Documentation Analyst

at  BMO Financial Group

105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6

Supports all sales forces in the opening, maintenance and closing of accounts and services. Directly impacts the bank’s ability to meet manage risk and regulatory requirements through the timely preparation, review and analysis of treasury management agreements and deposit account documentation. Ensures adherence to all internal and external policies and requirements in order to protect the Bank’s assets and minimize losses. Negotiates agreements with internal and external counsel.

• Analyzes information and provide insights and recommendations.
• Gathers and formats data appropriately into agreed upon, standard document format.
• Migrates/transfers documents securely from/to a secure storage repository (may be an internal location i.e. vault or an external location/service).
• Determines type of documents and appropriate actions as per request and establish procedures and processes.
• Reviews documents to verify that forms are correctly completed and required formats are used.
• Executes data entry/processing/tracking to support document management activities.
• Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations.
• Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents.
• Follows records retention guidelines and policies for type of documentation, as required.
• Collaborates to establish procedures and processes for document imaging, filing, verification/review, maintenance, etc. as required.
• Participates in the design, development, implementation, and management of core processes.
• Improves operational methods and workflows by identifying, recommending process improvement opportunities.
• Supports change management work to ensure the achievement of anticipated benefits.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.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.
• PC skills (MS Word, Excel, PowerPoint) – Good.
• Time management skills – Good.
• Prioritization skills – Good.
• Ability to multi-task in a fast-paced environment.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.

Please refer the Job description for details