Senior Deal Specialist

BMO

Milwaukee, WI, US
Base: $51,800.00 - $95,900.00; bonus/equity: not s...
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Loan closing process
Portfolio monitoring support
Customer service
** BMO is seeking a Senior Deal Specialist for its Commercial Lending team in Milwaukee, WI. The role involves managing loan closing processes, providing exceptional customer service, and ensuring compliance with policies and standards. **

Job Summary

  • Provides loan closing and portfolio monitoring support in a professional and timely manner, facilitating the loan closing process, commitment management and the booking and accounting of the loan portfolio.
  • Addresses more complex escalated customer requests and transactions, provides advice and guidance, and develops solutions based on business strategy and stakeholder needs.
  • Analyzes the credit documentation to the credit approval, structures the loan parameters on the lending system, and communicates deal information to deal stakeholders.

Matching Summary

Match Score: 75

** BMO is seeking a Senior Deal Specialist for its Commercial Lending team in Milwaukee, WI. The role involves managing loan closing processes, providing exceptional customer service, and ensuring compliance with policies and standards. **

Salary

Base: $51,800.00 - $95,900.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Loan closing process
  • Portfolio monitoring support
  • Customer service
  • Loan IQ system experience
  • Credit documentation analysis

Nice-to-have

  • Develops solutions and makes recommendations
  • Builds effective relationships
  • Supports change management
  • Identifies business needs

Key Requirements

  • 4-6 years of relevant experience
  • Post-secondary degree or equivalent
  • In-depth knowledge of business unit products, services, processes, and controls
  • In-depth knowledge of standard desktop applications and department systems
  • In-depth understanding of business unit's risk and regulatory requirements
  • Accurate data entry skills
  • Technical proficiency
  • In-depth verbal & written communication skills
  • In-depth collaboration & team skills
  • In-depth analytical and problem solving skills
  • In-depth influence skills
  • In-depth data driven decision making

Work Rights

Not specified

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