Senior Private Bank Associate, Credit

Job not on LinkedIn

🔥 2 minutes ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $50k - $100k / year

⏰ Full Time

🟠 Senior

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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BMO

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💸 Finance

🔥 Funding within the last year

💰 $142.9M Post IPO debt on 2025-11

Banking • Finance

BMO is the Bank of Montreal, a major Canadian financial institution that provides retail and commercial banking services in Canada and the United States. The provided site text highlights separate Canadian and U. S. banking experiences and bilingual (English/French) support, indicating a consumer-facing bank serving individuals and businesses across North America.

📋 Description

• Provide customer service and portfolio management for lending services • Support banking and lending specialists and relationship managers • Perform proactive credit analysis, structuring, decisions, and portfolio monitoring • Prepare business proposals, client presentations, client meeting materials, account-opening documentation, and client communications • Resolve client questions and concerns and provide sales and service support • Review client solutions and credit structures and recommend best practices • Support strategic initiatives and collaborate with internal and external stakeholders • Complete risk, financial, and profitability analyses and provide insights and recommendations • Monitor performance, address issues, and produce regular and ad-hoc reports and dashboards • Implement and monitor procedural and policy changes • Manage operational audits, controls, and day-to-day portfolio administration • Set up and maintain accounts, collateralization, and documentation • Facilitate funding or underwrite loan applications, depending on specialization • Verify and process loan drawdowns and ensure required security documentation is complete • Review overdrafts and monitoring reports • Complete margin and covenant tests • Maintain, prepare, and register security collateral • Monitor security renewals, registrations, expiry dates, and lending documentation integrity • Escalate irregularities and discrepancies • Collect applicable fees and participate in audits and compliance reviews • Adhere to conduct, ethical, security, safeguarding, banking, investment, lending, and risk-management requirements

🎯 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 routines • 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 • 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