VP, SBA Specialty Finance Officer

Responsibilities

• Lead the structuring of high-value, complex SBA specialty finance deals and credit approvals
• Manage high-value client portfolios to drive cross-selling, retention, and profitability
• Act as a strategic advisor on loan products, rates, terms, and collateral requirements
• Drive negotiations for complex transactions and serve as a primary client advocate
• Develop and implement market coverage strategies to expand portfolios and identify new opportunities
• Represent the bank at industry forums and conferences to stay ahead of market trends
• Collaborate with senior leadership and cross-functional teams to deliver holistic business solutions
• Ensure strict adherence to regulatory requirements, internal controls, and risk management frameworks

Requirements

• 10+ years of experience in Relationship Management, Account Management, or Portfolio Management within a corporate banking environment
• Bachelor's degree in Business Administration, Finance, Accounting, or a related discipline
• Strong credit knowledge and skills, including credit risk assessment and deal structuring
• Proficiency in Project Management and Change Management
• Expert-level skills in negotiation, stakeholder management, and customer relationship building

About the Company

BMO is the 8th largest bank in North America and the 4th largest commercial lender, driven by a purpose to Boldly Grow the Good in business and life. We provide personal and commercial banking, wealth management, and investment services to more than 12 million customers across North America and globally.