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Bilingual AVP, Portfolio Manager-Asset Lending; ABL Pacific Rim

Job in San Rafael, Marin County, California, 94911, USA
Listing for: Bank of Montreal
Full Time position
Listed on 2026-07-07
Job specializations:
  • Finance & Banking
    Credit Analyst, Risk Manager/Analyst, Underwriter
Salary/Wage Range or Industry Benchmark: 88800 USD Yearly USD 88800.00 YEAR
Job Description & How to Apply Below
Position: Bilingual AVP, Portfolio Manager-Asset Based Lending (ABL) Pacific Rim

Position Overview

Final date to receive applications: 08/15/2026
Address: 320 S Canal Street
Job Family Group:
Commercial Sales & Service

Title:

Bilingual AVP, Portfolio Manager-Asset Based Lending (ABL) – Pacific Rim (

Location:

Chicago, Los Angeles or San Francisco)

Responsibilities
  • Focus on underwriting in BMO's Asset Based Lending (ABL) Group.
  • Handle current and new customer calling and pitching.
  • Manage 7-10 customers while underwriting new borrowers and training team members.
  • Perform decisioning and analysis of all types of credit information to support lending decisions for BMO.
  • Oversee credit and legal documentation and ongoing monitoring of asset and client performance.
  • Provide accurate financial analysis and risk assessment of new and existing customers.
  • Prepare concise, well‑reasoned credit correspondence.
  • Coordinate preparation of lending proposals and pitches to prospective clients to maximize penetration and returns.
  • Negotiate transactions with clients and provide deal structuring expertise.
  • Manage workflow of other analysts by aligning tasks with departmental goals and objectives.
  • Develop credit information to make lending decisions on new, renewal, and extension loans.
  • Assist in negotiations of terms and conditions via phone and e‑mail interaction with clients.
  • Prepare summaries, present facts, and offer opinions concerning creditworthiness.
  • Establish cross‑selling initiatives to increase client penetration.
  • Apply knowledge of bank products, processes, and systems and troubleshoot to ensure a high‑quality client experience.
  • Coordinate closing with closing department, clients, and attorneys as needed.
  • Minimize BMO’s risk exposure by adhering to internal credit policies and procedures.
  • Provide specialized consulting, analytical, and technical support.
  • Exercise judgment to identify, diagnose, and solve problems within given rules.
  • Work independently and handle non‑routine situations.
Qualifications
  • 4–7 years of relevant experience and a post‑secondary degree in a related field or equivalent combination of education and experience.
  • Bilingual – English plus Mandarin and/or Korean (required).
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Excellent written and verbal communication skills.
Compensation & Benefits

Salary: $88,800.00 – $ (Salaried). Compensation may include a commission structure and performance‑based incentives, discretionary bonuses, and other perks. Benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

EEO Statement

BMO is a proud equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories in accordance with applicable federal, state, and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability during any part of the employment process, please send an e‑mail to  and let us know the nature of your request and your contact information.

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