Senior Loan Closings & Strategy Lead

BMO U.S.; Chicago (IL); On-site; USD 75,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring a Senior Agency Closer to join the US Sponsor Finance team in Chicago. The role focuses on loan closing, commitment management, and portfolio monitoring with emphasis on policy compliance and accurate documentation.

The candidate will serve as a trusted advisor, influence business decisions, and collaborate with internal and external stakeholders to execute strategic initiatives and optimize processes.

Qualifications

• Typically 5–7 years of relevant experience and a post-secondary degree or equivalent.
• In-depth knowledge of risk and regulatory requirements in the business unit.
• Experience with loan closing processes and portfolio monitoring is preferred.

Responsibilities

• Facilitates the loan closing process and commitment management.
• Monitors and audits loan documentation, ensuring policy compliance.
• Acts as trusted advisor to assigned business group and stakeholders.
• Analyzes data to provide insights and recommendations for business objectives.
• Develops and executes change management plans and communication strategies.

Skills

Analytical thinking

Verbal & written communication

Collaboration & teamwork

Data-driven decision making

Education

Post-secondary degree in related field

Equivalent combination of education and experience

Tools

LoanIQ

Excel

Job description

BMO Financial Group is hiring a Senior Agency Closer to join the US Sponsor Finance team in Chicago. The role focuses on loan closing, commitment management, and portfolio monitoring with emphasis on policy compliance and accurate documentation.

The candidate will serve as a trusted advisor, influence business decisions, and collaborate with internal and external stakeholders to execute strategic initiatives and optimize processes.