Hybrid Deal Specialist

Position: Hybrid Deal Specialist at BMO Financial Group
Advance your career with BMO as a Deal Specialist in this hybrid position, supporting the Commercial Lending Operations team. Emphasizing loan management and outstanding customer service, this role is ideal for detail-oriented professionals.

BMO is on the lookout for a Deal Specialist to drive results in loan closures and portfolio management. You will utilize your expertise to facilitate transactions, analyze credit documentation, and maintain stakeholder relationships. This role requires a proactive approach to problem-solving and compliance monitoring.

Key Responsibilities:

• Guide loan closing and credit document monitoring

• Analyze lending requirements and ensure compliance

• Resolve discrepancies and maintain documentation

• Provide informed support for service requests

• Collaborate with clients and teams for operational success

Requirements:

• 3-5 years’ relevant experience in financial services

• Strong grasp of products and operational processes

• Proficient in standard office software

• Excellent written and verbal communication

• Effective collaboration and analytical skills

Utilize your skills in transaction management and customer relations to thrive as a Deal Specialist at BMO Financial Group.
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