Lender Onboarding Specialist

Final date to receive applications: 07/02/2026

Job Family Group:
Customer Shared Services

Provides support and delivers operational processes to ensure timely and accurate processing of securities and trade transactions are booked correctly in systems for clean downstream settlement. Provides guidance and execution in the support and booking of new strategies, and daily capture of transactional information to support downstream analytics and financial accounting processes. Supports the maintenance of appropriate governance and controls over the trade capture process.

Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Communicates with internal business partners and external customers to respond to standard and non‑standard inquiries. Monitors and tracks performance, and addresses any issues. Breaks down strategic problems, and analyses data and information to provide insights and recommendation.

Gathers and formats data into regular and ad‑hoc reports, and dashboards. Resolves standard and relatively straightforward issues, referring non‑routine issues to more senior team members and/or manager. May function as a problem‑solving resource for more junior staff. Provides input and analysis into the continuous improvement of business processes and procedures and participates in the planning, testing and implementation of projects and new/revised products/services or processes as required.

Follows documented policies and procedures to execute day‑to‑day transactions, activities, processes and ensures all Service Level Agreements (SLAs) are met. Checks and reconciles information and documentation to ensure accuracy and completeness. Analyzes data and information to provide insights and recommendations. Identifies and analyzes issues and problems, and resolves discrepancies in a timely manner. Deals with clients directly to resolve trade issues and/or escalates as required.

Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives. Develops and maintains effective relationships with internal & external stakeholders to execute work and fulfill service delivery expectations. Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes. Understands the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained.

Supports the development of tools and delivery of training focused on delivering business results. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed.

• Typically between 3 - 5 years of relevant experience and post‑secondary degree in related field of study or an equivalent combination of education and experience.
• Knowledge and experience using relevant systems and technology – In‑depth.
• Knowledge and understanding of the business unit’s key products and services, processes and controls – In‑depth.
• Knowledge of the risk and regulatory requirements of the business – In‑depth.
• Prioritization skills – Good.
• Customer service skills – In‑depth.
• PC skills (MS Word, Excel, PowerPoint) – In‑depth.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills – In‑depth.
• Collaboration & team skills – In‑depth.
• Analytical and problem solving skills – In‑depth.
• Influence skills – In‑depth.

Salary: $45,000.00 - $83,000.00 (Salaried)

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:

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 e‑mail to  and let us know the nature of your request and your contact information.