Job Description & How to Apply Below
In the Deal Specialist position, you will assist with loan closures, commitment management, and portfolio monitoring while ensuring compliance with company policies. Use your expertise to support both customers and stakeholders effectively. Develop improved operational workflows and tackle customer service issues with a focus on lasting solutions.
Key Responsibilities:
• Execute loan closings and monitor necessary documentation
• Provide expert guidance on loan structures and compliance
• Address customer inquiries and resolve discrepancies
• Participate in training and tool development initiatives
• Collaborate for improved business objectives and processes
Requirements:
• 3-5 years of experience in customer-oriented roles
• Thorough understanding of lending processes and regulatory needs
• Proficient in desktop applications
• Excellent analytical skills and problem-solving capacity
• Strong communication skills for effective collaboration
Contribute to BMO's success as a Deal Specialist, where your skills in customer service and loan management can shine.
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