Client Delivery Specialist, LS

BMO•Newport Beach, CA

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. At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team, you are valued, respected, and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience and broaden your skillset. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing, and transforming how we work to drive performance and continue growing the good. We’re proud to be fueling growth and expanding possibilities for individuals, families, and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management, and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management, and investment services to more than 12 million customers. In Canada, the United States, and across the globe, we’ll continue to build, invest, and transform to drive performance that serves the good that grows.

Requirements

3 – 5 years of relevant experience in Commercial Banking
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
Intermediate level of proficiency: Regulatory Compliance
Intermediate level of proficiency: Data Analysis
Intermediate level of proficiency: Reporting
Intermediate level of proficiency: Document Management
Intermediate level of proficiency: Microsoft Office
Intermediate level of proficiency: Problem-Solving
Intermediate level of proficiency: Collaboration
Intermediate level of proficiency: Detail-Oriented
Intermediate level of proficiency: Teamwork

Nice To Haves

Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred.

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.