BMO lending operations specialist administering home-financing transactions, documentation, and service requests for Quebec clients.
Analyzing loan data, resolving discrepancies, and supporting compliant process improvements.
Responsibilities
Deliver day-to-day lending operations processes, including loan administration and servicing activities
Execute payments, transactions, service requests, administrative activities, and stakeholder inquiry fulfillment within service level agreements
Communicate with internal business partners and external customers regarding standard and non-standard inquiries
Monitor and track performance and address issues
Integrate information from multiple sources for efficient processes, enhanced analysis, and streamlined reporting
Gather and format data into regular and ad-hoc reports and dashboards
Support change management, including execution and sustainment activities
Resolve standard issues and refer non-routine issues to senior team members or the manager
Contribute to continuous improvement of business processes and procedures
Participate in planning, testing, and implementation of projects and new or revised products, services, or processes
Check and reconcile information and documentation for accuracy and completeness
Identify and resolve discrepancies and escalate issues when necessary
Perform administrative tasks involving documentation and information
Data enter, review, and verify loan information and documentation
Manage documentation and maintain proper records
Analyze data and information to provide insights and recommendations
Communicate and collaborate with internal and external stakeholders to meet business objectives
Collaborate on development and implementation of new systems, processes, and improvements
Maintain understanding of regulatory requirements and operational risks
Support development of tools and delivery of training focused on business results
Requirements
Typically 3–5 years of relevant experience
Post-secondary degree in a related field or equivalent combination of education and experience
In-depth knowledge and experience using relevant systems and technology
In-depth knowledge of the business unit’s key products, services, processes, and controls
In-depth knowledge of business risk and regulatory requirements
Good prioritization skills
In-depth PC skills, including MS Word, Excel, and PowerPoint
Specialized knowledge from education and/or business experience
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth analytical and problem-solving skills
In-depth influence skills
Fluency in French and English
Ability to support clients and team members inside and/or outside Quebec
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Accommodations available on request during the selection process
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