Account Support Officer

3 weeks ago

Edmonton, Canada BMO Financial Group Full time

10175 101 St NW Edmonton Alberta,T5J 0H3

Are you a detail-oriented, adaptable team player with a knack for administration? We're looking for an Administrative Specialist to join our team in Edmonton, Alberta, in the realm of Commercial Watch and Impaired loan portfolio, with a focus on helping customers through challenging situations. We are a part of a larger group, with partners in different parts of Canada, handling administrative tasks to support our operations.

Key Requirements:

- Administration Experience: You should have prior experience in administrative tasks.
- Attention to Detail: Meticulous attention to detail is vital for ensuring accuracy in all your tasks.
- Team Player: As a part of our team, you'll work collaboratively with your colleagues.
- Adaptability: You should thrive in a role where each day brings new challenges and tasks.
- Proficiency in Excel: Proficiency in Excel will be essential for managing spreadsheets and data.

Role Description:
As an Account Support Officer, your day-to-day tasks will be dynamic and diverse. You'll work in a pooling system, handling account managers’ request. Tasks can range from pulling loan statements, managing loan conversions, handling security registrations, and more. The specific tasks will depend on the accounts you manage, and they can involve interactions with other organizations etc., managing payouts, and loan statements.

Your work will involve taking over accounts from the line, following checklists to ensure all necessary steps are taken. Each day is unique, filled with a variety of administrative tasks. If you're proficient in Excel and enjoy working in a team while maintaining attention to detail, this role is for you.

If you’re looking for your next dream job, consider this one in BMO’s ERPM Risk group where every colleague helps protect and grow the bank by providing independent review and oversight of enterprise-wide risks, working together to maintain a risk management framework and fostering a strong risk culture. #ERPMDreamJobs

Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by supporting the management and administration of the accounts. Ensures all reports, entries, monitoring systems and other requirements are executed and maintained timely and accurately. Ensures compliance with all Bank Policy & Procedures and standards. Advises stakeholders of risk related issues and escalates as required.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- Coordinates and schedules work, forecasts resource requirements, monitors work quality, trains staff, researches and resolves problems.
- Prepares and executes service requests, transactions, queries, etc. within relevant service level agreements; ensures information systems are updated. e.g. payments, advances, transfer, fees, payouts.
- Prepares, renews and monitors securities documentation for account / transaction requirements.
- Collaborates with internal and external stakeholders in order to deliver on business objectives.
- Organizes work information to ensure accuracy and completeness.
- Analyzes data and information to provide insights and recommendations.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Commercial Lending Product knowledge - Good.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**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 and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

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