Current jobs related to Service Officer, Lending Services - Montreal, Quebec - Scotiabank


  • Montreal, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and experienced Private Banking Officer Credit to join our team at BMO. As a key member of our Wealth Sales & Service team, you will be responsible for providing exceptional customer service and portfolio management in lending services to our clients.Key ResponsibilitiesProvide technical expertise for proactive...


  • Montreal, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and experienced Private Banking Officer Credit to join our team at BMO. As a key member of our Wealth Sales & Service team, you will be responsible for providing exceptional customer service and portfolio management in lending services to our clients.Key ResponsibilitiesProvide technical expertise for proactive...

  • Mortgage Officer

    3 weeks ago


    Montreal, Quebec, Canada Manulife Full time

    About the RoleWe are seeking a highly skilled and experienced Commercial Mortgage Loan Originator to join our team at Manulife. As a key member of our mortgage lending team, you will be responsible for identifying and sourcing new commercial mortgage loan opportunities, structuring and negotiating loan transactions, and providing exceptional customer service...

  • Mortgage Officer

    3 weeks ago


    Montreal, Quebec, Canada Manulife Full time

    About the RoleWe are seeking a highly skilled and experienced Commercial Mortgage Loan Originator to join our team at Manulife. As a key member of our mortgage lending team, you will be responsible for identifying and sourcing new commercial mortgage loan opportunities, structuring and negotiating loan transactions, and providing exceptional customer service...


  • Montreal, Quebec, Canada BMO Full time

    Position Overview:This role is pivotal in the execution of essential lending operations processes, encompassing loan administration and servicing functions. The successful candidate will manage payments, transactions, service requests, and administrative duties while ensuring stakeholder inquiries are addressed within established service level agreements.Key...


  • Montreal, Quebec, Canada Shakepay Full time

    About the RoleAs the Head of Credit and Lending Operations at Shakepay, you will be responsible for overseeing the entire credit business, including sales, marketing, underwriting, customer service, collections, and more.Key ResponsibilitiesDevelop and implement business strategies to drive growth, profitability, and competitive success for Shakepay's credit...


  • Montreal, Quebec, Canada Shakepay Full time

    About the RoleAs the Head of Credit and Lending Operations at Shakepay, you will be responsible for overseeing the entire credit business, including sales, marketing, underwriting, customer service, collections, and more.Key ResponsibilitiesDevelop and implement business strategies to drive growth, profitability, and competitive success for Shakepay's credit...


  • Montreal, Quebec, Canada Farm Credit Canada Full time

    Job Title: Corporate & Commercial Credit ManagerWe are seeking a highly skilled Corporate & Commercial Credit Manager to join our team at Farm Credit Canada.Key Responsibilities:Analyze and adjudicate commercial loan applicationsUtilize commercial lending expertise to make informed credit decisionsCollaborate with internal stakeholders to ensure effective...


  • Montreal, Quebec, Canada Farm Credit Canada Full time

    Job Title: Corporate & Commercial Credit ManagerWe are seeking a highly skilled Corporate & Commercial Credit Manager to join our team at Farm Credit Canada.Key Responsibilities:Analyze and adjudicate commercial loan applicationsUtilize commercial lending expertise to make informed credit decisionsCollaborate with internal stakeholders to ensure effective...


  • Montreal, Quebec, Canada BMO Full time

    Position Overview:As a key player in our Lending Operations team, you will be responsible for the efficient execution of essential lending processes. This includes managing loan administration and servicing tasks while ensuring compliance with service level agreements.Key Responsibilities:Deliver daily operations related to loan servicing and...


  • Montreal, Quebec, Canada CIBC Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Analyst to join our team at CIBC. As a Senior Analyst, Special Investigations, you will play a critical role in reviewing complex mortgage applications and ensuring that our lending practices are in line with regulatory requirements.Key ResponsibilitiesReview and Analyze Mortgage...


  • Montreal, Quebec, Canada CIBC Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Analyst to join our team at CIBC. As a Senior Analyst, Special Investigations, you will play a critical role in reviewing complex mortgage applications and ensuring that our lending practices are in line with regulatory requirements.Key ResponsibilitiesReview and Analyze Mortgage...

  • Financial Analyst

    5 days ago


    Montreal, Quebec, Canada Richter Full time

    Job OpportunityRichter Consulting is seeking an experienced professional to join their Asset Based Lending diligence practice. The ideal candidate will have a strong background in financial analysis and a risk-based approach to collateral reviews.Key ResponsibilitiesConduct financial analysis and identify key issues during engagementsDevelop recommendations...

  • Financial Analyst

    4 days ago


    Montreal, Quebec, Canada Richter Full time

    Job OpportunityRichter Consulting is seeking an experienced professional to join their Asset Based Lending diligence practice. The ideal candidate will have a strong background in financial analysis and a risk-based approach to collateral reviews.Key ResponsibilitiesConduct financial analysis and identify key issues during engagementsDevelop recommendations...


  • Montreal, Quebec, Canada BMO Financial Group Full time

    Position OverviewThe Bilingual Lending Operations Specialist plays a crucial role in the daily execution of essential lending operations, encompassing loan administration and servicing tasks.Key ResponsibilitiesTransaction Management: Facilitates the processing of payments, transactions, and service requests while adhering to established service level...


  • Montreal, Quebec, Canada QUANTEAM North America Full time

    Job Description**About the Role**We are seeking a highly skilled Senior Business Analyst to join our team at Quanteam North America. As a Senior Business Analyst, you will play a critical role in the successful implementation of our Loan IQ Business Analyst position, focusing on migrating the bank's lending platform from FIS ACBS to Finastra Loan IQ.Key...


