Team Lead for File Management

2 weeks ago

Toronto, Ontario, Canada BMO Full time

Key Responsibilities

As a Team Lead for File Management, you will be responsible for providing loan servicing and monitoring support for corporate and commercial lending portfolios in a professional and timely manner.

Deliverables

  • Deliver agreed lending/financing services as specified in the credit agreement/approval
  • Ensure all required policies, guidelines and standards are met

Additional Responsibilities

  • Address more complex escalated customer requests and transactions or escalate with recommendations
  • Provide advice and guidance to assigned business/group on implementation of solutions
  • Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs
  • Build change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives
  • Participate in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
  • May act as Team Lead and assist manager in activities such as coordination and scheduling of work, workload management, resource forecasting, quality control, training, coaching team members and problem resolution
  • Processes more complex transactions and activities
  • Researches and resolves discrepancies and issues or escalates to manager, as required
  • Provides input into the planning and implementation of operational programs
  • Provides input to manager in relation to team performance discussions
  • Leads/participates in the design, implementation and management of core business/group processes
  • Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences
  • Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions
  • Collaborates to execute loan servicing and monitoring requests
  • Prepares customer notifications and billings, and processes services and transactions including (but not limited to) loan advances/payments, wire transfers, billing for principal/interest/fees, monitoring collateral positions, financial exceptions, etc.
  • Executes and manages documentation to ensure that records are maintained in a proper manner
  • Analyzes data and information to provide insights and recommendations
  • Collaborates with internal and external stakeholders to deliver on business objectives
  • Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities
  • Built effective relationships with internal/external stakeholders
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
  • Exercises judgment to identify, diagnose, and solve problems within given rules
  • Works independently on a range of complex tasks, which may include unique situations

Qualifications

  • Typically between 4 - 6 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 products and services, processes and controls – In-depth
  • Knowledge of standard desktop applications (i.e. Excel, etc.) and department systems and applications – In-depth
  • Understanding of business unit's risk and regulatory requirements – In-depth
  • Ability to multi-task in a fast paced environment
  • Technical proficiency gained through 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
  • Data driven decision making - In-depth

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