Managing Director & Team Lead – Sponsor Finance

Managing Director & Team Lead – Sponsor Finance

Requirements

• Typically 9+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Seasoned expert with extensive industry knowledge.
• Technical leader viewed as a thought leader for innovation.
• Verbal & written communication skills – Expert.
• Analytical and problem solving skills – Expert.
• Influence skills – Expert.
• Collaboration & team skills; with a focus on cross-group collaboration – Expert.
• Able to manage ambiguity.
• Data driven decision making – Expert.

Responsibilities

• Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank.
• Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations.
• Makes credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
• Provides professionally packaged advice and solutions to corporate clients and prospects to fulfill client needs and generate revenue for BMO.
• Leads and executes business development plans to that business goals are achieved or exceeded.
• Creates and sustains consistent superior service to customers/clients and prospects.
• Develops an expert understanding of business/group challenges.
• Networks with industry contacts to gather competitive insights and best practices.
• Recommends measures to improve organizational effectiveness.
• May consult to or serve on various committees and task forces.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• Partners with internal stakeholder to develop consistent and appropriate customer presentations, craft detailed correspondence, presentations and proposals.
• Ensures alignment between stakeholders.
• Develops and applies the framework for databases; oversees database management in adherence with data governance standards.
• Monitors and tracks performance, and addresses any issues.
• Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
• Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
• Identifies issues, gaps and process improvements through open communication and through the monitoring of productivity against benchmarks.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Provides accurate financial analysis and risk assessment of new and existing customers.
• Partners with internal stakeholders for accurate, detailed client information.
• Develops credit information to make lending decisions on new, renewal and extension loans.
• Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
• Prepares summary, present facts and offer opinions concerning credit worthiness.
• Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
• Provides input into the planning and implementation of operational programs.
• Builds effective relationships with internal/external stakeholders.
• Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
• Influences how teams/groups work together.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
• Communicates abstract concepts in simple terms.
• Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
• Anticipates trends and responds by implementing appropriate changes.

Preferred Qualifications

No preferred qualifications provided.