  • Montreal, Quebec, Canada QUANTEAM North America Full time

    Job Description**About the Role**We are seeking a highly skilled Senior Business Analyst to join our team at Quanteam North America. As a Senior Business Analyst, you will play a critical role in the successful implementation of our Loan IQ Business Analyst position, focusing on migrating the bank's lending platform from FIS ACBS to Finastra Loan IQ.Key...


  • Montreal, Quebec, Canada VA Capital Full time

    About the RoleWe are seeking a highly skilled Loan Servicing Manager to join our team at VA Capital. As a key member of our organization, you will be responsible for providing exceptional analytical thinking and solutions to support our lending activities.As a Loan Servicing Manager, you will work closely with our Vice-president Risk and Funding to ensure...


  • Montreal, Quebec, Canada VA Capital Full time

    About the RoleWe are seeking a highly skilled Loan Servicing Manager to join our team at VA Capital. As a key member of our organization, you will be responsible for providing exceptional analytical thinking and solutions to support our lending activities.As a Loan Servicing Manager, you will work closely with our Vice-president Risk and Funding to ensure...


  • Montreal, Quebec, Canada Bennett Jones Full time

    About Bennett JonesBennett Jones LLP is a top-tier, full-service international law firm with a strong presence in the financial services sector. We are proud to have been recognized as a Platinum Level Best Employer in the "Best Employers in Canada" survey conducted by Kincentric.The RoleWe are seeking a highly motivated associate to join our Financial...

Service Officer, Lending Services

3 months ago


Montreal, Quebec, Canada Scotiabank Full time

Service Officer, Lending Services - Montreal, QC

Requisition ID: 202317

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose of Job

Contributes to the overall success of the Lending Services business unit by ensuring specific individual goals, plans, initiatives and assigned tasks are executed/delivered in support of the team's business strategies and objectives. Ensures all activities conducted witha high degree of accuracy followgoverning regulations, internal policies, and procedures.

Is this role right for you? In this role you will:

  • Champions a client-driven culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Preparation and execution of intricate security and Business Banking documents to meet the requirements stipulated by the Bank's policies and procedures to support the fulfillment of new and the ongoing maintenance, amendment and service activities of lending products & services (including instructions to lawyers, appraisers, and other contacts as applicable).
  • Maintains up-to-date knowledge and understanding of relevant Commercial and Small Business products, processes, and policies, including completing internal training, and reviewing appropriate news items and publications.
  • Participates as an active partner, and initiates changes by collaborating with stakeholders and business lines to resolve issues, remove roadblocks, reduce costs, and improve services.
  • Responds promptly and effectively to service inquiries, concerns, and complaints from Banking partners, with the ability to:

➢ Resolve servicing issues and reduce business and client impact with managerial direction as required.

➢ Analyze situations and present sound recommendations and decisions to overcome any obstacles and escalating if required.

➢ Facilitate decision making processes by providing timely, meaningful, and easily available data.

  • Understand how the Bank's risk appetite and risk culture should be considered in daily activities and decisions.
  • Contributes to the overall Pulse Score by championing opportunities to enhance the customer experience.
  • Actively pursues effective and efficient operations of respective areas, while ensuring the adequacy, adherence to and effectiveness of business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook, and the Scotiabank Code of Conduct.
  • Champions a high-performance environment and contributes to an inclusive work environment.
  • Perform other related duties as assigned.

What you will be doing?

  • Operates independently to execute the fulfillment and maintenance of Commercial and Small Business lending products & services within assigned authorities/limits.
  • Reviews, assesses, and processes high volumes of standard/non-standard credit, service, and support customer transactions.
  • Processing for deals (size and respective limits will vary subjected to segment and tasks).
  • Acts as a dedicated subject matter expert providing timely resolution to clients and business partners on all Commercial and Small Business lending products, services, tools, systems, procedures, etc.
  • Recognizes and identifies knowledge gaps and performance concerns and addresses/reports these observations through the appropriate escalation process.
  • Taking responsibility for client and partner inquiries, concerns, or complaints and presenting solutions or alternatives
  • Business Units supported include and not limited to: Commercial Banking, Small Business, Global Risk Management, Payments & Cash Management, Audit, Trade services, Scotia Leasing, Real Estate Banking, Client Services and Solutions, Cash Management Call Centre, and other units (as applicable).
  • Provides national coverage between the hours of operation (7 a.m. – 8 p.m. Eastern Standard Time). Shifts may vary.
  • Assist in identifying and implementing efficiency-focused improvements to operating procedures and/or systems to meet Bank regulations, operational effectiveness and overall process simplification Participates in cross-training to broaden skillsets across different areas.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

  • Post-Secondary Education
  • Minimum of 2 years of relevant working experience (Commercial / Small Business) in Financial Services or related industry.
  • Proven customer service skills, as well as flexibility to adapt to changing environments.
  • Experienced and knowledgeable of Business Banking credit as it applies to the Corporate, Commercial and Small Business Bank's policies & procedures, products & services, and security & collateral documentation.
  • Strong knowledge and experience in the setup and execution of onboarding accounts, products & services, and loan/funding.
  • Fluency in English and French (written & verbal) and Organizational Skills.
  • Working knowledge of Microsoft Office (Excel, Word, and Outlook).
  • Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and they will serve and English-speaking clientele.

Location(s): Canada : Quebec : Montreal

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, pleaseclick here ) . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.