Hispanic Alliance for Career Enhancement
Assistant Vice President Asset Based Lending-Portfolio and Underwriting
Hispanic Alliance for Career Enhancement, Dallas, Texas, United States, 75215
Application Deadline: 12/16/2025
Address: 200 Crescent Court
Job Family Group: Commercial Sales & Service
Position: PM/Underwriting role, inclusive of current and new customer calling and pitching. As a PM, the hire would manage 7-10 customers, oversee underwriting of new borrowers, and help train newer team members. The role involves decisioning and analysis of all types of credit information to support BMO lending decisions. Candidates can be located in Chicago or Dallas to support the market team.
Responsibilities
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
Oversee preparation of 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
May 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 of all decisions made via phone and e‑mail interaction with clients
Prepare summary, present facts and offer opinions concerning credit worthiness
Establish cross‑selling initiatives to increase penetration with client
Apply knowledge in bank products, processes and systems and effectively troubleshoot to ensure a high‑quality client experience
May coordinate closing with closing department, clients and attorneys
Minimize BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions
Provide specialized consulting, analytical and technical support
Exercise judgment to identify, diagnose, and solve problems within given rules
Work independently and regularly handle non‑routine situations
Broader work or accountabilities may be assigned as needed
Qualifications
Typically between 4-7 years of relevant experience and a post‑secondary degree in related field of study or an equivalent combination of education and experience
Deep knowledge and technical proficiency gained through extensive education and business experience
Strong verbal and written communication skills
Strong collaboration and team skills
Analytical and problem‑solving skills; experience in financial statement analysis and modeling is expected
Influence skills
Data‑driven decision making
Salary $88,800.00 - $165,600.00
Pay Type Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit https://jobs.bmo.com/global/en/Total-Rewards
About Us 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 yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
Equal Employment Opportunity Statement BMO is proud to be an 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, consistent 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 for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
#J-18808-Ljbffr
Address: 200 Crescent Court
Job Family Group: Commercial Sales & Service
Position: PM/Underwriting role, inclusive of current and new customer calling and pitching. As a PM, the hire would manage 7-10 customers, oversee underwriting of new borrowers, and help train newer team members. The role involves decisioning and analysis of all types of credit information to support BMO lending decisions. Candidates can be located in Chicago or Dallas to support the market team.
Responsibilities
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
Oversee preparation of 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
May 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 of all decisions made via phone and e‑mail interaction with clients
Prepare summary, present facts and offer opinions concerning credit worthiness
Establish cross‑selling initiatives to increase penetration with client
Apply knowledge in bank products, processes and systems and effectively troubleshoot to ensure a high‑quality client experience
May coordinate closing with closing department, clients and attorneys
Minimize BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions
Provide specialized consulting, analytical and technical support
Exercise judgment to identify, diagnose, and solve problems within given rules
Work independently and regularly handle non‑routine situations
Broader work or accountabilities may be assigned as needed
Qualifications
Typically between 4-7 years of relevant experience and a post‑secondary degree in related field of study or an equivalent combination of education and experience
Deep knowledge and technical proficiency gained through extensive education and business experience
Strong verbal and written communication skills
Strong collaboration and team skills
Analytical and problem‑solving skills; experience in financial statement analysis and modeling is expected
Influence skills
Data‑driven decision making
Salary $88,800.00 - $165,600.00
Pay Type Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit https://jobs.bmo.com/global/en/Total-Rewards
About Us 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 yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
Equal Employment Opportunity Statement BMO is proud to be an 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, consistent 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 for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
#J-18808-Ljbffr