Client Delivery Specialist - Loan Specialist

Bank of Montreal • Minneapolis, MN

13d • $54,000 - $99,600

About The Position

This role is responsible for managing the end-to-end delivery of commercial loan products and services to business clients. This role ensures a seamless client experience by coordinating loan processing, compliance, and operational execution while maintaining strong client relationships.

Requirements

• 3 – 5 years of relevant experience in Commercial Banking
• Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred.
• Experience with the commercial loan due diligence and closing process
• Experience working with Relationship Managers and Portfolio Managers
• Experience in collecting and reviewing client financial statements, including year end statements, tax returns, personal financial statements
• Experience with Letters of Credit.
• Must be well-versed in Excel, Adobe and managing PDF Documents.
• Intermediate level of proficiency: Product Knowledge Regulatory Compliance Data Analysis Reporting Document Management Microsoft Office Problem-Solving Collaboration Detail-Oriented Teamwork

Responsibilities

• Serve as a point of contact for commercial banking clients and internal partners during the loan process.
• Provide expert guidance on commercial loan products, terms, and documentation requirements.
• Ensure timely communication and proactive updates to clients and internal stakeholders that include Relationship Manager and Portfolio Managers, to name a few.
• Tracks collection of client service fees and documents.
• Collect, review, and validate financial statements, tax returns, and other required documentation.
• Coordinate with underwriting and credit teams to facilitate loan approvals.
• Maintain accurate records in loan management systems and ensure data integrity.
• Ensure adherence to regulatory requirements, internal policies, and risk management standards.
• Monitor loan conditions and escalate potential compliance or credit risks.
• Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
• Identifies process improvements to meet client needs more efficiently.
• Provides input into the planning and implementation of operational programs.
• Participates in audit and customer issues resolution corrects issues or escalates per guidelines.
• Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.
• Implements high-impact service strategies that align with client business objectives, ensuring exceptional value and service delivery.
• Presents strategic reports to management, outlining key client trends, opportunities, and potential risks, along with recommendations for growth and improvement.
• Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
• Responds to and facilitates the resolution of client service requests.
• Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
• Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
• 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.

Benefits

• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
• To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees