Documentation Specialist

at  BMO Financial Group

6023 Silver Drive Burnaby British Columbia,V5H 0K3

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.

• Advises and guides on sales legal documentation to clients and internal partners.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Resolves questions and issues with sales agreements and account documentations.
• Coordinates the management of documents’ database; ensures alignment and integration of documents in adherence with BMO’s standards.
• Analyzes information and provide insights and recommendations.
• Executes the end-to-end documentation processes for assigned sectors, including the distribution, collection, review and analysis.
• Reviews higher-risk client requests and confirm that proper authorizations have been received.
• Assists with the development, review and implementation of legal documents.
• Provides input into the planning and implementation of document management programs.
• 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.
• Focus may be on a business/group.
• 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.QUALIFICATIONS:
• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study 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 from 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.

Please refer the Job description for details