Specialist, Lending Operations

2 weeks ago

Montreal, Quebec, Canada BMO Financial Group Full time
rue St-Jacques O Montreal Quebec,H2Y 1L6

Must be available to work on statutory holidays

Provides day-to-day delivery of critical lending operations processes including loan administration and servicing activities.

Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements.

Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience.

Lending operations includes specialized operations processes and activities for mortgages, consumer lending products, leasing and/or commercial lending products.

  • Provides advice and guidance to assigned business/group on implementation of solutions.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Communicates with internal business partners and external customers to respond to standard and nonstandard inquiries.
  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
  • Monitors and tracks performance, and addresses any issues.
  • Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
  • Executes work to deliver timely, accurate, and efficient service.
  • Resolves standard and relatively straightforward issues, referring nonroutine issues to more senior team members and/or manager.
  • Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information.
  • May function as a problemsolving resource for more junior staff.
  • Provides input and analysis into and participates in the planning, testing and implementation of continuous improvement projects as required.
  • Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures.
  • Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests.
  • Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met.
  • Checks and reconciles information and documentation to ensure accuracy and completeness.
  • Identifies and resolves discrepancies in accordance with standard procedures. Escalates issues, where necessary, as per guidelines.
  • Data enters, reviews and verifies loan information and documentation for processing and/or further handling.
  • Manages documentation to ensure that records are maintained in a proper manner.
  • Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.
  • Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to ensure appropriate actions are taken and operational integrity is maintained.
  • Supports the development of tools and delivery of training focused on delivering business results.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 5 years of relevant experience and postsecondary degree in related field of study or an equivalent combination of education and experience.
  • Knowledge and experience using relevant systems and technology
  • Indepth.
  • Knowledge and understanding of the business unit's key products and services, processes and controls
  • Indepth.
  • Knowledge of the risk and regulatory requirements of the business
  • Indepth.


 Prioritization skills
  • Good.
  • PC skills (MS Word, Excel, PowerPoint)
  • Indepth.


 Previous mortgage experience.
  • Good
  • Verbal & written communication skills
  • Indepth.
  • Collaboration & team skills
  • Indepth.
  • Analytical and problem solving skills
  • Indepth.


 Influence skills
  • Indepth.


 Bilingual (English, French)
  • An asset.

We're here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.


As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.

We strive to help you make an impact from day one - for yourself a

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