Service Specialist I – Home Financing

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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

• 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