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3 jobs found

30d ago

Financial Analyst - Dealer Finance

BMO Financial Group Chicago, IL

Chicago, IL

30d ago Closed

$69k - $128k/yr Full time Analytical Skills Bank Finance Client Relations

This position is no longer accepting applications (closed Aug 12, 2026).

Job Description

The Financial Analyst role in Dealer Finance at BMO Financial Group is based in Chicago and onsite. The analyst analyzes credit information to support lending decisions for a Commercial Banking portfolio and structures loans while maintaining strong client relationships.

Responsibilities

Evaluate credit data to guide lending decisions for new and existing Commercial Banking loans and credit solutions within an assigned client portfolio, delivering decisions and recommendations in line with bank policies while upholding high service standards.
Conduct financial analysis, assess creditworthiness, prepare detailed credit summaries, and evaluate clients' financial performance and risk profiles.
Apply financial models and analytical tools to gauge repayment capacity and propose appropriate loan structures and collateral.
Provide recommendations to the credit manager to support credit approvals.
Monitor portfolio performance and ensure compliance, identifying deteriorating credit conditions as needed.
Review metrics and industry trends to identify risks and opportunities.
Assist in negotiating loan terms and structuring loans that align with client needs while respecting the bank's risk appetite and policies.
Develop proposals to capture new business and expand client relationships.
Build and maintain client relationships to support long-term financial performance in collaboration with the Relationship Manager and business partners.
Structure and support new, renewal, and extension loans aligned with client needs and policy guidelines.
Perform financial analysis and risk assessments for clients in the assigned portfolio to inform decision-making.
Continuously monitor portfolio performance and take corrective action when required.
Minimize risk exposure by adhering to credit policies, regulatory standards, and operational guidelines.
Serve as a primary contact for service requests, ensuring expectations are met or exceeded and escalate issues when necessary.
Contribute to initiatives that improve service quality, acquire new business, and expand client relationships.
Identify revenue and cross-selling opportunities to drive portfolio growth and identify share of wallet opportunities.
Leverage analysis tools to grow a portfolio that meets return targets and proactively evaluate client returns.
Maintain timely and accurate data entry in BMO systems and use data to support decision-making.
Focus on a defined business group within BMO, with potential enterprise-wide considerations.
Exercise judgement to diagnose and resolve issues within established guidelines.
Work independently on a range of complex tasks, including unique scenarios.
Additional responsibilities may be assigned as needed.
Take prudent risks within the Risk Management Framework, aligning with policy frameworks, standards, and applicable laws and regulations.

Requirements

Typically 3 to 4 years of relevant experience in credit, lending instruments, or financial operations within a corporate or banking environment.
Experience in the financial industry is required.
Commercial Banking experience is desirable.
Knowledge or experience with loan or lending operations is required.
Credit qualifications and related knowledge aligned with the portfolio requirements.
Bachelor's degree is required; preferred fields include Business Administration, Finance, or Accounting, with alternatives considered if coupled with relevant experience.
Demonstrated technical proficiency through education or professional experience.

Technologies

Microsoft Office

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Compensation

Salary: $69,000.00 - $127,800.00 per year

Location

Chicago, IL (onsite)

Address

320 S Canal Street

Application Deadline

07/30/2026

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1mo ago

Sr. Financial Analyst - Equipment Finance

BMO Financial Group Milwaukee, WI

Milwaukee, WI

1mo ago Closed

$89k - $166k/yr Full time Senior Analytical Skills Asset Finance

This position is no longer accepting applications (closed Jul 14, 2026).

Job Description

BMO Financial Group is seeking a Senior Financial Analyst to join its Equipment Finance team in Milwaukee. The role centers on analyzing credit information, structuring and monitoring loans, and supporting risk management and business development for Commercial Banking clients. This position blends rigorous financial analysis with client relationship development in a steady, onsite work environment.

Below are the key details for this role.

Responsibilities

Negotiate loan structures and terms that balance client needs with the bank's risk appetite and policies.
Evaluate borrowers' repayment capacity using financial models and analytical tools to propose suitable loan structures and collateral requirements.
Authorize new loans, renewals, and extensions within approved authority.
Monitor the portfolio to detect deteriorating credit conditions and compliance issues, analyzing metrics and evaluating industry trends for risks and opportunities.
Assess portfolio performance and recommend capital allocation strategies to optimize returns toward investment objectives.
Lead proposal development and deliver presentations to win new business and expand client relationships.
Engage industry contacts to gather competitive insights and best practices.
Develop and implement business development plans aimed at strengthening client relationships and growing opportunities within the portfolio.
Build and maintain client relationships to support long-term financial performance in collaboration with the Relationship Manager and business partners.
Structure and support new, renewal, and extension loans aligned with client needs and bank and risk policies.
Perform financial analysis and risk assessments of clients' credit information for an assigned portfolio to provide insights and support decisions.
Continuously monitor portfolio performance for the Commercial Banking clients, taking corrective action as required.
Minimize risk exposure by adhering to credit policies, regulatory standards, and operating guidelines.
Serve as a point of contact for service requests, ensuring expectations are met or exceeded and escalating issues as needed.
Support and implement initiatives to enhance service quality, acquire new business, and expand client relationships.
Identify revenue and cross-selling opportunities to drive portfolio growth.
Identify share of wallet opportunities.
Leverage analysis tools to nurture and grow a portfolio that meets ROE targets and proactively evaluates client returns.
Ensure timely and accurate data entry into BMO's systems and leverage the data to support decision-making.
Focus is primarily on the designated business group within BMO, with potential broader enterprise-wide scope.
Provide specialized consulting, analytical, and technical support.
Exercise judgment to identify, diagnose, and solve problems within established guidelines.
Work independently and regularly handle non-routine situations.
Additional responsibilities may be assigned as needed.
Take measured risks while protecting the bank by applying the Risk Management Framework in line with our Risk Culture and approved Risk Appetite, making sound, risk-informed decisions that align with business strategy and comply with policy documents and regulations.

