BMO · 18 hours ago
Transaction Support Specialist
Irving, TX, USA
Full-time
Onsite
Entry, Mid Level
$42K/yr - $69K/yr
2+ years expBMO is a financial services company committed to creating lasting, positive change for customers and communities. The Transaction Support Specialist will be responsible for delivering critical lending operations processes, including loan administration and servicing activities, while collaborating with stakeholders to ensure efficient workflows and excellent customer service.
FinanceBankingCrowdfundingFinancial Services
Responsibilities
Provides day-to-day delivery of critical lending operations processes including loan administration and servicing activities
Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements
Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience
May function as a problem-solving resource for team members
Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures
Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests
Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met
Checks and reconciles information and documentation to ensure accuracy and completeness
Identifies and resolves discrepancies in accordance with standard procedures
Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information
Data enters, reviews and verifies loan information and documentation for processing and/or further handling
Manages documentation to ensure that records are maintained in a proper manner
Analyzes data and information to provide insights and recommendations
Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives
Develops and maintains effective relationships with internal & external stakeholders
Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees
Analyzes issues and determines next steps
Broader work or accountabilities may be assigned as needed
Qualification
Required
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience
Knowledge and experience using relevant systems and technology – Good
Knowledge and understanding of the business unit's key products and services, processes and controls – Good
Knowledge of the risk and regulatory requirements of the business – Good
Prioritization skills – Good
PC skills (MS Word, Excel, PowerPoint) – Good
Specialized knowledge
Verbal & written communication skills - Good
Organization skills - Good
Collaboration & team skills - Good
Analytical and problem solving skills - Good
Preferred
Experience in Auto Finance loan origination and/or funding
Background in Mortgage or Consumer lending, Commercial lending loan processing is a plus
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO 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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.99M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
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