BMO Financial Group Deal Specialist - Documentation & Processing in Irving, Texas
300 E John Carpenter Freeway
Job Family Group:
Customer Shared Services
Provides day-to-day delivery of critical lending operations processes including loan administration and servicing activities. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements. Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience. Lending operations includes specialized operations processes and activities for mortgages, consumer lending products, leasing and/or commercial lending products.
Provides advice and guidance to assigned business/group on implementation of solutions.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Communicates with internal business partners and external customers to respond to standard and non-standard inquiries.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Breaks down strategic problems, and analyses data and information to provide insights and recommendation.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Executes work to deliver timely, accurate, and efficient service
Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager.
May function as a problem-solving resource for more junior staff.
Provides input and analysis into the continuous improvement of business processes and procedures within the scope of the work team, and participate in the planning, testing and implementation of projects and new/ revised products/services or processes as required.
Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures.
Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests.
Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met.
Checks and reconciles information and documentation to ensure accuracy and completeness.
Identifies and resolves discrepancies in accordance with standard procedures.
Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information.
Data enters, reviews and verifies loan information and documentation for processing and/or further handling.
Manages documentation to ensure that records are maintained in a proper manner.
Analyzes data and information to provide insights and recommendations.
Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.
Develops and maintains effective relationships with internal & external stakeholders.
Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.
Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained.
Supports the development of tools and delivery of training focused on delivering business results.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Documentation and processing experience required
Knowledge and experience using relevant systems and technology – In-depth.
Knowledge and understanding of the business unit’s key products and services, processes and controls – In-depth.
Knowledge of the risk and regulatory requirements of the business – In-depth.
Prioritization skills – Good.
PC skills (MS Word, Excel, PowerPoint) – In-depth.
Specialized knowledge from 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.
We’re here to help
At BMO Harris Bank 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 Harris Bank 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 https://jobs.bmoharris.com.
BMO Harris Bank 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. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.