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Deal Specialist (Hybrid) Jobs
Company | BMO |
Address | Ottawa, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-09-08 |
Posted at | 9 months ago |
#BPTNTechTalk
- Thinks creatively and proposes new solutions.
- Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required.
- Participates in deal closing events to ensure conditions and funding requirements have been met.
- May prepare legal documents.
- Knowledge of standard desktop applications and department systems and applications – Good.
- Investigates and addresses customer services issues according to established parameters, referring or escalating as required.
- Analyzes the credit documentation to the credit approval, structures the loan parameters on the lending system and communicates deal information to deal stakeholders.
- Collaborates in identifying, recommending and implementing workflow improvements to deliver a more efficient operation.
- Resolves discrepancies/ exceptions for mostly routine situations, some may require further analysis, or escalates as required.
- Builds effective relationships with internal/external stakeholders.
- Supports the development of tools and delivery of training focused on delivering business results.
- Focus may be on a business/group.
- Understanding of business unit’s risk and regulatory requirements – Good.
- Organizes work information to ensure accuracy and completeness.
- Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements.
- Broader work or accountabilities may be assigned as needed. Qualifications:
- Knowledge and understanding of business unit’s key products and services, processes and controls – Good.
- Analytical and problem solving skills - In-depth.
- Works mostly independently.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Develops knowledge around a customer’s business, industry, and market in effort to better service their needs.
- Analyzes data and information to provide insights and recommendations.
- Collaboration & team skills - In-depth.
- 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.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Tracks and monitors credit, legal and compliance documentation/collateral and participates in the follow up and escalation process when issues are identified.
- Manages customer documentation to ensure that records are maintained in a proper manner.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- Collaborates with internal and external stakeholders to deliver on business objectives.
- Accurate data entry skills.
- Processes more complex transactions and activities.
- Acts as a subject matter expert and first contact for escalation.
- Verbal & written communication skills - In-depth.
- Provides advice and guidance to assigned business/group on implementation of solutions.
- Influence skills - In-depth.
- Specialized knowledge from education and/or business experience.
- Gathers additional documentation from the customer and/ or internal/external stakeholders to ensure all required information is available to fulfill client requests.
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