Role Overview
The Sr. Financial Analyst – Equipment Finance will analyze credit information to support lending decisions and process new and existing Commercial banking loans and credit solutions. They will make credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment.
What You Will Do
The Sr. Financial Analyst – Equipment Finance will negotiate loan structures and terms, assess client repayment capacity, and monitor portfolio performance to identify risks and opportunities. They will also lead proposal development, deliver presentations, and build client relationships to ensure long-term financial performance.
Why It Might Be a Fit
The Sr. Financial Analyst – Equipment Finance will work independently and handle non-routine situations. They will exercise judgment to identify, diagnose, and solve problems within given rules. The role requires a deep knowledge of credit and lending instruments, as well as technical proficiency in financial analysis and risk assessment.
Requirements
- 5 – 7 years of relevant experience in credit or lending instruments or financial operations in a corporate or banking environment
- Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards
- Bachelor’s degree required; Business Administration, Finance and Accounting preferred
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
To apply for this job please visit bmo.wd3.myworkdayjobs.com.
Follow us on social media