The board
- Hours
- Full time
- Where
- San Francisco, CA, USA
- Posted
- Sep 2
Application Deadline:
10/09/2026
Address:
180 Montgomery St.
Job Family Group:
Commercial Sales & Service
Internship Start Date: The internship program begins on June 7, 2027, and concludes on August 13, 2027. Due to the structured nature of the program, onboarding activities, and cohort experience, candidates are expected to be available for the full internship term. Availability for the entire program duration is required to successfully participate in the internship.
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. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.
What you'd do
- Performs financial analysis and calculations and makes recommendations to Manager.
- Supports portfolio monitoring and compliance, analyses metrics, and assesses industry trends to spot risks and opportunities.
- Prepares detailed credit summaries to assess creditworthiness and support decision making.
- Provides content and support for proposals and presentations to capture new business and expand client partnerships.
- Builds and maintains client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners.
- Structures and supports new, renewal and extension loans aligned with client needs and bank & risk policies
- Conducts financial analysis and risk assessments of clients’ credit information, for an assigned portfolio, to provide insights and make informed decisions
- Monitors the portfolio performance for assigned portfolio of Commercial Banking clients on an ongoing basis, taking corrective action when required.
- Minimizes BMO’s risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
- Serves as a point of contact for service requests, ensuring expectations are consistently met or exceeded. Escalates issues when needed.
What they want
- Relevant experience in credit or lending instruments or financial operations in a corporate or banking environment is preferred.
- If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
- Financial Analysis
- Loan Structuring
- Data Analysis Tools
- Regulatory Compliance
- Portfolio Management
- Credit Risk Assessment
- Banking Operations
About BMO
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yours…
- Starts
- 2026-09-01