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Portfolio Banker / BMO Family Office – Capital Advisory Services BMO Financial
Portfolio Banker / BMO Family Office – Capital Advisory ServicesNewport Beach, CA
- $81,400–$151,800 / year
div> Application Deadline:
Address: 4400 MacArthur Blvd.
Job Family Group: Wealth Sales & Service
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.
As a funding specialist, facilitates the funding process acting as a final and independent control point for legal documentation and ensures that the security/legal documentation reflects what was approved; all terms and conditions noted in the credit application have been met; proper execution/perfection of all documents prior to funding/releasing funds; assesses significance of any security or conditions shortfalls, credit and fraud risks.