Requirements

Typically 5 to 7 years of relevant experience in credit, lending instruments, or financial operations within a corporate or banking environment.
Credit qualifications and associated knowledge aligned with portfolio requirements, as applicable.
Bachelor's degree is required; preferred fields include Business Administration, Finance, or Accounting. Related disciplines or commensurate work experience may be considered.
Demonstrates deep knowledge and technical proficiency gained through education and business experience.

Technologies

Microsoft Office

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Compensation and Location

Salary range: $88,800.00 - $165,600.00 per year
Pay type: Salaried
Location: Milwaukee, WI (onsite)
Address: 790 N Water Street

Application Details

Application deadline: 07/09/2026

Job Family and Proficiency

Job Family: Commercial Sales & Service
Foundational proficiency: Structuring Deals
Advanced proficiency: Problem Solving, Collaboration, Detail-Oriented, Customer Service, Loan Structuring, Regulatory Compliance, Portfolio Management, Credit Risk Assessment, Banking Operations, Microsoft Office
Expert proficiency: Financial analysis

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3mo ago

Equipment Finance Sales & Syndication Manager

Falcon National Bank Saint Cloud, MN

Saint Cloud, MN

3mo ago Closed

$120k - $150k/yr Full time Manager Asset Finance Bank Finance

This position is no longer accepting applications (closed Jun 9, 2026).

Job Description

Falcon National Bank in Saint Cloud is seeking a seasoned Equipment Finance Sales & Syndication Manager to lead its equipment finance initiatives. This hybrid role blends strategic leadership with hands-on management of sales, syndication activities, and partner relationships to drive growth while maintaining regulatory alignment.

Job Overview

The Equipment Finance Department focuses on delivering superior client service that supports the growth of Falcon Equipment Finance. It emphasizes building and maintaining strong relationships with current and prospective dealers through proactive outreach, responsive communication, and deep industry expertise.

Responsibilities

Lead and manage the Equipment Finance Sales and Syndication team to meet production, revenue, and portfolio targets.
Serve as an active member of the Bank Leadership team, contributing to strategic planning, enterprise initiatives, and growth.
Develop and execute sales and business development plans to achieve individual and team targets.
Drive new business through proactive outreach, including prospecting, cold calling, networking, referrals, and cross-selling bank products such as credit, trust/investment, and cash management.
Oversee end-to-end syndication transactions from initial review and structuring to documentation and funding, ensuring timely and compliant execution.
Manage relationships with syndication partners, negotiating terms that support efficient execution, sound risk management, and favorable pricing.
Build and maintain relationships with external partners and investors to support buy-side and sell-side syndication and expand lending capacity.
Identify new market opportunities, syndication channels, and investor relationships to drive growth, diversification, and profitability.
Analyze market trends, competitive conditions, and syndication opportunities to guide transaction structures, pricing, and strategy.
Collaborate with internal sales, credit, and portfolio management teams to align syndication strategies with client needs, credit standards, and Bank objectives.
Monitor syndicated portfolio performance and partner exposures to ensure compliance with credit policy, regulatory requirements, and risk management standards.
Provide strategic input on transaction structure, pricing, and risk-return considerations to support portfolio quality and long-term performance.
Analyze performance metrics and financial data to inform decision making and continuous improvement.
Serve as a daily escalation resource to resolve issues and ensure client expectations are met.
Represent the Bank through industry, civic, and community involvement to strengthen the Equipment Finance brand and generate new business opportunities.
Maintain current knowledge of industry trends, market conditions, regulatory requirements, and competitive developments within Equipment Finance.
Perform other duties as assigned.

Requirements

Bachelor’s degree in Business, Finance, Accounting, or a related field is required.
Minimum of seven years of progressive experience in equipment finance, leasing, or financial services, including sales, business development, and leadership responsibilities, required.

Technologies

Microsoft Office

Benefits

Life insurance and short-term disability
Medical, dental, and vision insurance
Health Savings Account (HSA), Limited Flexible Spending Account (FSA) and Dependent Care Flexible Spending Account (DCFSA) options
Paid holidays and PTO
Volunteer Paid Time Off (VTO)
401k retirement plan with company match
Voluntary life insurance and long-term disability
Employee Assistance Program (EAP)
Supplemental benefit options

Pay

Pay range: $120,000 – $150,000 per year; incentive compensation.

Work Location

Hybrid remote in Saint Cloud, MN 56301

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Bank Finance Jobs

Financial Analyst - Dealer Finance

Sr. Financial Analyst - Equipment Finance

Equipment Finance Sales & Syndication Manager

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