Insurance Specialist
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: Billings • Iowa • Montana • United States
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Salary
💰 $41,714 - $65,000 per year
About the role
- 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
- 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
- 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
loan administrationloan servicingdata entrydata analysisdocumentation managementreconciliationtransaction processingservice request processingproblem solvingadministrative tasks
Soft Skills
communicationcollaborationorganizationprioritizationanalytical skillsteamworkrelationship buildingcustomer serviceattention to detailtime management