Director of Portfolio Management for National Automotive Accounts
BMO Financial Group
Job Description
Excel as the Director of Portfolio Management, overseeing national automotive accounts with complex financing needs. Focus on financial analysis, client interactions, and strategic portfolio growth.
In this significant role, you’ll manage a diverse portfolio of large automotive dealerships and rental operations, ensuring their financial health through expert underwriting and risk assessment practices. Collaborating closely with stakeholders, you’ll work to enhance client experiences while identifying new lending opportunities for growth. Your analytical skills will be crucial for guiding credit decisions and maintaining portfolio integrity.
Key Responsibilities: • Perform detailed financial and risk analysis of accounts • Develop financial models alongside clients for optimal structuring • Prepare comprehensive credit and loan submission documents • Monitor portfolio metrics and conduct annual reviews • Cultivate strong, trusting relationships with clients
Re...
In this significant role, you’ll manage a diverse portfolio of large automotive dealerships and rental operations, ensuring their financial health through expert underwriting and risk assessment practices. Collaborating closely with stakeholders, you’ll work to enhance client experiences while identifying new lending opportunities for growth. Your analytical skills will be crucial for guiding credit decisions and maintaining portfolio integrity.
Key Responsibilities: • Perform detailed financial and risk analysis of accounts • Develop financial models alongside clients for optimal structuring • Prepare comprehensive credit and loan submission documents • Monitor portfolio metrics and conduct annual reviews • Cultivate strong, trusting relationships with clients
Re...