Senior Deal Specialist

1 month ago

Toronto, Ontario, Canada BMO Full time
Job Title: Senior Deal Specialist

BMO is seeking a highly skilled Senior Deal Specialist to join our Commercial Lending team. As a key member of our team, you will be responsible for providing loan closing and portfolio monitoring support in a professional and timely manner.

Key Responsibilities:
  • Facilitate the loan closing process, commitment management, and the booking and accounting of the loan portfolio.
  • Deliver exceptional customer service by providing responsive, accurate, consistent, and knowledgeable services and support.
  • 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.
  • Conduct independent analysis and assessment to resolve strategic issues.
  • Build effective relationships with internal/external stakeholders.
  • Ensure alignment between stakeholders.
  • Break down strategic problems, and analyze data and information to provide insights and recommendations.
  • Support change management of varying scope and type; tasks typically focused on execution and sustainment activities.
  • Participate in defining the communication plan designed to positively influence or change behavior; develop tailored messaging; and identify 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.
  • Provide input into the planning and implementation of operational programs.
  • Process more complex transactions and activities.
  • Research and resolve discrepancies and issues or escalate to manager, as required.
  • Complete administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required.
  • Execute routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
  • Identify business needs, design/develop tools and training programs; may include delivery of training to audiences.
  • Act as the day-to-day contact for vendors; support the implementation, maintenance, and sustainment of vendor solutions.
  • Participate in deal closing events to ensure conditions and funding requirements have been met.
  • Analyze the credit documentation to the credit approval, structure the loan parameters on the lending system, and communicate deal information to deal stakeholders.
  • Track and monitor credit, legal, and compliance documentation/collateral and participate in the follow-up and escalation process when issues are identified.
  • Gather additional documentation from the customer and/or internal/external stakeholders to ensure all required information is available to fulfill client requests.
  • Manage customer documentation to ensure that records are maintained in a proper manner.
  • Investigate and address customer service issues according to established parameters, referring or escalating as required.
  • Collaborate with internal and external stakeholders to deliver on business objectives.
  • Analyze data and information to provide insights and recommendations.
  • Develop knowledge around a customer's business, industry, and market in an effort to better service their needs.
  • May prepare legal documents.
  • Collaborate in identifying, recommending, and implementing workflow improvements to deliver a more efficient operation.
  • 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.
  • Broad work or accountabilities may be assigned as needed.
Qualifications:
  • Typically between 4-6 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Knowledge and understanding of business unit's key products and services, processes, and controls – In-depth.
  • Knowledge of standard desktop applications (i.e. Excel, etc.) and department systems and applications (i.e. LoanIQ, etc.) – In-depth.
  • Understanding of business unit's risk and regulatory requirements – In-depth.
  • Accurate data entry skills.
  • 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.

Salary: $54,500.00 - $101,500.00

Pay Type: Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

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. To view more details of our benefits, please visit:

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 and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more, visit us at.

BMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written, and fully executed agency agreement contract for service to submit resumes.

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