Senior Service Coordinator 

  • Company:
    BMO Harris Bank
  • Location:
  • Salary:
    negotiable / monthly
  • Job type:
    Full-Time
  • Posted:
    3 weeks ago
  • Category:
    Customer Service

This role will primarily concern the Accounting and Control functions of Corporate and Commercial Lending Operations. The successful candidate will be asked to reconcile, investigate, and resolve issues resulting from multiple operational groups spread in geographically diverse areas. The successful candidate will be expected to identify root causes to recurring problems, recommend process improvement opportunities and help support the resolution of these issues. Support the Corporate and Commercial Lending team with General Ledger account reconciliation, suspense account reconciliation, General Ledger account clearing entries and Profit and Loss reporting. Conduct and complete trade settlement reviews to ensure key controls are followed and exceptions are actively pursued. Assist the team with volume goals, turnaround times and quality expectations are met, while maintaining strict adherence to control procedures and compliance regulations. Escalate to the Team Lead for complex problem resolution. Fulfill routine and frequently non-routine transactions, internal business partner and/or external customer inquiries/ requests, and/or audit/ reconciliation activities. Analyze and resolve more complex issues efficiently and effectively in accordance with Bank and industry standards, focusing on up to a six-month time horizon. Act as primary back-up to team members and as back-up to the Team Lead. Monitor service delivery performance, production processes and quality, providing reports to the manager for the purpose of optimizing operational effectiveness. Provide input on process improvements. Deliver exceptional customer service that builds trust through responsive, accurate, consistent, knowledgeable and available services and support. Align individual performance goals to team and organizational goals. Demonstrate behaviours that are consistent with “Our Way” model and aligned withBMOvalues. This role will primarily concern the Accounting and Control functions of Corporate and Commercial Lending Operations. The successful candidate will be asked to reconcile, investigate, and resolve issues resulting from multiple operational groups spread in geographically diverse areas. The successful candidate will be expected to identify root causes to recurring problems, recommend process improvement opportunities and help support the resolution of these issues. Support the Corporate and Commercial Lending team with General Ledger account reconciliation, suspense account reconciliation, General Ledger account clearing entries and Profit and Loss reporting. Conduct and complete trade settlement reviews to ensure key controls are followed and exceptions are actively pursued. Assist the team with volume goals, turnaround times and quality expectations are met, while maintaining strict adherence to control procedures and compliance regulations. Escalate to the Team Lead for complex problem resolution. Fulfill routine and frequently non-routine transactions, internal business partner and/or external customer inquiries/ requests, and/or audit/ reconciliation activities. Analyze and resolve more complex issues efficiently and effectively in accordance with Bank and industry standards, focusing on up to a six-month time horizon. Act as primary back-up to team members and as back-up to the Team Lead. Monitor service delivery performance, production processes and quality, providing reports to the manager for the purpose of optimizing operational effectiveness. Provide input on process improvements. Deliver exceptional customer service that builds trust through responsive, accurate, consistent, knowledgeable and available services and support. Align individual performance goals to team and organizational goals. Demonstrate behaviours that are consistent with “Our Way” model and aligned withBMOvalues. Knowledge: University degree/college diploma or equivalent work experience 3 to 5years of related experience Good knowledge of standard desktop applications used by the business unit Strong knowledge and understanding of the business unit’s key products and services, processes and controls Strong understanding of the business unit’s risk and regulatory requirements Strong knowledge of departmental systems and application Skills: Knowledge of department systems preferred: Loan IQ, IBUK, MECH, OLBB, WRAP Familiarity with basic accounting concepts Strong analytical skills Numerical aptitude Strong team player able to work in a team environment Auditing and reconciliation experience would be an asset Experience with syndicated loans and/or corporate lending would be an asset Computer proficiency is essential Proficiency with Excel and Macros 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 https://bmocareers.com . 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. Knowledge: University degree/college diploma or equivalent work experience 3 to 5years of related experience Good knowledge of standard desktop applications used by the business unit Strong knowledge and understanding of the business unit’s key products and services, processes and controls Strong understanding of the business unit’s risk and regulatory requirements Strong knowledge of departmental systems and application Skills: Knowledge of department systems preferred: Loan IQ, IBUK, MECH, OLBB, WRAP Familiarity with basic accounting concepts Strong analytical skills Numerical aptitude Strong team player able to work in a team environment Auditing and reconciliation experience would be an asset Experience with syndicated loans and/or corporate lending would be an asset Computer proficiency is essential Proficiency with Excel and Macros 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 https://bmocareers.com . 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. OperationsOperationsCanada-Ontario-TorontoCanada-Ontario-TorontoGlobal Operations-X000070Global Operations-X000070full-timefull-time09/28/1809/28/1810/29/1810/29/18