Deal Specialist

3 weeks ago

Vancouver, Canada BMO Financial Group Full time

595 Burrard Street Vancouver British Columbia,V7X 1L7

BMO is hiring a Deal Specialist to support the Real Estate Finance portfolio in Commercial Lending. This is an excellent hybrid opportunity based at our Vancouver location.

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.

**Compensation and Benefits**:
$44,500.00 - $82,500.00

**Pay Type**:
Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

**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-

  • Deal Specialist, Real Estate Finance

    4 weeks ago

    Vancouver, Canada BMO Financial Group Full time

    595 Burrard Street Vancouver British Columbia,V7X 1L7 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...

  • Student Advising Specialist

    5 days ago

    Vancouver, Canada University Canada West Full time

    **Position Job Title**: Student Advising Specialist **Location**:University Canada West (UCW) - Vancouver **Reports To**:Manager, Student Advising and Support Services **About University Canada West**: University Canada West is an innovative business and technology-oriented, dynamic, and growing institution that was founded in 2005. Based in Downtown...

  • Purchasing Specialist

    4 weeks ago

    Vancouver, Canada Smile Innovations Group Full time

    **Purchasing **Specialist** Reports to: Director of Finance **ABOUT SMILE INNOVATIONS GROUP** Smile Innovations Group is a national organization focused on the consolidation of dental labs and the development of dental products and services. Our management team has a long history and experience in the dental and financial industries providing a wide range...

  • Cisco Sales Specialist

    4 weeks ago

    Vancouver, Canada D&H Distributing Full time

    Cisco Sales SpecialistSUMMARYWith a primary focus of growing vendor sales with new and existing customers, the Sales Specialist serves as an extension of the vendor or technology category and is responsible for educating and enabling the sale of new and different technical products, programs, and/or services. Maintaining sound knowledge of diverse industry...

  • Cisco Sales Specialist

    4 weeks ago

    Vancouver, Canada D&H Distributing Full time

    Cisco Sales Specialist SUMMARY With a primary focus of growing vendor sales with new and existing customers, the Sales Specialist serves as an extension of the vendor or technology category and is responsible for educating and enabling the sale of new and different technical products, programs, and/or services. Maintaining sound knowledge of diverse...

  • Cisco Sales Specialist

    4 weeks ago

    Vancouver, Canada D&H Distributing Full time

    Cisco Sales SpecialistSUMMARYWith a primary focus of growing vendor sales with new and existing customers, the Sales Specialist serves as an extension of the vendor or technology category and is responsible for educating and enabling the sale of new and different technical products, programs, and/or services. Maintaining sound knowledge of diverse industry...

  • Business Development Specialist

    4 weeks ago

    Vancouver, Canada Fasken Martineau DuMoulin LLLP Full time

    Fasken is a leading international business law and litigation firm. With over 800 lawyers, we have offices in Vancouver, Surrey, Calgary, Toronto, Ottawa, Montréal, Québec City, London, and Johannesburg. We provide strategic and thoughtful advice in virtually all areas of business law to a broad range of clients including close to half of the Fortune 100...

  • Agency Sales Specialist

    4 weeks ago

    Vancouver, Canada myZone Media Inc. Full time

    Agency Sales Specialist **Job Overview**: As a key member of our sales team at Revenue Automation, the Agency Sales Specialist will be instrumental in driving new business and fostering revenue growth. We are in search of a seasoned, high-performing individual with a solid background in sales and a deep understanding of the digital marketing industry. In...

  • Property Specialist Underwriter

    2 weeks ago

    Vancouver, BC, Canada DGA Careers Full time

    Senior Property Underwriter / Specialist (Mining) - 9432 - IW-9432 Date of modification: Senior Property Underwriter / Specialist (Mining) - 9432 Embark on a groundbreaking journey as a Senior Property Mining Underwriter, where your expertise will chart my client’s course into the mining sector. This role offers the unique opportunity to build the...

  • Accounts Receivable Specialist

    4 weeks ago

    Vancouver, Canada Uniserve Communications Corporation Full time

    **Location**:Vancouver, BC, Canada **Department**:Finance **Type: Full** Time **Min. Experience**: Entry Level **Uniserve Communications** Uniserve Communications, an internet and IT services provider in Vancouver is looking for a full-time Accounts Receivable Specialist for our Vancouver office. We provide the latest technologies in digital phone, high...

