Commercial Banking - Technology Vertical Portfolio Manager

BMO Financial Group · Newport Beach, CA, United States

Location
Newport Beach
Job Type
Full-time
Posted
June 22, 2026

Job Description

Analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients in the technology industry. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.

+ Negotiates loan structures and terms and conditions that align client requirements with the bank risk appetite and policies.
+ Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements.
+ Signs off on new, renewal and extension loans within delegated authority.
+ Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
+ Evaluates portfolio performance and recommends capital allocation strategies that optimize re...

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