Bilingual Assistant Manager, Taxes and Mortgage Advances

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Provide day-to-day delivery of critical lending operations processes, including loan administration and servicing activities • Execute payments, transactions, service requests, administrative activities, and stakeholder inquiry fulfillment within service level agreements • Collaborate with internal and external stakeholders to improve processes and workflows and achieve business results • Provide advice and guidance on implementation of solutions • Support strategic initiatives and change management activities • Respond to standard and non-standard inquiries from internal business partners and external customers • Integrate information from multiple sources for efficient processes, enhanced analysis, and streamlined reporting • Monitor and track performance and address issues • Process, review, and verify loan information and documentation • Check and reconcile information and documentation for accuracy and completeness • Identify and resolve discrepancies and escalate issues when necessary • Manage documentation and maintain proper records • Collaborate on development and implementation of new processes, systems, and improvements • Maintain understanding of regulatory requirements and operational risks • Support development of tools and delivery of training • Participate in planning, testing, and implementation of continuous improvement projects • Provide problem-solving support for more junior staff as needed

🎯 Requirements

• Typically 3–5 years of relevant experience • Post-secondary degree in a related field of study or equivalent combination of education and experience • In-depth knowledge and experience using relevant systems and technology • In-depth knowledge of business-unit 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 • Strong attention to detail for compliance, quality control, and follow-up • Experience with internal audits, calibration, and transaction verification using MCF or similar tools • Experience preparing monthly productivity and quality reports • Knowledge of taxes and mortgage advances • Fluency in French and English required to support clients and team members inside and/or outside Quebec

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Inclusive, equitable and accessible workplace • Accommodations available on request during the selection process