VP, SBA Specialty Finance Officer
Core
VP leading business development, deal structuring, and portfolio management for corporate clients within BMO's Specialty Finance division.
Role type
VP, Specialty Finance Officer (Corporate Banking)
Builds
Credit facilities, syndicated loans, and cash management solutions for corporate clients
Domain
Commercial Banking / Corporate Finance
Required skills
Relationship Management, Deal Structuring, Credit Risk Assessment, Portfolio Management, Financial Analysis, Negotiation, Regulatory Compliance, Market Strategy, Cross-selling, Strategic Problem Solving
Preferred skills
Credit Qualifications, Project Management, Industry Trend Analysis
Technologies
Analysis tools, Risk Management Frameworks
Responsibilities
Facilitate bank growth through business development and management of key client relationships; Structure complex deals and secure credit approvals; Develop new business by contacting prospects and cross-selling products; Review loan applications ensuring alignment with risk standards; Represent bank at industry forums; Engage with senior leadership to align strategies; Prepare reports on team performance and market trends; Identify share of wallet opportunities and evaluate client returns; Ensure adherence to regulatory requirements and internal controls.
Seniority
VP, strategic leadership & high-level client management