Associate Director National Accounts Role
BMO Financial
Be a key player as Associate Director of National Accounts, focusing on automotive and truck dealerships with complex financial needs. You will engage in financial modeling and analysis for client success. In this pivotal role at BMO, you will oversee portfolio management, conduct risk assessments, and provide expert credit structuring. Your experience in financial analysis and relationship management will help you develop tailored lending proposals while ensuring an exceptional client experience. You will collaborate with internal and external stakeholders to support credit-related requests and maintain a high-quality portfolio. Key Responsibilities:
- Analyze financial profiles and assess credit risks
- Collaborate with clients on financial modeling needs
- Create detailed written analyses for credit submissions
- Ensure thorough due diligence for credit opportunities
- Monitor assigned portfolios and perform annual reviews
- 4-5 years in financial/credit analysis or commercial banking
- Undergraduate degree in finance or related field
- Strong modeling, negotiation, and communication skills
- Ability to work in a fast-paced environment
- Professional designation (CPA/CFA) is an asset
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