Senior Lending Specialist

3 weeks ago

Montreal, Quebec, Canada Bank of Montreal Full time
Job Summary

We are seeking a highly skilled and experienced Senior Lending Specialist to join our team at the Bank of Montreal. As a key member of our Private Banking team, you will be responsible for providing exceptional customer service and portfolio management to our clients.

Key Responsibilities:

  • Assist in preparing for client meetings and account opening documentation.
  • Identify and recommend workflow process alternatives to improve efficiency and service levels.
  • Perform client sales and service support activities as required to meet client needs and maintain overall service standards.
  • Provide after-sales support and handle exceptions tactfully, accurately, and efficiently in accordance with Bank policy.
  • Take ownership of client inquiries, concerns, and complaints, ensuring timely resolution and referring as appropriate.
  • Maintain detailed knowledge and understanding of integrated private banking services and offerings and lending procedures.
  • Analyze data and information to provide insights and recommendations.
  • Execute set-up, maintenance, and advancement of lending products and related account administration as per guidelines.
  • Verify and process loan drawdowns, ensuring they are within the terms of the credit authorization and completion of required security documentation.
  • Review and action overdrafts and other monitoring reports in a timely manner.
  • Set up and complete margin/covenant tests within established timeframes.
  • Maintain control of security collateral, including preparation and registration.
  • Identify, diary, and monitor accounts for security renewals, registrations, and other expiry dates to meet compliance requirements.
  • Monitor and control the integrity of lending documentation.
  • Collect fees applicable to credit terms and conditions or account agreement.
  • Provide timely, accurate service and support to bankers and specialists by completing a wide variety of credit, non-credit, and related activities.
  • Identify, record, and advise banker/relationship manager of any credit and/or risk management issues.
  • May focus on either after-sales service, compliance (risk management), and fulfillment services, or both.
  • Mitigate identified risks and make credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures.
  • Identify and escalate irregularities and discrepancies to management as per guidelines.
  • Participate in assigned audits and compliance reviews.
  • Follow security and safeguarding procedures and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering, or defalcation in accordance with Bank policy.
  • Protect the Bank's assets by adhering to all banking, investment, and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines.

Qualifications:

  • Typically between 3-5 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Working knowledge of personal (primarily) and commercial credit and non-credit products and services.
  • Working knowledge of lending processes and supporting policies.
  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.

You're fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, 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: It calls on us to create lasting, positive change for our customers, our communities, and our people.

About Us

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.

  • Commercial Lending Specialist

    3 weeks ago

    Montreal, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Commercial Lending Specialist to join our team at BMO. As a key member of our Wealth Sales & Service group, you will be responsible for providing exceptional customer service and portfolio management in lending services to existing and potential clients.Key ResponsibilitiesProvide technical expertise for proactive...

  • Commercial Lending Specialist

    3 weeks ago

    Montreal, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Commercial Lending Specialist to join our team at BMO. As a key member of our Wealth Sales & Service group, you will be responsible for providing exceptional customer service and portfolio management in lending services for existing and potential clients.Key ResponsibilitiesProvide technical expertise for proactive...

  • Commercial Lending Specialist

    3 weeks ago

    Montreal, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Commercial Lending Specialist to join our team at BMO. As a key member of our Wealth Sales & Service group, you will be responsible for providing exceptional customer service and portfolio management in lending services to existing and potential clients.Key ResponsibilitiesProvide technical expertise for proactive...

  • Commercial Lending Specialist

    3 weeks ago

    Montreal, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Commercial Lending Specialist to join our team at BMO. As a key member of our Wealth Sales & Service group, you will be responsible for providing exceptional customer service and portfolio management in lending services for existing and potential clients.Key ResponsibilitiesProvide technical expertise for proactive...

  • Administrative Lending Operations Specialist

    15 hours ago

    Montreal, Quebec, Canada BMO Full time

    As an Administrative Lending Operations Specialist at BMO, you will play a critical role in supporting the execution of critical lending operations processes.Key Responsibilities:Support the delivery of day-to-day lending operations processes.Manage loan administration and servicing activities.Provide accurate and timely processing of service requests and...

  • Senior Lending Operations Specialist

    1 week ago

    Montreal, Quebec, Canada BMO Financial Group Full time

    **Job Family Group:** Customer Shared Services**Job Summary:**We are seeking a skilled Lending Operations Delivery Professional to support the execution of critical lending operations processes, including loan administration and servicing activities. This role will provide day-to-day delivery of these processes, ensuring timely and accurate execution of...

