Financial Services Professional

2 weeks ago

Montreal, Quebec, Canada BMO Full time

BMO Financial Group is a leading financial institution driven by a shared Purpose: Boldly Grow the Good in business and life. As a member of our team, you will play a vital role in creating lasting, positive change for our customers, communities, and people.

We are seeking a highly skilled Lending Operations Specialist to join our team. In this critical role, you will provide day-to-day delivery of lending operations processes, including loan administration, servicing activities, payments, transactions, service requests, and administrative tasks.

Your responsibilities will include:

  • Gathering and formatting data into regular and ad-hoc reports and dashboards;
  • Supporting change management initiatives, executing and sustaining activities as required;
  • Organizing work information to ensure accuracy and completeness;
  • Executing routine tasks within relevant service level agreements;
  • Performing administrative tasks, such as distributing, collecting, and filing documentation and information;
  • Providing accurate and timely processing of service requests, transactions, activities, etc., within relevant service level agreements and in accordance with established policies, processes, and procedures;
  • Responding to stakeholder questions and requests accurately and consistently;
  • Following documented policies and procedures to execute daily transactions, activities, processes, and ensuring all Service Level Agreements (SLAs) are met;
  • Checking and reconciling information and documentation to ensure accuracy and completeness;
  • Identifying and resolving discrepancies in accordance with standard procedures, escalating issues when necessary;
  • Data entering, reviewing, and verifying loan information and documentation for processing and/or further handling;
  • Managing documentation to ensure that records are maintained properly;
  • Communicating and collaborating with internal and external stakeholders to deliver on business objectives;
  • Collaborating in the development/implementation of new processes/systems and changes/improvements to existing systems and processes;
  • Developing and maintaining an understanding of regulatory requirements and risks inherent in the operations to ensure appropriate actions are taken and operational integrity is maintained;
  • Supporting the development of tools and delivery of training focused on delivering business results;
  • Completing complex and diverse tasks within given rules/limits, including handling escalations from other employees;
  • Analyzing issues and determining next steps;

The ideal candidate will have:

  • Typically between 2-3 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience;
  • Knowledge and experience using relevant systems and technology;
  • Knowledge and understanding of the business unit's key products and services, processes, and controls;
  • Knowledge of the risk and regulatory requirements of the business;
  • Prioritization skills;
  • PC skills (MS Word, Excel, PowerPoint);
  • Specialized knowledge;
  • Verbal and written communication skills;
  • Organization skills;
  • Collaboration and team skills;
  • Analytical and problem-solving skills;

This is a salaried position with an estimated salary range of $47,500 - $82,000 annually, depending on location, skills, experience, education, and qualifications for the role. BMO offers a comprehensive total compensation package, including performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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