  • Mortgage Specialist

    4 weeks ago

    Vancouver, Canada Lower Full time

    Lower Financial Inc. (Lower) is Canada’s premium mortgage broker offering every type of mortgage in Canada. We’re a group of experienced mortgage professionals dedicated to serving Canadians. Our mission is to find anyone the best mortgage deal possible through our online service. We are a fast-growing brokerage and if you want to make an impact here and...

  • Mortgage Specialist

    4 weeks ago

    Vancouver, Canada Lower Full time

    Lower Financial Inc. (Lower) is Canada’s premium mortgage broker offering every type of mortgage in Canada. We’re a group of experienced mortgage professionals dedicated to serving Canadians. Our mission is to find anyone the best mortgage deal possible through our online service. We are a fast-growing brokerage and if you want to make an impact here and...

  • Mortgage Specialist

    4 weeks ago

    Vancouver, Canada Lower Full time

    Lower Financial Inc. (Lower) is Canada’s premium mortgage broker offering every type of mortgage in Canada. We’re a group of experienced mortgage professionals dedicated to serving Canadians. Our mission is to find anyone the best mortgage deal possible through our online service. We are a fast-growing brokerage and if you want to make an impact here and...

  • Mortgage Specialist

    1 week ago

    Vancouver, Canada Lower Full time

    Lower Financial Inc. (Lower) is Canada’s premium mortgage broker offering every type of mortgage in Canada. We’re a group of experienced mortgage professionals dedicated to serving Canadians. Our mission is to find anyone the best mortgage deal possible through our online service. We are a fast-growing brokerage and if you want to make an impact here and...

  • Billing Specialist

    2 weeks ago

    Vancouver, Canada Cassels Brock & Blackwell LLP Full time

    **About Us**: Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy, and advisory needs of Canada’s most dynamic business sectors. We have one of the largest business law practices in the country, serving multinational, national and mid-market clients from our offices in Toronto, Vancouver and...

  • Billing Specialist

    4 weeks ago

    Vancouver, Canada Cassels Brock & Blackwell LLP Full time

    Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors. We have one of the largest business law practices in the country, serving multinational, national and mid-market clients from our offices in Toronto, Vancouver and Calgary. At Cassels, our...

  • Marketing Proposal Specialist

    4 weeks ago

    Vancouver, Canada HCMA Architecture + Design (Vancouver or Victoria, BC) Full time

    HCMA designs buildings, brands, and experiences that maximize positive impact. To do this, we bring together passionate, intelligent, and engaged individuals who want to make a lasting change. **If you’re looking to make a positive impact on society, we want to hear from you.** We are looking for an established Interior Designer who has more energy than...

  • Business Development Specialist

    4 weeks ago

    Vancouver, Canada Mc Carthy Tetrault Full time

    Job Description At McCarthy Tétrault, we offer challenging and rewarding career opportunities and are delighted to have been selected for the eleventh consecutive year in 2023 as one of and one of . Our culture is built on professional excellence, collaboration, innovation, thought leadership and entrepreneurialism. We embrace inclusion in all its...

  • Systems Specialist Health Rcds

    5 days ago

    Vancouver, Canada Providence Health Care Full time

    REQ: PHC23-139321 - Base Site: Shared Serv Scanning HUB - City: Vancouver - Status: Temporary Full Time - End Date: Mar 10, 2024 or return of incumbent - FTE: 1.00 - Wage: $33.13-41.43 - Job Category: Health Information Management - Post date: Feb 21, 2023 - Hours: 0800-1600 - As per the current Public Health Orders (Long Term Care/Seniors Assisted Living...

  • Sales Specialist

    3 days ago

    Vancouver, Canada Skullcandy Full time

    Position SummaryAs a Sales Specialist, you will play a critical role in implementing Skullcandy's retail program across multiple Amazon global marketplaces. Reporting to the Manager of Sales, you will be involved in various aspects of retail planning/execution including product lifecycle management, procurement and fulfillment management, and...