Sponsor Fund Lending Associate

BMO

Full time Financial Specialists
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Location
Newport Beach, California, United States
Posted
July 21, 2026

Job Description

Application Deadline:

05/21/2026

Address:

4400 MacArthur Blvd.

Job Family Group:

Commercial Sales & Service

Position Overview:

This role is ideal for a commercial banking focused professional with portfolio management experience in a sponsor‑focused environment. The Associate will lead credit underwriting and portfolio monitoring processes in accordance with bank policies, and exhibit sound credit principles in line with BMO’s risk appetite

Key Responsibilities:

  • Review credit structures, assess risk, and provide clear, well‑reasoned recommendations to Credit.
  • Prepare concise and accurate credit correspondence that clearly reflects deal structures, key risks, mitigants, and sponsor considerations.
  • Identify, analyze, and articulate sources of repayment and structural concerns.
  • Monitor borrower performance and identify trends, escalating issues as appropriate.
  • Conduct periodic and ad hoc credit reviews wher...

    • Job Details

    • Job Type
      Full time
    • Category
      Financial Specialists
    • Date Posted
      July 21, 2026
    • Application Deadline
      August 30, 2026