Job Overview BMO is hiring a Deal Specialist to join the Commercial Lending Operations Diversified Industry team in Calgary, Alberta. Provides loan closing and portfolio monitoring support in a professional and timely manner. Facilitates the loan closing process, commitment management, and the booking and accounting of the loan portfolio ensuring all required policies, guidelines, and standards are met. Delivers exceptional customer service by providing responsive, accurate, consistent, knowledgeable services and support. Responsibilities Acts as a subject matter expert and first contact for escalation. Provides advice and guidance to assigned business/group on implementation of solutions. Builds effective relationships with internal/external stakeholders. Supports change management of varying scope and type; tasks typically focusedon execution and sustainment activities. Completes administrative activities to ensure smooth operation of the unit, including scanning and filing documents as required. Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements. Processes more complex transactions and activities. Resolves discrepancies/ exceptions for mostly routine situations; some may require further analysis or be escalated as required. Organizes work information to ensure accuracy and completeness. Supports the development of tools and delivery of training focused on delivering business results. Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting. Participates in deal closing events to ensure conditions and funding requirements have been met. Analyzes the credit documentation to the credit approval structures the loan parameters on the lending system and communicates deal information to deal stakeholders. Tracks and monitors credit,



legal and compliance documentation/collateral and participates in the follow‑up and escalation process when issues are identified. Gathers additional documentation from the customer and/or internal/external stakeholders to ensure all required information is available to fulfill client requests. Manages customer documentation to ensure that records are maintained in a proper manner. Investigates and addresses customer service issues according to established parameters, referring or escalating as required. Collaborates with internal and external stakeholders to deliver on business objectives. Analyzes data and information to provide insights and recommendations. Develops knowledge around a customer’s business, industry and market in effort to better serve their needs. May prepare legal documents. Collaborates in identifying, recommending, and implementing workflow improvements to deliver a more efficient operation. Focus may be on a business/group. Thinks creatively and proposes current 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. Knowledge and understanding of the business unit’s key products, services, processes and controls. Knowledge of standard desktop applications and department systems and applications.



Experience with Loan IQ is an asset. Understanding of business unit’s risk and regulatory requirements. Specialized knowledge from education and/or business experience. Collaboration & team skills – In‑depth. Analytical and problem‑solving skills – In‑depth. Influence skills – In‑depth. Accurate data entry skills. Verbal & written communication skills – In‑depth. Key Skills Sales Experience Crane Customer Service Communication skills Heavy Equipment Operation Microsoft Word Case Management OSHA Team Management Catheterization Microsoft Outlook Calendar EHS Salary & Compensation Salary: $45,500 – $84,500 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 the 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: Us Recruiter Note Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Application Deadline 11/16/2025 Location 525 8th Ave SW East Tower, Calgary, Alberta Employment Type Full‑Time Vacancy 1 Monthly Salary $45,500 – $84,500 Required Experience IC Experience years #J-18808-Ljbffr

📌 Deal Specialist - $45,500 - $84,500 A Year (Calgary)
🏢 BMO
📍 Calgary