Banking Operations Analyst – Mortgage & Loan Operations

mthree Recruiting Portal • Montreal, QC

8h

About The Position

This role is ideal for recent graduates and early-career professionals who are analytical, detail-oriented, and eager to develop expertise in lending operations, risk management, client servicing, and financial transactions. As a Banking Operations Analyst, you will support mortgage warehouse lending and loan servicing activities while working closely with internal stakeholders, clients, custodians, and operations teams. You will play an important role in funding, settlements, reconciliation, collateral management, risk monitoring, and operational controls. The position provides exposure to the full lending lifecycle and offers an excellent foundation for a long-term career in banking operations, credit services, and financial institutions.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• GPA of 2.75 or higher
• Strong Microsoft Excel skills, including pivot tables and intermediate functions.
• Proficiency in Microsoft Office applications.
• Ability to identify discrepancies and exceptions in financial data.
• Strong problem-solving and investigative capabilities.
• Attention to detail and commitment to accuracy.
• Strong written and verbal communication skills.
• Customer-focused and service-oriented approach.
• Effective time management and organizational abilities.
• Ability to manage multiple priorities and meet deadlines.
• Adaptable mindset with a willingness to learn new products, systems, and processes.
• Professional proficiency in English and French is required.

Nice To Haves

• Experience with Loan IQ, Promerit, or similar loan servicing platforms is an asset.
• Knowledge of treasury management tools is advantageous.
• Process automation experience is considered a plus.

Responsibilities

• Support mortgage warehouse lending, loan servicing, funding, and settlement activities.
• Process and reconcile financial transactions, cash movements, and suspense accounts.
• Monitor operational risks, investigate exceptions, and escalate issues as needed.
• Maintain accurate records and ensure compliance with internal policies and regulatory requirements.
• Assist with client onboarding, relationship management, and operational inquiries.
• Support audit activities, reporting, and continuous process improvement initiatives.
• Collaborate with internal teams to ensure efficient and accurate execution of lending and credit operations.

Benefits

• Comprehensive training and professional development.
• Exposure to global banking and financial services operations.
• Mentorship and support from experienced industry professionals.
• Competitive salary and benefits package.
• Long-term career growth within banking and financial services.
• Opportunity to work on complex and high-impact lending and operational processes.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level