Commercial Lending Operations Specialist

BMO•Chicago, IL

1d•$74,000 - $138,000

About The Position

Provides operations expertise in the design, development, management and implementation of assigned projects from business case development through to execution. Works across BMO to deliver specific project/program results in alignment with overall group goals. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision-making. Assists in the development of strategic plans. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Participates in project/program design and provides advice & subject matter expertise to achieve required business results. Conducts analysis required to inform strategic recommendations and considers the “big picture” when assessing whether or not a course of action is advisable in terms of the group and enterprise goals. Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Drives cross business/group coordination and logistical support for the implementation of change. Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders. Works on initiatives with varied complexity, typically involving multiple stakeholders across BMO. Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Requirements

5-10+ years prior experience as a project manager and/or Operations Analyst (lending operations or finance preferred), with advance knowledge of Microsoft Office suite
5-10+ years prior experience leading and facilitating requirements gathering sessions and documentation
5-10+ years prior experience in reporting and documentation
5-10+ years prior experience working in a tier 1 financial institution
5-10+ years prior experience working in large projects / programs (i.e. Class A/B) related and not limited to change management, delivering technology solutions to satisfy business needs or systems migration
5-10+ years prior experience leading UAT for large initiatives from start to finish
Subject matter expertise in required business domain - In-depth.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
Application SME & Knowledge: Corp & Commercial Lending suite including: Loan IQ (Loan origination system used at BMO, TD and other US firms), APMS (BMO Risk and Collateral system), Livelink/LLT
Expertise as a Loan Deal Specialist/Loan Administrator or Lending Services Analyst in a loan operations background
Business Analysis
Process improvement skills or certification (i.e. Lean Six Sigma)