations
- Monitor performance and address issues
- Design and produce regular and ad-hoc reports and dashboards
- Implement and monitor procedural and policy changes
- Manage operational audits and controls
- Administer credit, non-credit, lending, and related accounts
- Set up and maintain accounts, collateralization, and documentation
- Facilitate funding or underwrite loan applications and make recommendations
- Verify and process loan drawdowns
- Monitor overdrafts, covenant tests, collateral, renewals, registrations, expiries, and lending documentation
- Identify and escalate irregularities and discrepancies
- Collect applicable fees
- Participate in audits and compliance reviews
- Adhere to conduct, ethical, security, fraud-prevention, anti-money-laundering, regulatory, and risk-management requirements
- Collaborate with internal and external stakeholders to deliver business objectives
Requirements:
- Typically 4–6 years of relevant experience
- Post-secondary degree in a related field of study or equivalent combination of education and experience
- Credit Qualification in accordance with established credit qualification processes, policies, and procedures
- Commercial Loan and Underwriting experience in a financial services environment
- In-depth knowledge of personal and commercial credit and non-credit products, monitoring/operational processes, and applications
- In-depth understanding of loan and security documentation, including registration and renewal routine
- Technical proficiency gained through education and/or business experience
- In-depth verbal and written communication skills
- In-depth collaboration and team skills
- In-depth analytical and problem-solving skills
- In-depth influence skills
- In-depth data-driven decision-making skills
- Federal registration with the Nationwide Mortgage Licensing System and Registry required for U.S. consumer loan originators
- Criminal background review and credit history evaluation required
- Restrictions on performing in a real estate agent capacity
Benefits:
- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Reasonable accommodations for individuals with disabilities
Similar Jobs
Senior Associate
Senior Associate managing executive search candidate sourcing, screening, and client relationships. Supporting WittKieffer’s mission to advance wellbeing across the Quality of Life ecosystem.
Donor Information Associate, Level 3
Donor Information Associate reviewing medical charts and determining donor eligibility for Evergen, a regenerative medicine CDMO. Managing confidential records, databases, quality reviews, and associate training.
Clinical Territory Associate
Clinical Territory Associate supporting Intuitive’s robotic-assisted surgery business. Assisting surgeon training, hospital robotic development, technical in-services, and territory sales.
Private Lending Associate
Private Lending Associate supporting Manulife Bank’s specialized lending applications, documentation, and case management. Coordinating advisors, clients, underwriting, credit, and operations.
Associate, Service Delivery Management
Advanced Associate managing HR workflows, certifications, offboarding, accommodations, and reporting. Supporting Pearson’s online K-12 education solutions through remote service delivery administration.
Credentialing Associate
Credentialing Associate maintaining licenses, CAQH profiles, and payer enrollments for Pair Team’s tech-enabled Medicaid and Medicare care network. Fully remote across the United States.
Associate Cash Applications Specialist – BPO
Cash Applications Specialist supporting Avenga’s client finance operations in Ukraine. Managing payments, accounts receivable data, reconciliations, collections support, and customer inquiries.
Project Associate
Part-time Project Associate supporting Chemin’s AI data annotation projects. Coordinating annotators, Mandarin and Cantonese workflows, quality checks, and client updates.
Associate Technical Services Officer
Entry-level Technical Services Officer supporting UKTC’s passive fire protection testing and certification work. Assisting with classifications, technical reports, customer support, and laboratory procedures.
Clinical Territory Associate
ロボット支援手術企業IntuitiveのClinical Territory Associate。医療施設でのダビンチ製品トレーニング、デモ、営業活動を通じて導入後の活用を促進。
Associate, Transaction Management
Associate managing real estate transactions, financial models, lease administration, and approvals for JLL’s global technology client. Remote role based in New York or San Francisco.
Associate Faculty – MS in Special Education
Part-time associate faculty teaching graduate special education courses remotely at Post University. Delivering instruction, evaluating student performance, and submitting grades through Blackboard and WebReg.
Associate, Collateral Management
Collateral management associate supporting BMO’s banking operations through transaction processing, reconciliations, risk controls, and automation improvements. Remote role based in Ontario.
Senior Associate – Real Property Specialist
Senior Real Property Specialist modernizing federal asset systems for Blake Willson Group. Supporting valuation, audit readiness, data governance, and nationwide government stakeholder initiatives.
Associate, Study Management II
Clinical study management associate supporting immunology trial execution, documentation, vendors, and study teams. AbbVie develops innovative medicines addressing serious health challenges.
Online Radiography - Bridge Associate Degree Instructor
Online Radiologic Technology Instructor teaching and advising aspiring radiologic technologists at Pima Medical Institute. Supporting ARRT preparation, student retention, curriculum quality, and academic success remotely.
Associate, Scoring Service
Remote Pearson scorer evaluating Massachusetts teacher candidates’ assessment responses. Applying scoring standards and bias-reduction strategies during periodic scoring sessions.
Associate, Scoring Service
Remote Pearson scorer evaluating Illinois and New York teacher-candidate responses. Applying scoring standards and bias-reduction strategies during intermittent assessment sessions.
Revenue Cycle Associate
Revenue Cycle Associate resolving insurance claim disputes and delays for Ternium’s hospital and health-system clients. Checking claims, managing payer portals, medical records, and administrative processing.
Associate – Centralized Payments
Payments Associate handling accounting, reconciliations, reporting, and vendor payments for UAE and GCC subsidiaries. Processing expenses and telecom bills through Oracle Fusion.