Bilingual Commercial Funding Specialist – Private Wealth
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: Montreal • Canada
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Salary
💰 CA$56,000 - CA$103,500 per year
About the role
- Provides superior customer service and portfolio management
- Facilitates the funding process and ensures compliance with legal documentation
- Identifies and recommends workflow process alternatives
- Provides client sales & service support as required
- Monitors setup & maintenance of accounts and collateralization
Requirements
- Bilingualism in French and English
- Typically between 4 - 6 years of relevant experience
- Post-secondary degree in related field or equivalent combination of education and experience
- In-depth knowledge of personal and commercial credit and non-credit products
- Understanding of loan and security documentation
- Technical proficiency
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
portfolio managementworkflow process alternativesclient sales supportaccount maintenancecollateralizationpersonal credit productscommercial credit productsloan documentationsecurity documentationtechnical proficiency
Soft Skills
customer servicebilingualismcommunication
Certifications
post-secondary degree