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Added 10 hours ago
B
Associate/Administrator, Credit Administration & Lending Operations, Private Wealth Canada
BMO
Montreal, QC · Quebec, QC · IBMM
- Full-time
Administers mortgage, FRTL, SOFR, CORRA, and other lending renewal processes.
Added 4 days ago
OW
Oliver Wyman -Commercial Effectiveness and Private Capital Senior Consultant / Associate
Oliver Wyman
Toronto, ON
- Full-time
Private Capital x Commercial Effectiveness – Senior Consultant / Associate
Added 7 days ago
MG
Associate, Loan Funding & Administration
MarshallZehr Group Inc.
Waterloo, ON
- $70,000 to $90,000 CAD / year
- Full-time
MarshallZehr Group Inc. (“MZ”) is a specialized real estate capital partner providing debt capital solutions to commercial real estate owners and institutional investors. Since 2008,…
Added 9 days ago
PG
Underwriting Associate
Peoples Group
AB · Vancouver, BC · Toronto, ON · Calgary, AB
- Full-time
…analyzing and underwriting CMHC-insured, conventional, and commercial real estate loans. Backed by a strong financial background, you consistently meet deadlines without compromising…
Added 11 days ago
EB
Associate, Commercial Credit, Commercial Finance Group (CFG)
EQ Bank | Canada's Challenger Bank
Toronto, ON
- Full-time
The Associate, CFG Credit is responsible for supporting the underwriting team in document fulfillment from receipt of deal through to the funding stages by acting as a liaison between…
Added 11 days ago
EB
Associate, Commercial Credit, Commercial Finance Group (CFG)
EQ Bank
Toronto, ON
- Full-time
The Associate, CFG Credit is responsible for supporting the underwriting team in document fulfillment from receipt of deal through to the funding stages by acting as a liaison between…
Added 15 days ago
C
Business Development Manager, Inside Sales
CMLS
Calgary, AB
- Full-time
Nesto Group is Canada's leading provider of mortgage technology and financing solutions, with more than CAD $80 billion in residential and commercial mortgages under administration. Trusted…
Added 21 days ago
HM
Senior Associate-Portfolio Management
Harbour Mortgage
Toronto, ON
- Full-time
The Senior Associate will support the portfolio management team in monitoring an active commercial mortgage portfolio of over 200 loans, covering loan maturities, renewals and extensions,…
Added 24 days ago
MG
Associate, Loan Funding & Administration
MarshallZehr Group Inc.
Waterloo, ON
- $70,000 to $90,000 CAD / year
- Full-time
MarshallZehr Group Inc. (“MZ”) is a specialized real estate capital partner providing debt capital solutions to commercial real estate owners and institutional investors. Since 2008,…
Added 24 days ago
R
RBC Group Consultant - Québec- EN
RBC
Gatineau, QC
- Full-time
RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSP's, Deferred Profit-Sharing Plans, and Group Tax Free…
Added 24 days ago
R
RBC Group Consultant - Québec- EN
RBC
Montreal, QC
- Full-time
RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSP's, Deferred Profit-Sharing Plans, and Group Tax Free…
Added 25 days ago
R
RBC Group Consultant - Québec- EN
RBC
Quebec, QC
- Full-time
RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSP's, Deferred Profit-Sharing Plans, and Group Tax Free…
Added 25 days ago
RB
RBC Group Consultant - Québec
Royal Bank of Canada
Montreal, QC
- Full-time
RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSP's, Deferred Profit-Sharing Plans, and Group Tax Free…
Added 25 days ago
R
RBC Group Consultant - Québec
RBC
Gatineau, QC · Montreal, QC · Quebec, QC
- Full-time
RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSP's, Deferred Profit-Sharing Plans, and Group Tax Free…
Added 29 days ago
RB
Group Consultant
Royal Bank of Canada
Mississauga, ON
- Full-time
…mobile consultant and advice role focused on the delivery of the Group Retirement Savings value proposition to commercial/corporate clients. This is an important role to all RBC business…
Added 29 days ago
RB
Group Consultant - RBC Group Advantage - British Columbia
Royal Bank of Canada
Vancouver, BC
- Full-time
…mobile consultant and advice role focused on the delivery of the Group Retirement Savings value proposition to commercial/corporate clients. This is an important role to all RBC business…
Added 29 days ago
RB
RBC Group Consultant - Alberta
Royal Bank of Canada
Calgary, AB
- Full-time
…mobile consultant and advice role focused on the delivery of the Group Retirement Savings value proposition to commercial/corporate clients. This is an important role to all RBC business…
Added 29 days ago
R
Group Consultant - RBC Group Advantage - British Columbia
RBC
Langley (District), BC · Victoria, BC · Coquitlam, BC · Burnaby, BC · North Vancouver, BC · Surrey, BC · Vancouver, BC · Richmond, BC · Kelowna, BC
- Full-time
…mobile consultant and advice role focused on the delivery of the Group Retirement Savings value proposition to commercial/corporate clients. This is an important role to all RBC business…
Added 29 days ago
R
Group Consultant
RBC
Mississauga, ON · Richmond Hill, ON
- Full-time
…mobile consultant and advice role focused on the delivery of the Group Retirement Savings value proposition to commercial/corporate clients. This is an important role to all RBC business…
Added 29 days ago
R
RBC Group Consultant - Alberta
RBC
AB · Calgary, AB
- Full-time
…mobile consultant and advice role focused on the delivery of the Group Retirement Savings value proposition to commercial/corporate clients. This is an important role to all RBC business…
Added 1 month ago
KL
Associate Lawyer
KSI Law
Markham, ON
- Full-time
Advising on receivership as an enforcement option for income-producing commercial mortgage security.
Added 1 month ago
NB
Real Estate Brokerage Analyst (Investment Banking)
National Bank of Canada
Montreal, QC
- Full-time
Analyst on the Real Estate Property and Mortgage Brokerage team, within the
Added 1 month ago
BC
Associate, Global Markets Corporate Banking
BMO Capital Markets
Toronto, ON
- Full-time
The Associate will be part of the Global Markets Corporate Banking Securitization team, which is responsible for underwriting and account management of securitization and other structured…
Added 1 month ago
B
Associate, Global Markets Corporate Banking
BMO
Toronto, ON · FCP
- Full-time
The Associate will be part of the Global Markets Corporate Banking Securitization team, which is responsible for underwriting and account management of securitization and other structured…
Added 1 month ago
C
Business Development Manager, Inside Sales
CMLS
Calgary, AB
- Full-time
Nesto Group is Canada's leading provider of mortgage technology and financing solutions, with more than CAD $80 billion in residential and commercial mortgages under administration. Trusted…

