Transaction Support Specialist

Bank of Montreal · Dallas-Fort Worth, TX

Company

Bank of Montreal

Location

Dallas-Fort Worth, TX

Type

Full Time

Job Description

Application Deadline:

10/08/2023

Address:

300 E John Carpenter Freeway

Job Family Group:

Customer Shared Services

Provides day-to-day delivery of critical lending operations processes including loan administration and servicing activities. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements. Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience. Lending operations includes specialized operations processes and activities for mortgages, consumer lending products, leasing and/or commercial lending products.

  • May function as a problem-solving resource for team members.
  • Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures.
  • Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests.
  • Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met.
  • Checks and reconciles information and documentation to ensure accuracy and completeness.
  • Identifies and resolves discrepancies in accordance with standard procedures.
  • Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information.
  • Data enters, reviews and verifies loan information and documentation for processing and/or further handling.
  • Manages documentation to ensure that records are maintained in a proper manner.
  • Analyzes data and information to provide insights and recommendations.
  • Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Develops and maintains effective relationships with internal & external stakeholders.
  • Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broader work or accountabilities may be assigned as needed.

    Qualifications:
  • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Knowledge and experience using relevant systems and technology - Good.
  • Knowledge and understanding of the business unit's key products and services, processes and controls - Good.
  • Knowledge of the risk and regulatory requirements of the business - Good.
  • Prioritization skills - Good.
  • PC skills (MS Word, Excel, PowerPoint) - Good.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.

Compensation and Benefits:

$31,700.00 - $45,250.00

The base salary represents BMO Financial Group's hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group's total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: www.bmousbenefits.com.

We're here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Date Posted

10/25/2023

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