Deal Specialist

6 months ago

Toronto, Canada BMO Financial Group Full time

100 King Street West Toronto Ontario,M5X 1A1

Bilingual - English and French-Verbal and Written communication skills

Provides loan closing and portfolio monitoring support in a professional and timely manner. Facilitates the loan closing process, commitment management and the booking and accounting of the loan portfolio ensuring all required policies, guidelines and standards are met. Delivers exceptional customer service by providing responsive, accurate, consistent, knowledgeable services and support.
- Provides advice and guidance to assigned business/group on implementation of solutions.
- Builds effective relationships with internal/external stakeholders.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required.
- Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements.
- Processes more complex transactions and activities.
- Resolves discrepancies/ exceptions for mostly routine situations, some may require further analysis, or escalates as required.
- Organizes work information to ensure accuracy and completeness.
- Supports the development of tools and delivery of training focused on delivering business results.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Participates in deal closing events to ensure conditions and funding requirements have been met.
- Analyzes the credit documentation to the credit approval, structures the loan parameters on the lending system and communicates deal information to deal stakeholders.
- Tracks and monitors credit, legal and compliance documentation/collateral and participates in the follow up and escalation process when issues are identified.
- Gathers additional documentation from the customer and/ or internal/external stakeholders to ensure all required information is available to fulfill client requests.
- Manages customer documentation to ensure that records are maintained in a proper manner.
- Investigates and addresses customer services issues according to established parameters, referring or escalating as required.
- Collaborates with internal and external stakeholders to deliver on business objectives.
- Analyzes data and information to provide insights and recommendations.
- Develops knowledge around a customer’s business, industry, and market in effort to better service their needs.
- May prepare legal documents.
- Collaborates in identifying, recommending and implementing workflow improvements to deliver a more efficient operation.
- 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 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Knowledge and understanding of business unit’s key products and services, processes and controls - Good.
- Understanding of business unit’s risk and regulatory requirements - Good.
- Accurate data entry skills.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.

Annual base salary: 44,500.00 - 63,500.00 CAD Annual. The base salary range represents the anticipated low and high end of the BMO Financial Group's salary range for this position. Actual salaries will vary and will be based on various factors, such as skill, experience, and qualification for the role. This position is also eligible for a bonus plan. Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

**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

  • Deal Desk Specialist

    6 months ago

    Toronto, Canada Cushman & Wakefield Full time

    **Job Title** Deal Desk Specialist **Job Description Summary** The Deal Desk Specialist will assist brokers, Local Operations completing requests in support of deal flow management. In this role, the Deal Desk Specialist will perform select deal management and master data management activities to ensure brokers are provided high quality, efficient, and...

  • Strategy & Operations, Chief of Staff - Deal

    2 months ago

    Toronto, Canada KPMG Full time

    Overview: At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. At KPMG, we understand that every deal is more than a transaction, it’s a pivotal moment that can define the future of an organization. Our deal advisory team...

  • Support Worker

    2 weeks ago

    Toronto, Canada Elite Specialist Group Full time

    Elite Specialist Group is a dynamic organization that deals with Accident Benefit claim assessments, medical devices, in-home care, treatment, and therapy for patients who have been in motor vehicle accidents. We are looking for highly motivated and passionate Personal Support Workers for our clients in Toronto. You will be required to assist with daily...

  • Deal Desk Specialist

    7 months ago

    Toronto, Canada Allocate Full time

    Role Summary The Dealdesk Specialist role is the frontline representative for Sales Operations. As the Dealdesk Specialist, you benefit from exposure to the sales, marketing, finance, and product teams. The role will triage, direct, and answer requests from these groups. Requests may include contract retrieval to client negotiations, and even process...

  • High Velocity Sales

    3 months ago

    Toronto, Canada Rockwell Automation Full time

    Rockwell Automation is a global technology leader focused on helping the world’s manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have something special. Behind our customers - amazing companies that help feed the world, provide life-saving medicine on a global scale,...

  • Sponsorship and Deals Specialist, Large Customer

    2 months ago

    Toronto, Canada Google Full time

    **Minimum qualifications**: - Bachelor's degree or equivalent practical experience. - 2 years of experience in digital media, sales, marketing, or product roles. - Experience working with digital organizations. - Experience identifying and recommending ways to improve product and customer strategy. **Preferred qualifications**: - Experience in commercial...

  • Sponsorship and Deals Specialist, Large Customer

    3 months ago

    Toronto, Canada Google Full time

    **Minimum qualifications**: - Bachelor's degree or equivalent practical experience. - 2 years of experience in digital media, sales, marketing, or product roles. - Experience working with digital organizations. - Experience identifying and recommending ways to improve product and customer strategy. **Preferred qualifications**: - Experience in commercial...

  • Automotive Procurement Specialist

    1 week ago

    Toronto, Ontario, Canada CJ Auto International Full time

    We are CJ Auto International, an international car dealership seeking a skilled Automotive Procurement Specialist to help us acquire new vehicles from dealerships. This is an exciting opportunity for a motivated individual to earn a commission per vehicle purchased.Your role will involve working closely with our team to purchase and reserve vehicles, while...

