Loan Servicing and Portfolio Manager

2 weeks ago

Toronto, Ontario, Canada Bank of Montreal Full time
Job Description:

We are seeking a skilled Loan Servicing and Portfolio Manager to join our team at the Bank of Montreal. In this role, you will be responsible for providing loan servicing and monitoring support for corporate and commercial lending portfolios.

About the Role:
  • You will deliver agreed lending/financing services as specified in the credit agreement/approval and ensure all required policies, guidelines, and standards are met.
  • You will provide advice and guidance to assigned business/group on implementation of solutions.
  • You will 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.
  • You will participate in defining the communication plan designed to positively influence or change behaviour; and identifies appropriate distribution channels.
  • You 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.
  • You will research and resolve discrepancies and issues or escalate to manager, as required.
  • You will provide input into the planning and implementation of operational programs.
  • You will provide input to manager in relation to team performance discussions.
  • You will lead/participate in the design, implementation, and management of core business/group processes.
  • You will identify business needs, designs/develops tools and training programs; may include delivery of training to audiences.
  • You will collaborate to execute loan servicing and monitoring requests.
  • You will prepare customer notifications and billings, and process services and transactions including (but not limited to) loan advances/payments, wire transfers, billing for principal/interest/fees, monitoring collateral positions, financial exceptions, etc.
  • You will execute and manage documentation to ensure that records are maintained in a proper manner.
  • You will analyze data and information to provide insights and recommendations.
Requirements:
  • 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.
  • Understanding of business unit's risk and regulatory requirements – In-depth.
  • Technical proficiency gained through education and/or business experience.
What We Offer:
  • A competitive salary range of $120,000 - $180,000 per year, depending on experience.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • The opportunity to work with a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.
  • A dynamic and supportive team environment that fosters growth and development.
About Us:

The Bank of Montreal is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we're focused on building, investing, and transforming how we work to drive performance and continue growing the good.

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