Service Specialist I – Home Financing

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

📋 Description

• Oversee daily lending operations processes, encompassing loan administration and servicing tasks.

• Facilitate payments, transactions, service requests, administrative duties, and fulfill stakeholder inquiries in accordance with service level agreements.

• Provide support for mortgages, consumer lending, leasing, and/or commercial lending operations.

• Advise the assigned business/group on the implementation of solutions.

• Assist with strategic initiatives involving both internal and external stakeholders.

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

• Monitor performance metrics and address any issues that arise.

• Combine information from various sources to improve processes, enhance analysis, and streamline reporting.

• Collect and format data for regular and ad-hoc reporting and dashboard creation.

• Aid in the execution and sustainment of change management activities.

• Resolve standard issues while escalating more complex, non-routine issues.

• Contribute to the ongoing enhancement of business processes and procedures.

• Plan, test, and execute projects along with new or modified products, services, and processes.

• Accurately process service requests, transactions, and activities in a timely manner.

• Verify and reconcile information and documentation, identifying and rectifying discrepancies.

• Carry out administrative documentation tasks while maintaining accurate records.

• Enter, review, and confirm loan information and documentation.

• Analyze data and information to provide valuable insights and recommendations.

• Communicate and collaborate effectively with both internal and external stakeholders.

• Work collaboratively on the development and improvement of new processes and systems.

• Stay informed about regulatory requirements and operational risks.

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

• Implement BMO's Risk Management Framework and make informed risk decisions.

⛳️ Requirements

• Typically possess 3–5 years of relevant experience.

• Hold 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.

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

• Strong knowledge of business risk and regulatory requirements.

• Excellent prioritization skills.

• Proficient in PC skills, including MS Word, Excel, and PowerPoint.

• Specialized knowledge obtained through education and/or professional experience.

• Strong verbal and written communication skills.

• Effective collaboration and teamwork abilities.

• Strong analytical and problem-solving skills.

• Proficient influence skills.

• Bilingual fluency in French and English to assist clients and team members in Quebec and beyond.

🏝️ Benefits

• Health insurance coverage.

• Tuition reimbursement programs.

• Accident and life insurance options.

• Retirement savings plans.

• Comprehensive training and coaching.

• Support from management.

• Opportunities for network building.

• Access to tools and resources to achieve new milestones.

• An inclusive, equitable, and accessible workplace.

• Accommodations available upon request during the selection process.