Service Specialist I – Home Financing
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Job Description
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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