Senior Servicing Analyst

💰 $3,200 - $5,120 (Est.) 📍 Brookfield ⏰ Part Time 🕐 2 days ago

Job Description

Qualifications
Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
Knowledge and understanding of business unit’s products and services, processes and controls – Good
Knowledge of standard desktop applications and department systems and applications – Good
Understanding of business unit’s risk and regulatory requirements – Good
Ability to multi-task in a fast paced environment
Specialized knowledge from education and/or business experience
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Analytical and problem solving skills - In-depth
Influence skills - In-depth
Benefits
$41,715.00 - $73,800.00
The above represents BMO Financial Group’s pay range and type
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure
Salaries for part-time roles will be pro-rated based on number of hours regularly worked
For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards
BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
Responsibilities
Senior Servicing Analyst will provide input into the discussion of terms and structure of new construction deals for the Commercial Real Estate (CRE) Group and other Lines of Business
The Senior Servicing Analyst will be responsible for;
Examination of the loan approval and documentation to gain thorough understanding of the project requirements, ancillary system set up and data input, system set up, file maintenance, and the draw review process
Administer and monitor loans on an ongoing, day-to-day, and transactional basis working in close partnership with the Relationship Manager and other Commercial Real Estate and operational personnel
Act as a liaison with customers, inspectors, and title company representatives during all phases of construction financing
Provide monthly construction draw analysis, budgetary and system reconciliation, and disbursement recommendation
Ensure all required documents have been received for each draw request
Take action on items that may affect the disbursement process such as change orders, sufficiency of funds, liens, etc
Ensure funding occurs within designated timeframes
Board the loans into the construction administration system and work hand in hand with the operations group
Provide a superior level of customer service to customer and line of business while concurrently managing construction risk
Provides loan servicing and monitoring support for corporate and commercial lending portfolios in a professional and timely manner
Delivers agreed lending/financing services as specified in the credit agreement/approval and ensures all required policies, guidelines and standards are met
Acts as a subject matter expert and first contact for escalation
Assists in processing more complex transactions and customer requests
Addresses customer services issues according to established parameters, escalating as required
Provides advice and guidance to assigned business/group on implementation of solutions
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities
Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements
Investigates and addresses specific customer issues
Organizes work information to ensure accuracy and completeness
Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required
Supports the development of tools and delivery of training focused on delivering business results
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting
Collaborates to execute loan servicing and monitoring requests
Prepares customer notifications and billings, and processes services and transactions including (but not limited to) loan advances/payments, wire transfers, billing for principal/interest/fees, monitoring collateral positions, financial exceptions, etc
Executes and manages documentation to ensure that records are maintained in a proper manner
Analyzes data and information to provide insights and recommendations
Collaborates with internal and external stakeholders to deliver on business objectives
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities
Builds effective relationships with internal/external stakeholders
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
We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs
Job description
Application Deadline:

02/16/2026

Address:
401 N Executive Drive

Job Family Group:
Customer Shared Services

Senior Servicing Analyst will provide input into the discussion of terms and structure of new construction deals for the Commercial Real Estate (CRE) Group and other Lines of Business.

The Senior Servicing Analyst will be responsible for;
• Examination of the loan approval and documentation to gain thorough understanding of the project requirements, ancillary system set up and data input, system set up, file maintenance, and the draw review process.
• Administer and monitor loans on an ongoing, day-to-day, and transactional basis working in close partnership with the Relationship Manager and other Commercial Real Estate and operational personnel.
• Act as a liaison with customers, inspectors, and title company representatives during all phases of construction financing.
• Provide monthly construction draw analysis, budgetary and system reconciliation, and disbursement recommendation.
• Ensure all required documents have been received for each draw request.
• Take action on items that may affect the disbursement process such as change orders, sufficiency of funds, liens, etc.
• Ensure funding occurs within designated timeframes. Board the loans into the construction administration system and work hand in hand with the operations group.
• Provide a superior level of customer service to customer and line of business while concurrently managing construction risk.

Provides loan servicing and monitoring support for corporate and commercial lending portfolios in a professional and timely manner. Delivers agreed lending/financing services as specified in the credit agreement/approval and ensures all required policies, guidelines and standards are met.
• Acts as a subject matter expert and first contact for escalation.
• Assists in processing more complex transactions and customer requests.
• Addresses customer services issues according to established parameters, escalating as required.
• Provides advice and guidance to assigned business/group on implementation of solutions.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements.
• Investigates and addresses specific customer issues.
• Organizes work information to ensure accuracy and completeness.
• Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required.
• Supports the development of tools and delivery of training focused on delivering business results.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Collaborates to execute loan servicing and monitoring requests.
• Prepares customer notifications and billings, and processes services and transactions including (but not limited to) loan advances/payments, wire transfers, billing for principal/interest/fees, monitoring collateral positions, financial exceptions, etc.
• Executes and manages documentation to ensure that records are maintained in a proper manner.
• Analyzes data and information to provide insights and recommendations.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Builds effective relationships with internal/external stakeholders.
• 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.

Qualifications:
• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Knowledge and understanding of business unit’s products and services, processes and controls – Good
• Knowledge of standard desktop applications and department systems and applications – Good.
• Understanding of business unit’s risk and regulatory requirements – Good.
• Ability to multi-task in a fast paced environment
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Salary:

$41,715.00 - $73,800.00

Pay Type:
Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. 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

About Us

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.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, *** (including pregnancy, childbirth, or related medical conditions), ****** orientation, gender identity, gender expression, transgender status, ****** stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

💡 Quick Summary

Seeking a career-building opportunity? The Senior Servicing Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Brookfield offers a professional environment and growth potential.

Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.

Sponsored

Job Details

Company Name: Bank of Montreal

Frequently Asked Questions

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The expected salary for Senior Servicing Analyst in Brookfield is $3,200 - $5,120 (Est.) per month. Actual compensation may vary based on experience and negotiation.
No, Senior Servicing Analyst is an on-site position based in Brookfield. Candidates must be able to commute or relocate to this location.
Basic communication skills, a proactive attitude, and the ability to work in a team are required for Senior Servicing Analyst. Previous experience in Bank Jobs is a plus. Freshers may also apply depending on the employer's requirements.
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