Client Delivery Specialist, LS

Application Deadline:

04/24/2026

Address:

4400 MacArthur Blvd.

Job Family Group:

Commercial Sales & Service

This role is responsible for managing the end-to-end delivery of commercial loan products and services to business clients. This role ensures a seamless client experience by coordinating loan processing, compliance, and operational execution while maintaining strong client relationships.

Responsibilities:

• Serve as a point of contact for commercial banking clients and internal partners during the loan process.
• Provide expert guidance on commercial loan products, terms, and documentation requirements.
• Ensure timely communication and proactive updates to clients and internal stakeholders that include Relationship Manager and Portfolio Managers, to name a few.
• Tracks collection of client service fees and documents.
• Collect, review, and validate financial statements, tax returns, and other required documentation.
• Coordinate with underwriting and credit teams to facilitate loan approvals.
• Maintain accurate records in loan management systems and ensure data integrity.
• Ensure adherence to regulatory requirements, internal policies, and risk management standards.
• Monitor loan conditions and escalate potential compliance or credit risks.
• Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
• Identifies process improvements to meet client needs more efficiently.
• Provides input into the planning and implementation of operational programs.
• Participates in audit and customer issues resolution
• corrects issues or escalates per guidelines.
• Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.
• Implements high-impact service strategies that align with client business objectives, ensuring exceptional value and service delivery.
• Presents strategic reports to management, outlining key client trends, opportunities, and potential risks, along with recommendations for growth and improvement.
• Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
• Responds to and facilitates the resolution of client service requests.
• Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
• Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
• 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:

• 3 – 5 years of relevant experience in Commercial Banking
• Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred.
• Experience with the commercial loan due diligence and closing process
• Experience working with Relationship Managers and Portfolio Managers
• Experience in collecting and reviewing client financial statements, including year end statements, tax returns, personal financial statements
• Experience with Letters of Credit.
• Must be well-versed in Excel, Adobe and managing PDF Documents.

Intermediate level of proficiency:

• Product Knowledge
• Regulatory Compliance
• Data Analysis Reporting
• Document Management
• Microsoft Office
• Problem-Solving
• Collaboration
• Detail-Oriented
• Teamwork

Salary:

$54,000.00 - $99,600.00

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: