Teams at BMO

Provides independent credit adjudication, approval, and risk oversight for complex financial institution and counterparty portfolios. Evaluates lending, trading-product, derivatives, collateral, and transaction risks; advises senior leaders; supports governance and regulatory reviews; enhances credit frameworks and analytics; and mentors team members. Requires deep financial institution underwriting, capital markets risk, portfolio management, regulatory, and credit governance expertise, along with strong leadership and communication skills.

Senior Credit Officer responsible for independent credit review, adjudication, approval, and portfolio monitoring for the US insurance market. The role assesses transactions, maintains credit quality within risk policies, advises senior leaders, manages exceptions, supports lending and trading activities, and provides coaching to stakeholders. It also leads strategic initiatives, reporting improvements, change management, due diligence, and relationships with internal, external, and regulatory partners.

Supports litigators and business stakeholders across litigation, arbitration, regulatory, investigative, and pre-litigation matters. Responsibilities include discovery coordination, legal holds, document collections, outside counsel management, budgeting, invoice review, legal research, case-material summaries, reporting, and trial preparation. The role also maintains matter data, improves litigation operations, manages deadlines, and mentors junior paralegals.