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BMO Financial Group Service Representative II in Montreal, Canada


Permanent Position

Schedule : Full-time (37.5 hours/week), Monday to Friday

Location : Place Bonaventure, 800 de la Gauchetiere W., Montreal

Department : Audit and Control

Conducts reviews of credits, loans, and mortgage files to ensure all actions documentation (e.g., appropriate signatures, reference numbers, etc.) is in accordance with documented rules and procedures. Provides assurance to the senior management as to the quality of the files, and promotes efficient and effective processes and work flow.

  • Completes investigations, assigned tasks, reports, and contributes to overall review assessments in a timely and accurate manner with appropriate diligence.

  • Collaborates with team members to identify and resolve all irregularities, errors, and observations that are related to both the lending documentation and decision process.

  • Collaborates in identifying, recommending and implementing improvement initiatives that improves file review process, maximizes risk return and/or improves the customer experience through the lending process.

  • Responds directly to standard inquiries and instructions from internal business partners or other stakeholders (e.g., other operations teams) according to guidelines.

  • Ensures data quality and adherence to all relevant policies and procedures.

  • Participates in the design, implementation, and management of core business/group processes.

  • Escalates issues, where necessary, as per guidelines.

  • Completes standardized tasks under supervision.

  • Performs initial problem solving within given rules/limits & escalates when required.

  • Broader work or accountabilities may be assigned as needed.



  • Post-secondary degree in related field of study desirable.

  • PC skills (MS Word, Excel, PowerPoint) – Good.

  • Skills (MS Word, Excel, PowerPoint) – Good.

  • Time management skills - GoodTime.

  • Basic knowledge learned on the job.

  • Verbal & written communication skills - Basic (in business environment).

  • Organization skills - Basic (in business environment).

  • Collaboration & team skills - Basic (in business environment).

We’re here to help

At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

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.

To find out more visit us at .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Job Field:

Customer Servicing

Job Schedule:


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