  • Senior Director of Lending Solutions

    2 weeks ago

    Montreal, Quebec, Canada BDC Full time

    Unlock Your Potential at BDCWe are seeking a highly skilled Senior Director to join our team at BDC. As a Senior Director, you will be responsible for conducting thorough investigations and due diligence activities for partners' indirect lending proposals. You will also present high-quality proposals, including all necessary analysis and documentation, while...

  • Senior Lending Operations Specialist

    4 days ago

    Montreal, Quebec, Canada BMO Full time

    About the RoleThis position plays a critical role in supporting the lending operations team at BMO. The ideal candidate will have excellent communication and problem-solving skills, with a strong ability to work independently and collaboratively as part of a team.Key ResponsibilitiesSupport the execution of lending operations processes, including loan...

  • Senior Service Representative, Lending Operations Specialist

    3 weeks ago

    Montreal, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Service Representative to join our Lending Operations team. As a key member of our team, you will be responsible for delivering critical lending operations processes, including loan administration and servicing activities.Key ResponsibilitiesProvide day-to-day delivery of lending operations...

  • Senior Leverage Finance Specialist

    3 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Senior Leverage Finance Specialist, you will play a key role in the realization of Corporate Client Group (CCG) objectives through the structuring, delivery, and management of senior secured leveraged lending transactions. You will work with a growing national team of credit underwriters to deliver quality credit solutions to Private...

  • Senior Service Representative, Lending Operations Specialist

    4 weeks ago

    Montreal, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Service Representative to join our Lending Operations team. As a key member of our team, you will be responsible for delivering critical lending operations processes, including loan administration and servicing activities. You will work closely with stakeholders to promote efficient and...

  • Senior Service Representative, Lending Operations Specialist

    4 weeks ago

    Montreal, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Service Representative to join our Lending Operations team. As a key member of our team, you will be responsible for delivering critical lending operations processes, including loan administration and servicing activities. You will work closely with stakeholders to promote efficient and...

  • Senior Full-Stack Developer for Lending Platform

    2 weeks ago

    Montreal, Quebec, Canada CG Consulting Group Full time

    Job Summary:We are seeking a highly skilled Senior Full-Stack Developer to join our team at CG Consulting Group. The ideal candidate will have a strong technical background and experience in developing high-performance systems for financial services.Key Responsibilities:Design and develop a scalable system to support business needs.Develop and maintain...

  • Service Officer, Lending Services Specialist

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Role OverviewAs a Service Officer, Lending Services, you will contribute 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 strategies and objectives.Key ResponsibilitiesChampion a client-driven culture to deepen...

  • Service Officer, Lending Services Specialist

    2 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Role OverviewAs a Service Officer, Lending Services, you will contribute 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 strategies and objectives.Key ResponsibilitiesChampion a client-driven culture to deepen...

  • Senior Content Specialist

    2 weeks ago

    Montreal, Quebec, Canada Decathlon Full time

    About the RoleWe are seeking a highly skilled Senior Content Specialist to join our team at Decathlon Canada. As a Senior Content Specialist, you will be responsible for developing and implementing a content strategy that aligns with our brand values and goals.Key ResponsibilitiesDevelop and update Decathlon Canada's style guide and voice guidelines in both...

  • Customer Service Representative, Credit and Lending

    2 weeks ago

    Montreal, Quebec, Canada Fairstone Bank Full time

    At Fairstone Bank, we're looking for a skilled Customer Service Representative to join our team. As a Senior Representative, Credit and Customer, you will be responsible for providing exceptional service to our clients, resolving complex issues, and promoting our products and services.Key Responsibilities:Provide prompt, courteous, and efficient service to...

  • Senior Director of Credit Adjudication

    4 weeks ago

    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Job Title: Senior DirectorAs a Senior Director at Banque Nationale du Canada, you will play a key role in the growth and development of our credit portfolios. Your expertise will be leveraged to analyze and authorize credit requests, while ensuring alignment with our risk appetite.Key Responsibilities:Lead a team of credit adjudication specialists in the...

  • Senior Director of Credit Adjudication

    4 weeks ago

    Montreal, Quebec, Canada Banque Nationale du Canada Full time

    Job Title: Senior DirectorAs a Senior Director at Banque Nationale du Canada, you will play a key role in the growth and development of our credit portfolios. Your expertise will be leveraged to analyze and authorize credit requests, while ensuring alignment with our risk appetite.Key Responsibilities:Lead a team of credit adjudication specialists in the...

  • Senior Relationship Management Associate

    1 month ago

    Montreal, Quebec, Canada Farm Credit Canada Full time

    {"title": "Senior Relationship Management Associate", "description": "Job SummaryFarm Credit Canada is seeking a skilled Senior Relationship Management Associate to join our team. As a key member of our commercial lending team, you will be responsible for building and maintaining relationships with key and high-potential customers and prospects.Key...