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Job Details

BMO Harris Bank

Senior Financial Analyst-Commercial Banking

Business and Financial Operations



Full Time


Milwaukee, Wisconsin, United States


790 N Water Street

Job Family Group:

Commercial Sales & Service

Senior Financial Analyst-Commercial Banking

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the Bank. Support the entire commercial lending process from prospecting, proposal, prescreen, underwriting, due diligence, documentation prep, closing and monitoring. You will work closely with Relationship Managers, Portfolio Managers and customers on a large, complex commercial portfolio. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.

  • Provides thorough and accurate financial analysis and risk assessment of new and existing customers operating in a variety of industries ranging from lower middle market to large publicly traded companies.
  • Monitors clients within assigned portfolio to identify deteriorating credit conditions and compliance with loan agreement.
  • Develops credit information to make lending decisions on new, renewal and extension loans.
  • Oversees preparation of concise, well-reasoned credit correspondence.
  • Minimizes BMO’s risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
  • Responsible for reviewing and maintaining credit files and compliance reviews.
  • Acts timely, efficiently and independently, taking ownership of client satisfaction.
  • Acts as the prime subject matter expert for internal/external stakeholders.
  • Regular exposure to other areas of the Bank/internal partners.
  • Partners with internal stakeholders for accurate, detailed client information.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Participates in the development of financial models and other analytical tools to assist clients in evaluating capital structure.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.
  • May participate in customer/prospect calls and on-site customer visits with other internal stakeholders.


  • Typically 5+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Formal Commercial Credit training preferred
  • Commercial Banking Analysis & Underwriting experience required; Equipment Finance experience a plus
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Excellent verbal & written communication skills.
  • Ability to collaborate and work well as part of a team
  • Excellent analytical and problem solving skills

We’re here to help

At BMO Harris Bank 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 Harris Bank 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 [Register to View] .

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.