Specialist, Lending Operations

5 months ago

Montréal, Canada BMO Financial Group Full time

105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6

Must be available to work on statutory holidays

Provides day-to-day delivery of critical lending operations processes including loan administration and servicing activities. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements. Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience. Lending operations includes specialized operations processes and activities for mortgages, consumer lending products, leasing and/or commercial lending products.
- Provides advice and guidance to assigned business/group on implementation of solutions.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Communicates with internal business partners and external customers to respond to standard and non-standard inquiries.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Monitors and tracks performance, and addresses any issues.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- Executes work to deliver timely, accurate, and efficient service.
- Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager.
- Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information.
- May function as a problem-solving resource for more junior staff.
- Provides input and analysis into and participates in the planning, testing and implementation of continuous improvement projects as required.
- Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures.
- Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests.
- Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met.
- Checks and reconciles information and documentation to ensure accuracy and completeness.
- Identifies and resolves discrepancies in accordance with standard procedures. Escalates issues, where necessary, as per guidelines.
- Data enters, reviews and verifies loan information and documentation for processing and/or further handling.
- Manages documentation to ensure that records are maintained in a proper manner.
- Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.
- Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.
- Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to ensure appropriate actions are taken and operational integrity is maintained.
- Supports the development of tools and delivery of training focused on delivering business results.
- 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 experience using relevant systems and technology - In-depth.
- Knowledge and understanding of the business unit’s key products and services, processes and controls - In-depth.
- Knowledge of the risk and regulatory requirements of the business - In-depth.
- Prioritization skills - Good.
- PC skills (MS Word, Excel, PowerPoint) - In-depth.
- Previous mortgage experience. - Good
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- Bilingual (English, French) - An asset.

**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 a

  • Commercial Lending Specialist

    4 weeks ago

    Montréal, QC, 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 specialists and Senior Private Bankers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio...

  • Commercial Lending Specialist

    5 months ago

    Montréal, 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...

  • Lending Specialist Level 1

    5 months ago

    Montréal, 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 specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio...

  • Analyst - Securities Borrowing and Lending

    5 months ago

    Montréal, Canada National Bank of Canada Full time

    A career in Financial Markets Operations at National Bank means putting your expertise to work in the evolution and execution of financial markets and wealth management business strategy. It's a career that allows you to pursue your ambitions with complicity and ownership. Thanks to your involvement in the various processes related to Collateral Management...

  • Service Officer, Lending Services

    5 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 194702 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Service Officer, Lending Services - Montreal, QC - 3 open positions **Purpose of Job** Contributes to the overall success of the Lending Services business unit by ensuring specific individual goals, plans, initiatives and assigned...

  • Service Officer, Lending Services

    5 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 199168 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...

  • Service Officer, Lending Services

    1 month ago

    Montréal, QC, Canada Scotiabank Full time

    Requisition ID: 208906 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...

  • Lending Services Officer

    5 months ago

    Montréal, Canada Scotiabank Full time

    Requisition ID: 188966 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** 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...

  • Marketing Operations Specialist

    5 months ago

    Montréal, Canada Percona Full time

    Are you a Marketing Operations Specialist looking for a high-growth tech company that offers a global, remote-only environment and a great culture? If so, this opportunity may be perfect for you! As a Marketing Operations Specialist you will help improve the return on our marketing investments by leveraging best practices and different technology, metrics,...

  • Private Banking Officer Credit

    5 months ago

    Montréal, 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 specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio...

  • Mortgage Specialist

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    6455 rue Jean Talon Est, #101 Montreal Quebec,H1S 3E8 Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and...

  • Mortgage Specialist

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    4125 boul des Forges, Unit C13 Trois-Rivieres Quebec,G8Y 1W1 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and...

  • Credit Funder, Business Banking

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 Performs ongoing comprehensive client credit analysis for an assigned number of client portfolios to assess the business entity’s overall financial health and credit risk using discretionary authority within prescribed limits. Applies lending expertise to a lending product portfolio or part of the...

  • Credit Analyst, Business Banking

    5 months ago

    Montréal, Canada BMO Financial Group Full time

    105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 Performs ongoing comprehensive client credit analysis for an assigned number of client portfolios to assess the business entity’s overall financial health and credit risk using discretionary authority within prescribed limits. Applies lending expertise to a lending product portfolio or part of the...

  • Operations Manager

    5 months ago

    Montréal, Canada Finsana Full time

    FinSANA is looking for an **Operations Manager **who will support our United States Managing Director in the development of our products and services. This individual will provide expert management and analysis within the Consumer Lending Department, including marketing, loan origination, servicing, and collections. Experience in creating, documenting, and...

  • Operations Manager

    5 months ago

    Montréal, Canada Finsana Full time

    FinSANA is looking for an **Operations Manager **who will support our United States Managing Director in the development of our products and services. This individual will provide expert management and analysis within the Consumer Lending Department, including marketing, loan origination, servicing, and collections. Experience in creating, documenting, and...

  • Mobile Mortgage Specialist Assistant

    5 months ago

    Montréal, Canada TD Bank Full time

    **Mobile Mortgage Specialist Assistant**: - 432924BR **Job Category - Primary** - Sales & Business Development **Work Location** - 800 Rene Levesque Boulevard West **Employment Type** - Casual **City** - Montreal **Time Type** - Part Time **Province/State** - Quebec **Hours** - 0 **Workplace Model** - Remote **Pay Details** **Job Details** - Start...

  • Private Banking Officer Credit

    1 month ago

    Montréal, QC, 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 specialists and Private Bankers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring....

  • Structured Financing Specialist

    5 months ago

    Montréal, Canada Société Générale Full time

    **Responsibilities**: **ABOUT THE JOB**: The Operations Department (GBSU) ensures the operational processing and control of activity across all Global Banking and Investor Solutions business lines (Capital Markets, ex-Newedge & Financing). GBSU implements all necessary means to ensure the operational, administrative, and financial processing of capital...

  • Bilingual Underwriting Support Specialist

    5 months ago

    Montréal, Canada Canada Guaranty Full time

    **BILINGUAL UNDERWRITING SUPPORT SPECIALIST** - **LOCATION**: Remote / Potential hybrid position available in Ontario. - **DEPARTMENT**:Operations - **REPORTS TO**:Director, Portfolio Insurance & Operations - **EMPLOYMENT TYPE **| **AVAILABILITY**:Full-Time/Remote | Immediate Must be available to work Monday to Friday, for the following rotating shifts...