Program Support Officer, BrokerEdge
Top Benefits
About the role
33 Dundas Street West Toronto Ontario,M5G 3C2
This is a 1 year secondment/contract opportunity.
This is a 1 year secondment/contract opportunity.
The Program Support Officer will provide operational and governance support for BMO BrokerEdge within the Home Financing Strategic Programs & Partnership team in both French and English. Through increasing capabilities, we have an opportunity to have a significant impact on how we can grow our mortgage book of business. The incumbent for Program Support Officer will play a critical role with onboarding and managing brokers, supporting compensation processes, documentation and implementation of processes, as well as, collaborating with internal and external partners.
The Program Support Officer will be responsible for the day-to-day delivery and support of BMO BrokerEdge’s operation and governance including, but not limited to: document review and due diligence, data entry and database management, as well as responding to internal and external stakeholders.
Key Accountabilities
- Risk governance and controls
- Workflow processing and approvals
- Business performance and relationship management
Day-to-day Accountabilities
- Provides advice and guidance to assigned business/group on implementation of solutions.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Communicates with internal and external business partners to respond to standard and non-standard inquiries.
- Monitors and tracks performance, and addresses any issues.
- Conducts due diligence and investigations.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendation.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- Executes work to deliver timely, accurate, and efficient service.
- Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager.
- Provides input and analysis into the continuous improvement of business processes and procedures within the scope of the work team, and participate in the planning, testing and implementation of projects and new/revised products/services or processes as required.
- Provides accurate and timely processing of requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures.
- Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests.
- Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements (SLAs) are met.
- Checks and reconciles information and documentation to ensure accuracy and completeness.
- Identifies and resolves discrepancies in accordance with standard procedures. Escalates issues, where necessary, as per guidelines.
- Data enters, reviews and verifies information and documentation for processing and/or further handling.
- Analyzes data and information to provide insights and recommendations.
- Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.
- Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to ensure appropriate actions are taken and operational integrity is maintained.
- Supports the development of tools and delivery of training focused on delivering business results.
- Breaks down strategic problems and analyzes data and information to provide insights and recommendations
- 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.
Authorities
- Escalating: Authority to escalate issues to the Senior Manager, Referral Program Office.
- Approve or Decline: Authority to approve or reject requests based on set criteria and limits.
- Coordinating: Authority to coordinate work and/or call people together to discuss/resolve issues. Can persuade people to change course and/or act in concert with each other.
Scope & Impact
- This role will positively impact internal and external business partners which will allow us to scale and grow the business.
Cross Functional Relationships
- This role will develop and cultivate strong working relationships with key business partners and leverage all internal resources to support the Strategic Programs & Partnership team in our objectives.
Knowledge
- 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.
- Strong knowledge and understanding of home financing and real estate lending products, services, and related systems, processes and controls, and business unit’s key offerings.
- Strong knowledge with Microsoft SharePoint and Office, including Word, Excel, Access, and PowerPoint.
- Technical proficiency gained through education and/or business experience.
- In-depth knowledge of the risk and regulatory requirements of the business.
- Knowledge of the mortgage broker industry will be an asset.
Skills
- Fluency in French will be required.
- In-depth analytical and problem-solving skills.
- In-depth communication skills (written and verbal).
- In-depth interpersonal, collaboration, and team skills.
- Strong time management, prioritization, and organizational skills.
- In-depth impact and influence capabilities.
- In-depth data driven decision making.
- Credit Qualified will be an asset.
You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.
Salary:
$56,000.00 - $103,500.00
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 https://jobs.bmo.com/ca/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
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.
About BMO
At BMO, banking is our personal commitment to helping people at every stage of their financial lives.
The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the industry.
Our incredible team of over 46,000 people is just the tip of the iceberg. You should get to know us. We’re here to help.
Our social media terms of use: https://www.bmo.com/socialmediatermsofuse
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Program Support Officer, BrokerEdge
Top Benefits
About the role
33 Dundas Street West Toronto Ontario,M5G 3C2
This is a 1 year secondment/contract opportunity.
