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Company

Original Job Post

BMO U.S. · 2 days ago

Servicing Analyst

City of Industry, CA

Full-time

Onsite

Mid Level

$48K/yr - $90K/yr

3+ years exp

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Banking

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Responsibilities

Acts as a subject matter expert and first contact for escalation.

Assists in processing more complex transactions and customer requests.

Addresses customer services issues according to established parameters, escalating as required.

Provides advice and guidance to assigned business/group on implementation of solutions.

Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.

Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements.

Investigates and addresses specific customer issues.

Organizes work information to ensure accuracy and completeness.

Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required.

Supports the development of tools and delivery of training focused on delivering business results.

Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.

Collaborates to execute loan servicing and monitoring requests.

Prepares customer notifications and billings, and processes services and transactions including (but not limited to) loan advances/payments, wire transfers, billing for principal/interest/fees, monitoring collateral positions, financial exceptions, etc.

Executes and manages documentation to ensure that records are maintained in a proper manner.

Analyzes data and information to provide insights and recommendations.

Collaborates with internal and external stakeholders to deliver on business objectives.

Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.

Builds effective relationships with internal/external stakeholders.

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.

Qualification

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Risk managementRegulatory complianceProblem-solvingCollaborationAnalyticalInfluence

Required

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 understanding of business unit’s products and services, processes and controls – Good

Knowledge of standard desktop applications and department systems and applications – Good.

Understanding of business unit’s risk and regulatory requirements – Good.

Ability to multi-task in a fast-paced environment

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.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Company

BMO U.S.

Glassdoor

3.6

At BMO, banking is our personal commitment to helping people at every stage of their financial lives.

Founded in 1882

Chicago, Illinois, USA

5,001-10,000 employees

http://www.bmoharris.com/us

H1B Sponsorship

BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Trends of Total Sponsorships

2023 (42)

2022 (28)

2021 (14)

2020 (20)