Analyze financial information, agencies rating reports and other related materials.
Prepare transaction summaries, industry overviews and analyze companies from different industries within the financial services sector.
Provide accurate financial analysis and risk assessment of new and existing customers.
Monitors covenants and borrowing base certificates of clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement.
Analyze credit information to support lending decisions for new, renewal and extension of loans, as well as to offer opinions regarding credit worthiness of existing or prospective clients.
Assist in negotiations of terms and conditions of loan agreements.
Help minimize BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.