This is a 1 year secondment/contract opportunity.
The Program Support Officer will provide operational and governance support for BMO BrokerEdge within the Home Financing Strategic Programs & Partnership team in both French and English. Through increasing capabilities, we have an opportunity to have a significant impact on how we can grow our mortgage book of business. The incumbent for Program Support Officer will play a critical role with onboarding and managing brokers, supporting compensation processes, documentation and implementation of processes, as well as, collaborating with internal and external partners.
The Program Support Officer will be responsible for the day-to-day delivery and support of BMO BrokerEdge’s operation and governance including, but not limited to: document review and due diligence, data entry and database management, as well as responding to internal and external stakeholders.
Key Accountabilities
- Risk governance and controls
- Workflow processing and approvals
- Business performance and relationship management
Day-to-day Accountabilities
- Provides advice and guidance to assigned business/group on implementation of solutions.
- Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Communicates with internal and external business partners to respond to standard and non-standard inquiries.
- Monitors and tracks performance, and addresses any issues.
- Conducts due diligence and investigations.
- Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendation.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- Executes work to deliver timely, accurate, and efficient service.
- Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager.
- Provides input and analysis into the continuous improvement of business processes and procedures within the scope of the work team, and participate in the planning, testing and implementation of projects and new/revised products/services or processes as required.
- Provides accurate and timely processing of requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedures.
- Provides accurate, consistent, knowledgeable responses to stakeholder questions and requests.
- Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements (SLAs) are met.
- Checks and reconciles information and documentation to ensure accuracy and completeness.
- Identifies and resolves discrepancies in accordance with standard procedures. Escalates issues, where necessary, as per guidelines.
- Data enters, reviews and verifies information and documentation for processing and/or further handling.
- Analyzes data and information to provide insights and recommendations.
- Collaborates in development/implementation of new processes/systems and changes/improvements to existing systems and processes.
- Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to ensure appropriate actions are taken and operational integrity is maintained.
- Supports the development of tools and delivery of training focused on delivering business results.
- Breaks down strategic problems and analyzes data and information to provide insights and recommendations
- 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.
Authorities
- Escalating: Authority to escalate issues to the Senior Manager, Referral Program Office.
- Approve or Decline: Authority to approve or reject requests based on set criteria and limits.
- Coordinating: Authority to coordinate work and/or call people together to discuss/resolve issues. Can persuade people to change course and/or act in concert with each other.
Scope & Impact
- This role will positively impact internal and external business partners which will allow us to scale and grow the business.
Cross Functional Relationships
- This role will develop and cultivate strong working relationships with key business partners and leverage all internal resources to support the Strategic Programs & Partnership team in our objectives.
Knowledge
- 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.
- Strong knowledge and understanding of home financing and real estate lending products, services, and related systems, processes and controls, and business unit’s key offerings.
- Strong knowledge with Microsoft SharePoint and Office, including Word, Excel, Access, and PowerPoint.
- Technical proficiency gained through education and/or business experience.
- In-depth knowledge of the risk and regulatory requirements of the business.
- Knowledge of the mortgage broker industry will be an asset.
Skills
- Fluency in French will be required.
- In-depth analytical and problem-solving skills.
- In-depth communication skills (written and verbal).
- In-depth interpersonal, collaboration, and team skills.
- Strong time management, prioritization, and organizational skills.
- In-depth impact and influence capabilities.
- In-depth data driven decision making.
- Credit Qualified will be an asset.
You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.
Salary:
$56,000.00 - $103,500.00
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 https://jobs.bmo.com/ca/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
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.
About BMO
At BMO, banking is our personal commitment to helping people at every stage of their financial lives.
The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the industry.
Our incredible team of over 46,000 people is just the tip of the iceberg. You should get to know us. We’re here to help.
Our social media terms of use: https://www.bmo.com/socialmediatermsofuse