Application Deadline

09/03/2026

Address

100 King Street West

Job Family Group

Wealth Sales & Service

: Director, Program Lending & Business Development

Job Code: 103007

Grade: 8

Reports To: National Director, Program Lending & Business Development

Role Purpose

Provides specialized program management, lending, portfolio administration, business development, and execution support for Program Lending & Business Development within Private Wealth. Supports the design, implementation, monitoring, and ongoing administration of professional services lending programs, sponsor/private equity lending programs, and private share ownership and monetization lending solutions.

Works closely with the National Director, Private Wealth Bankers, Commercial Banking partners, Retail Lending, Credit Risk, and Operations teams to support business development activities, credit execution, portfolio monitoring, program governance, and client experience. Applies lending, credit, and analytical expertise to support program growth while ensuring sound risk management and adherence to Bank policies and procedures.

Key Accountabilities

Program Lending Administration & Portfolio Management

- Supports the administration and ongoing management of National Program Lending solutions, including professional services, sponsor/private equity, and private share ownership lending programs.
- Directly manages the annual review process, interim reviews, specified quarterly reporting requirements, and resolution of identified exceptions within assigned program portfolios.
- Coordinates service administration and processing, ensuring client experience is seamless and service standards are consistently achieved.
- Maintains accurate documentation and ensures adherence to prescribed policies, procedures, governance requirements, and overall protection of the Bank’s position.
- Supports onboarding, documentation, funding, covenant monitoring,



and ongoing management activities for approved program lending opportunities.
- Monitors portfolio performance, identifies emerging issues and trends, and escalates concerns to National Director as appropriate.
- Ensures effective processes and controls are in place and adhered to, minimizing risk and maintaining the overall quality of the program within acceptable levels.
- Participates in assigned audits, compliance reviews, regulatory requirements, and governance activities.

Credit Analysis, Structuring & Risk Management

- Prepares credit recommendations for new and existing lending programs regarding risk, deal structure, pricing, and client requirements through detailed analysis of financial, operational, and ownership information.
- Completes comprehensive financial, risk, profitability, and credit assessments for recent and existing programs.
- Supports the structuring and execution of customized program lending solutions that address complex capital, liquidity, ownership, and succession planning needs.
- Conducts independent analysis and assessment to resolve strategic, operational, and credit-related issues.
- Identifies, assesses, and mitigates risks in accordance with corporate risk policies, lending guidelines, and sound credit-granting principles.
- Applies expertise and creative thinking to address unique or ambiguous situations and solve complex, non-routine problems.
- Supports exception management processes and assists with escalation and resolution of credit, operational, and compliance matters.

Business Development & Client Support

- Participates in sales activities including pitch preparation, client research, prospect identification, preparation of client presentations, and development of marketing materials.
- Provides research, analysis, and data gathering to facilitate solutions that address client and prospect business needs.
- Supports the execution of business development plans for professional services firms, private equity sponsors

📌 Director, Program Lending & Business Development (Toronto)
🏢 BMO
📍 Toronto