Commercial Lending Specialist

1 week ago

Québec, Quebec, Canada BMO Financial Group Full time
1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8


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 Private Bankers.

Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).

  • Provides advice and support where needed with a focus on unique and complex credit transactions for prospects and clients.
  • Identifies crossselling opportunities to increase client penetration for banking, investments and deposits.
  • Prepares new business proposals or presentations to clients/prospects.
  • Participates in activities for client meetings and account opening documentation.
  • Provides day to day technical support and management of accounts for team members and customers.
  • Ensures timely resolution of all client questions and concerns, both internal and external.
  • Performs client sales & service support activities as required to meet client needs and maintain overall service standards.
  • Determines client needs and ensures timely and accurate completion of transaction processing.
  • Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy.
  • Recommends and implements solutions based on analysis of issues and implications for the business and the client.
  • Assists in the development of strategic plans.
  • Identifies emerging issues and trends to inform decisionmaking.
  • Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures.
  • Partners with the leadership team on strategic direction and complex lineofbusiness projects.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
  • Completes comprehensive analysis for risk, financial and profitability rating and assessments.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and adhoc reports, and dashboards.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
  • Coordinates account management activities with deal team members and internal groups.
  • Performs audits and quality checks, to ensure decisions are adequately documented and clearly communicated.
  • Manages operational audits and controls for banking and account administration.
  • Manages day to day portfolio administration activities through the completion of a wide variety of credit, noncredit, and related activities.
  • Monitors the timely and accurate setup & maintenance of accounts, including account setups, collateralization, and documentation.
  • Provides input into the planning and implementation of operational programs.
  • Executes setup, maintenance, and advancement of lending products and related account administration as per guidelines.
  • Verifies and processes loan drawdowns, ensuring they are within the terms of the credit authorization and completion of required security documentation.
  • Reviews and actions overdrafts and other monitoring reports in a timely manner.
  • Sets up and completes margin / covenant tests within established timeframes.
  • Maintains control of security collateral including preparation and registration.
  • Identifies, diarizes, and monitors accounts for security renewals, registrations, and other expiry dates to meet compliance requirements.
  • Monitors and controls the integrity of lending documentation.
  • Collects fees applicable to credit terms and conditions or account agreement.
  • Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
  • May specialize as either a funding specialist or a credit underwriting specialist.
  • Mitigates identified risks and makes credit recommendations/decisions in accordance with sound creditgranting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures.
  • Identifies and escalates irregularities and discrepancies to management as per guidelines.
  • Participates in assigned audits and compliance reviews.
  • Ensures proper adherence to the code of conduct and ethical guideline

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