  • Software Acquisition Specialist

    2 weeks ago

    Toronto, Ontario, Canada Vela Software Full time

    As a Software Acquisition Specialist at Vela Software, you will be responsible for identifying and securing strategic acquisitions that align with our company's growth objectives. With a proven track record of thriving in fast-paced enterprise sales or deal sourcing environments, you will leverage your expertise to source, qualify, and nurture a pipeline of...

  • Vehicle Procurement Specialist

    7 days ago

    Toronto, Ontario, Canada CJ Auto International Full time

    We are CJ Auto International, an international car dealership with a growing fleet.As a Vehicle Procurement Specialist, you will play a key role in sourcing new vehicles from dealerships to meet our business needs.Your primary responsibility will be to purchase vehicles and negotiate deals on behalf of the company.You will work closely with our team to...

  • Automotive Procurement Specialist

    2 weeks ago

    Toronto, Ontario, Canada CJ Auto International Full time

    About CJ Auto InternationalWe are an international car dealership dedicated to excellence in the automotive industry.Job Description: Automotive Procurement SpecialistThis role involves purchasing new vehicles from dealerships for our business. The successful candidate will be responsible for closing deals, working closely with our team to ensure a seamless...

  • Automotive Procurement Specialist

    2 weeks ago

    Toronto, Ontario, Canada CJ Auto International Full time

    CJ Auto International seeks a skilled Automotive Procurement Specialist to join our team.Our company is an international car dealership dedicated to providing exceptional service and products to our customers. As an Automotive Procurement Specialist, you will play a crucial role in purchasing new vehicles from dealerships for our business.We take care of...

  • Hockey Specialist

    7 months ago

    Toronto, Canada Canadian Tire - Lakeshore & Leslie (store #654) Full time

    The Hockey Specialist is a team member with a passion for and experience in competitive ice hockey. The goal is to create an exceptional shopping experience for beginner to high-level hockey customers through professional and courteous customer service while providing excellent equipment advice. **Responsibilities and Tasks** Customer Service - Assess,...

  • International Video Growth Specialist

    2 weeks ago

    Toronto, Ontario, Canada Amazon Full time

    Senior Go-To-Market Role for International ExpansionWe are seeking an experienced International Video Growth Specialist to join our team at Amazon. In this role, you will drive the growth of our international video-centric go-to-market (GTM) strategy.Job Summary:The ideal candidate will have a deep understanding of programmatic video buying and proven...

  • Administrative Specialist

    6 months ago

    Toronto, Canada GSH Medical Full time

    **Position Title**: Medical Administration and Reception - Specialist Office **Reports to**: Regional Operations Manager **Job Status**:Maternity Leave Cover (12mo) - with the possibility of full time permanent We are looking for a skilled off site / work from home medical receptionist for our Chronic Pain division. You will be directly supporting our...

  • Financial Research Specialist

    2 weeks ago

    Old Toronto, Canada Smartkarma Innovations Pte Ltd Full time

    Job Opportunity at Smartkarma Innovations Pte LtdWe are seeking a seasoned Financial Research Specialist to build and maintain ongoing research coverage of US IPOs and direct listings with an expected deal size of USD 100mn or higher, excluding closed-end funds and SPACs.This role entails developing a data-driven methodology to score and rank deals, creating...

  • Collection Specialist- Finance

    4 weeks ago

    Toronto, Canada ONIT ENERGY LTD Full time

    Collections Specialist Reporting to the Controller, the Collections Specialist will be responsible for the review and collection of the outstanding balances of all customer accounts of the Company. The Collections Specialist may also be called upon to assess and agree upon payment alternatives for the delinquent accounts and provide guidance to upper...

  • Strategic Sales Growth Specialist

    2 hours ago

    Toronto, Ontario, Canada Challenger Motor Freight Full time

    At Challenger Motor Freight, we are seeking a highly skilled Strategic Sales Growth Specialist to join our team. This is a unique opportunity for an ambitious sales professional looking to make a significant impact on our company's growth.Job Description:We are looking for a talented sales expert who can thrive in a fast-paced environment and drive...

  • Casualty Underwriting Specialist

    2 months ago

    Toronto, Canada Aviva Full time

    Individually we are people, but together we are Aviva. Individually these are just words, but together they are our Values - Care, Commitment, Community, and Confidence. As a Casualty Underwriting Specialist, your primary focus and responsibility will be to work on new and renewal business, as well as prospecting new opportunities with a focus on large,...

  • Referral Specialist

    7 months ago

    Toronto, Canada University Health Network Full time

    Full-time - Department: Cardiac Rehab Program **Company Description**: - The University Health Network, where “above all else the needs of patients come first”, encompasses Toronto General Hospital, Toronto Western Hospital, Princess Margaret Cancer Centre, Toronto Rehabilitation Institute and the Michener Institute of Education. The breadth of...