Senior Portfolio Banker - Private Equity

BMO Financial Group
📍 Chicago, IL, United States 💼 Full-time 🕒 Posted July 03, 2026

Job Description

Private equity or fund finance experience preferred. Strong preference for formal (commercial) credit training or commercial lending experience.

Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).

+ Manages the preparation of new lending proposals or presentations to clients/prospects.
+ Ensures new business meets policy and procedures requirements for profitability and risk management.
+ Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients.
+ Identifies cross-selling opportunities to increase clie...

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Job Details

  • Location Chicago, IL
  • Job Type Full-time
  • Category other-general
  • Posted Date July 03, 2026
  • Application Deadline July 09, 2026