Insurance Specialist

BMO U.S.

Insurance Specialist providing key lending operations support for BMO's Insurance Tracking team. Collaborating with stakeholders to ensure effective loan administration and servicing within established SLAs.

Posted 4/2/2026full-timeBillings • Iowa, Montana • 🇺🇸 United StatesJuniorMid-Level💰 $41,714 - $65,000 per yearWebsite

About the role

Key responsibilities & impact

Provides day-to-day delivery of critical lending operations processes including loan administration and servicing activities.
Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements.
Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience.
Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures.
Checks and reconciles information and documentation to ensure accuracy and completeness.
Identifies and resolves discrepancies in accordance with standard procedures.
Performs administrative tasks such as distributing/collecting/filing/etc. documentation and information.
Data enters, reviews and verifies loan information and documentation for processing and/or further handling.
Manages documentation to ensure that records are maintained in a proper manner.
Analyzes data and information to provide insights and recommendations.
Communicates and collaborates with internal and external stakeholders in order to deliver on business objectives.

Requirements

What you’ll need

Typically between 2 - 3 years of relevant experience
Post-secondary degree in related field of study desirable or an equivalent combination of education and experience
Knowledge and experience using relevant systems and technology – Good
Knowledge and understanding of the business unit’s key products and services, processes and controls – Good
Knowledge of the risk and regulatory requirements of the business – Good
Prioritization skills – Good
PC skills (MS Word, Excel, PowerPoint) – Good
Verbal & written communication skills - Good
Organization skills - Good
Collaboration & team skills - Good
Analytical and problem solving skills - Good

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

loan administrationloan servicingdata entrydata analysisdocumentation managementreconciliationtransaction processingservice request processingproblem solvingadministrative tasks

Soft Skills

communicationcollaborationorganizationprioritizationanalytical skillsteamworkrelationship buildingcustomer serviceattention to detailtime management