Remotery

Bilingual Assistant Manager, Taxes and Mortgage Advances

atBMO U.S.RemoteCA flagCanadaFull-timeBilingualMid-levelSeniorC$45.5k – C$84.5k/year

Posted Aug 4

This is a fully remote position, open to applicants in Canada.

📋 Description

• Deliver critical lending operations processes on a daily basis, encompassing loan administration and servicing activities.

• Carry out payments, transactions, service requests, administrative tasks, and fulfill stakeholder inquiries in accordance with service level agreements.

• Work collaboratively with both internal and external stakeholders to enhance processes and workflows, ultimately achieving business objectives.

• Offer advice and guidance regarding the implementation of solutions.

• Assist in strategic initiatives and manage change activities.

• Address both standard and non-standard inquiries from internal business partners and external customers.

• Consolidate information from various sources to facilitate efficient processes, enhanced analyses, and streamlined reporting.

• Monitor and evaluate performance while addressing any arising issues.

• Process, review, and validate loan information and associated documentation.

• Ensure the accuracy and completeness of information and documentation through checks and reconciliation.

• Detect and resolve discrepancies, escalating issues as necessary.

• Manage documentation effectively and maintain thorough records.

• Collaborate on the development and implementation of new processes, systems, and improvements.

• Maintain a thorough understanding of regulatory requirements and operational risks.

• Assist in the development of tools and facilitate training delivery.

• Engage in planning, testing, and executing continuous improvement projects.

• Provide problem-solving support for junior staff when required.


⛳️ Requirements

• Generally, 3–5 years of relevant experience.

• A post-secondary degree in a related field or an equivalent combination of education and experience.

• Extensive knowledge and experience with relevant systems and technology.

• Profound understanding of business-unit products, services, processes, and controls.

• Solid grasp of business risks and regulatory requirements.

• Effective prioritization skills.

• Advanced PC skills, particularly in MS Word, Excel, and PowerPoint.

• Specialized knowledge gained from education and/or professional experience.

• Strong verbal and written communication skills.

• Excellent collaboration and teamwork abilities.

• Superior analytical and problem-solving skills.

• Effective influencing capabilities.

• Keen attention to detail for compliance, quality control, and follow-up purposes.

• Experience with internal audits, calibration, and transaction verification using MCF or similar tools.

• Familiarity with preparing monthly productivity and quality reports.

• Knowledge of taxes and mortgage advances.

• Fluency in both French and English is required to assist clients and team members within and outside of Quebec.


🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Comprehensive training and coaching.

• Support from management.

• Opportunities for networking.

• An inclusive, equitable, and accessible workplace.

• Accommodations available upon request during the selection process.

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