Senior Servicing Lead

Bank of Montreal; Toronto; Hybrid; CAD 55,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Canada seeks a Senior Servicing Lead to join the Corporate and Commercial Lending Operations team. You will oversee loan servicing for syndicated loans, providing timely support and guidance to the team while ensuring adherence to credit agreements and policy standards.

The role emphasizes change management, process optimization, data analysis, and stakeholder collaboration to deliver reliable service and robust risk controls.

Qualifications

• Verbal & written communication skills (in-depth)
• Collaboration & team skills (in-depth)
• Analytical and problem solving skills (in-depth)
• Data driven decision making (in-depth)
• Ability to multi-task in a fast-paced environment

Responsibilities

• Lead loan servicing and monitoring for syndicated corporate loans.
• Interact with large Canadian/multinational clients and financial institutions.
• Develop solutions and recommendations aligned with business strategy.
• Support change management and process improvements across teams.
• Coordinate with vendors/partners and ensure documentation accuracy.

Skills

Communication skills

Analytical thinking

Team collaboration

Multi-tasking

Problem solving

Data-driven decisions

Education

Post-secondary degree

Tools

Loan IQ

ACBS

Job description

Application Deadline: 09/25/2026 Address: 250 Yonge Street Job Family Group: Customer Shared Services

The Senior Servicing Lead will join the Corporate and Commercial Lending Operations (CCLO) department. This department is responsible for servicing syndicated corporate loans as the lead agent bank and interacts directly with large Canadian and multinational companies from various industries. As well as interacts with numerous financial institutions globally. Provides loan servicing and monitoring support for corporate and commercial lending portfolios in a professional and timely manner. Delivers agreed lending/financing services as specified in the credit agreement/approval and ensures all required policies, guidelines and standards are met. 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

• 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.
• Experience with Loan IQ and ACBS is an asset.
• Syndication experience is considered an asset.
• 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.

Salary

Salary: $55,500.00 - $120,000.00 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are

We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.