Senior Agency Services Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

BMO U.S. · 3 hours ago

Senior Agency Services Analyst

BMO U.S. is committed to creating positive change for customers and communities. They are seeking a Senior Agency Services Analyst to provide loan servicing and monitoring support for corporate and commercial lending portfolios, ensuring compliance with policies and guidelines while addressing complex customer requests.

Banking
check
H1B Sponsor Likelynote

Responsibilities

Addresses more complex escalated customer requests and transactions or escalates with recommendations
Provides advice and guidance to assigned business/group on implementation of solutions
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives
Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels
May act as Team Lead and assist manager in activities such as coordination and scheduling of work, workload management, resource forecasting, quality control, training, coaching team members and problem resolution
Processes more complex transactions and activities
Researches and resolves discrepancies and issues or escalates to manager, as required
Provides input into the planning and implementation of operational programs
Provides input to manager in relation to team performance discussions
Leads/participates in the design, implementation and management of core business/group processes
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences
Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions
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
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus
Exercises judgment to identify, diagnose, and solve problems within given rules
Works independently on a range of complex tasks, which may include unique situations
Broader work or accountabilities may be assigned as needed

Qualification

Loan servicingChange managementAnalytical skillsBusiness strategy understandingRiskRegulatory knowledgeData driven decision makingInfluence skillsMulti-taskingTechnical proficiencyDesktop applicationsVerbal communicationWritten communicationCollaboration skillsProblem solving

Required

Typically between 4 - 6 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 – In-depth
Knowledge of standard desktop applications (i.e. Excel, etc.) and department systems and applications – In-depth
Understanding of business unit's risk and regulatory requirements – In-depth
Ability to multi-task in a fast paced environment
Technical proficiency gained through 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
Data driven decision making - In-depth

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

Company

BMO U.S.

company-logo
We’re a bank, but there’s more to it than that. We're a top ten bank in North America and have been serving our customers since 1817.

H1B Sponsorship

BMO U.S. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (11)
2023 (41)
2022 (22)
2021 (14)
2020 (21)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Mike Morton
Vice Chair U.S. Commercial Banking
linkedin
Company data provided by crunchbase