Servicing Analyst - Toronto, Canada - BMO Financial Group

BMO Financial Group

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

100 King Street West Toronto Ontario,M5X 1A1

Provides loan servicing and monitoring support for corporate and commercial lending portfolios in a professional and timely manner.

Delivers agreed lending/financing services as specified in the credit agreement/approval and ensures all required policies, guidelines and standards are met.

Assists in processing more complex transactions and customer requests.
Addresses customer services issues according to established parameters, escalating as required.
Refers more complex and specific requests, questions or issues as required.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements.
Investigates and addresses specific customer issues.
Organizes work information to ensure accuracy and completeness.
Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required.
Supports the development of tools and delivery of training focused on delivering business results.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Collaborates to execute loan servicing and monitoring requests.
Prepares customer notifications and billings, and processes services and transactions including (but not limited to) loan advances/payments, wire transfers, billing for principal/interest/fees, monitoring collateral positions, financial exceptions, etc.
Executes and manages documentation to ensure that records are maintained in a proper manner.
Analyzes data and information to provide insights and recommendations.
Collaborates with internal and external stakeholders to deliver on business objectives.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Builds effective relationships with internal/external stakeholders.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed

Qualifications:

Typically between 3 years of relevant experience and postsecondary degree in related field of study desirable or an equivalent combination of education and experience.
Knowledge and understanding of business unit's products and services, processes and controls
Good

Prioritization skills

Good

Ability to multitask in a fast paced environment.
Understanding of business unit's risk and regulatory requirements
Good

Specialized knowledge.
Verbal & written communication skills
Good

Organization skills
Good

Collaboration & team skills
Good

Analytical and problem solving skills
Good

.

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.