Deal Specialist Role at BMO
Bank of Montreal • burnaby, Canada
Role Description
Join BMO's Commercial Lending Operations team as a Deal Specialist, delivering expert loan closing and portfolio support. A hybrid role focused on exceptional service and operational efficiency.
As a Deal Specialist, you will facilitate timely loan closings and manage crucial portfolio monitoring tasks. Your role includes providing knowledge and guidance on complex loan structures while building relationships with internal and external stakeholders. Address discrepancies efficiently and support change management initiatives to enhance operational capabilities.
Key Responsibilities: • Support loan closing and portfolio monitoring processes • Analyze and track compliance and legal documentation • Resolve discrepancies and provide customer support • Develop business tools and deliver training initiatives • Collaborate with stakeholders to improve services
Requirements: • 3-5 years of relevant customer service experience • Good understanding of risk and regulator...
As a Deal Specialist, you will facilitate timely loan closings and manage crucial portfolio monitoring tasks. Your role includes providing knowledge and guidance on complex loan structures while building relationships with internal and external stakeholders. Address discrepancies efficiently and support change management initiatives to enhance operational capabilities.
Key Responsibilities: • Support loan closing and portfolio monitoring processes • Analyze and track compliance and legal documentation • Resolve discrepancies and provide customer support • Develop business tools and deliver training initiatives • Collaborate with stakeholders to improve services
Requirements: • 3-5 years of relevant customer service experience • Good understanding of risk and regulator...