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CFA Institute

Tech Banking Portfolio Manager: Strategic Credit

san francisco, CA

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Job description

BMO Financial Group seeks an experienced credit professional to analyze technology-sector lending needs and manage a portfolio of technology clients. You will structure loans, assess risk, and ensure compliance with bank policies while delivering exceptional client service across a broad technology-focused client base.

Responsibilities include negotiating terms, underwriting complex deals, and presenting proposals to capture new business.

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Worksite address

san francisco, CA, 94199, US

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