Teams at BMO

The VP, SBA Specialty Finance Officer will drive business growth through client relationship management, deal structuring, and market strategy development. Responsibilities include resolving client issues, securing credit approvals, cross-selling products, and ensuring compliance with regulatory standards. The role emphasizes revenue generation, strategic advice, and market trend analysis.

Analyzes commercial banking clients’ financial performance, creditworthiness, risk profiles, and loan documentation. Supports credit decisions, loan structuring, portfolio monitoring, compliance, and risk management. Develops business proposals, identifies revenue and cross-selling opportunities, maintains client relationships, and monitors portfolio returns. Uses financial and data analysis to support lending decisions, manage client portfolios, and ensure adherence to bank policies, regulations, and risk guidelines.

Supports commercial banking lending decisions through financial analysis, credit risk assessment, loan structuring, portfolio monitoring, and credit summary preparation. The intern analyzes client performance and industry trends, identifies risks and growth opportunities, supports proposals and presentations, maintains client data, and assists with relationship management while adhering to bank policies, regulatory requirements, and risk controls.