Syndicated Deal Servicing Analyst

Corporate And Commercial Lending Loan Servicing And Monitoring

Under the Corporate and Commercial Lending operations, our team provides loan servicing and monitoring support for corporate and commercial lending portfolios. We are the lead agent for syndicated loans and cover every market in a professional and timely manner. Delivers agreed lending / financing services as specified in the credit agreement / approval and ensures all required policies, guidelines, and standards are met. Our team's collective experiences are as diverse as our mandate.

Responsibilities include :

• Addresses more complex escalated customer requests and transactions or escalates with recommendations.
• Provides advice and guidance to assigned business / group on implementation of solutions.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
• Participates in defining the communication plan designed to positively influence or change behavior; develops tailored messaging; and identifies appropriate distribution channels.
• May act as Team Lead and assist manager in activities such as coordination and scheduling of work, workload management, resource forecasting, quality control, training, coaching team members, and problem resolution.
• Processes more complex transactions and activities.
• Researches and resolves discrepancies and issues or escalates to manager, as required.
• Provides input into the planning and implementation of operational programs.
• Provides input to manager in relation to team performance discussions.
• Leads / participates in the design, implementation, and management of core business / group processes.
• Identifies business needs, designs / develops tools and training programs; may include delivery of training to audiences.
• Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
• Collaborates to execute loan servicing and monitoring requests.
• Prepares customer notifications and billings, and processes services and transactions including (but not limited to) loan advances / payments, wire transfers, billing for principal / interest / fees, monitoring collateral positions, financial exceptions, etc.
• Executes and manages documentation to ensure that records are maintained in a proper manner.
• Analyzes data and information to provide insights and recommendations.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Builds effective relationships with internal / external stakeholders.
• Focus is primarily on business / group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.

Qualifications :

Salary : $57,500.00 - $106,500.00

Pay Type : Salaried

The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

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.

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state, and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an email to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.