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Senior Portfolio Banker - Private Equity

Company

BMO Financial Group

Location

Chicago, IL

Posted

July 11, 2026

Position Overview

Private equity or fund finance experience preferred. Strong preference for formal (commercial) credit training or commercial lending experience.

Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).

+ Manages the preparation of new lending proposals or presentations to clients/prospects.
+ Ensures new business meets policy and procedures requirements for profitability and risk management.
+ Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients.
+ Identifies cross-selling opportunities to increase clie...

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