Collateral & Compliance Documents Analyst

BMO; Chicago (IL); On-site; USD 43,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Tuition reimbursement

Accident and life insurance

Job summary

BMO Financial Group in Chicago is seeking a Document, Collateral, & Compliance Analyst to manage lending documents, collateral, and compliance processes. You will analyze data, review mortgage files, and support audits to ensure accuracy and policy adherence.

The role emphasizes cross-team collaboration, attention to detail, and ongoing workflow improvements to enhance efficiency and risk management in lending operations.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Knowledge of core operations systems.
• Knowledge of lending products, including residential, commercial, consumer and leasing and loan/mortgage operations processes and activities.
• PC skills (MS Word, Excel, PowerPoint).
• Time management skills.
• Verbal & written communication skills.
• Organization skills.
• Collaboration & team skills.
• Analytical and problem solving skills.

Responsibilities

• Analyze lending documents, collateral, and compliance activities.
• Conduct accuracy reviews of UCC Liens and mortgage filings to ensure documentation is in accordance with policies and regulations.
• Collaborate with internal and external stakeholders to deliver on business objectives.
• Collect information needed to review documents and analyze data to provide insights.
• Support audits and quarterly/annual collateral vault reviews.

Skills

Verbal & written communication

Time management

Organization

Collaboration & teamwork

Analytical thinking

Knowledge of core operations systems

Knowledge of lending products

Education

Post-secondary degree in related field

Tools

MS Word

Excel

PowerPoint

Job description

BMO Financial Group in Chicago is seeking a Document, Collateral, & Compliance Analyst to manage lending documents, collateral, and compliance processes. You will analyze data, review mortgage files, and support audits to ensure accuracy and policy adherence.

The role emphasizes cross-team collaboration, attention to detail, and ongoing workflow improvements to enhance efficiency and risk management in lending operations.