BMO

Associate/Administrator, Credit Administration & Lending Operations, Private Wealth Canada

Montreal, QC, Canada
Quebec, QC, Canada
IBMM, Canada

$40,500.00 - $80,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $40,500.00 - $80,000.00
Job type: Full-time
Apply by: Nov 16, 2026
Experience: 2-3 years of experience in lending operations, portfolio administration, commercial lending support, banking operations, or a related field.
Posting language: English
Posted: Nov 13, 2026

Original job description

Application Deadline:

11/15/2026

Address:

1250 boul Rene Levesque Ouest

Job Family Group:

Business Management

Provides centralized administrative and operational support for Private Wealth Canada (PWCA) lending portfolios. Responsible for the coordination, monitoring, and execution of portfolio administration activities, lending operations processes, documentation management, compliance tracking, renewal administration, and security-related workflows. Supports Lending Specialists, Funders, and Bankers by managing routine servicing and monitoring activities, ensuring completeness of documentation, adherence to policies and procedures, and timely execution of operational processes.

The role acts as a central point of coordination for portfolio maintenance activities, contributing to operational efficiency, risk management, service excellence, and consistency across the PWCA lending portfolio. The position is primarily administrative and operational in nature and does not have direct client relationship management, sales, or underwriting responsibilities. The incumbent is responsible for the accurate execution of lending administration activities and the coordination of day-to-day operational processes supporting the lending lifecycle.

Key Accountabilities

Portfolio Monitoring & Compliance Administration

Administers recurring portfolio and compliance reporting activities, including 003 and 121 reports.
Monitors outstanding portfolio requirements, exceptions, and compliance-related activities to support portfolio integrity and timely follow-up.
Reviews and tracks outstanding TrackIt items and other monitoring requirements to ensure timely resolution and escalation where required.
Maintains records, reporting, and documentation to support regulatory, credit, and business requirements.
Supports annual review and tracking activities, including insurance, policy confirmations, statement collection, and other ongoing portfolio obligations.

Lending Documentation & File Management

Coordinates the collection, organization, review, and uploading of lending, funding, and client documentation into applicable systems and repositories.
Maintains electronic records to ensure completeness, accuracy, accessibility, and adherence to record retention requirements.
Verifies documentation completeness and escalates missing or outstanding items as required.
Supports document management activities across the lending lifecycle, including applications, renewals, funding, and servicing.

Search & Information Administration

Completes and coordinates standard search requests, including PPSA, corporate, title, tax, assessment, and other required due diligence searches.
Ensures search results and supporting documentation are accurately maintained within lending files and workflow systems.
Completes administrative requirements and documentation gathering activities to support funding and credit processes.

Renewal Administration

Administers mortgage, FRTL, SOFR, CORRA, and other lending renewal processes.
Produces renewal reports, prepares renewal documentation packages, and coordinates workflow activities following pricing and approval decisions.
Tracks upcoming renewals and follows established processes to ensure timely completion and escalation where needed.
Supports ongoing renewal administration and portfolio maintenance activities across the PWCA lending portfolio.

Funding & Security Coordination

Coordinates operational activities associated with lending fundings, security documentation, solicitor communications, discharges, and takedown requests.
Monitors workflow progress and ensures all required documentation is received, processed, tracked, and recorded.
Acts as a central coordination point for administrative lending activities involving internal business partners and external service providers.
Supports loan payout processing and security discharge requests to ensure efficient and consistent execution.

Margin & Portfolio Maintenance Administration

Supports monitoring and follow-up activities related to ineligible margins, margin limit changes, and portfolio exceptions.
Coordinates required communications, documentation updates, and tracking activities associated with portfolio maintenance requirements.
Maintains accurate records and reporting related to margin management and ongoing portfolio obligations.

Operational Reporting & Process Support

Produces, maintains, and distributes recurring and ad hoc operational reports.
Organizes work to ensure service levels, operational controls, quality standards, and turnaround expectations are consistently achieved.
Supports process improvements designed to enhance workflow efficiency, consistency, and operational effectiveness.
Participates in operational change initiatives, system enhancements, and implementation activities as required.

Risk Management & Controls

Follows established policies, procedures, controls, and regulatory requirements in the execution of all activities.
Identifies and escalates operational risks, documentation deficiencies, and processing exceptions.
Maintains accurate and audit-ready records supporting operational integrity and regulatory compliance.
Takes measured risks while protecting the Bank by applying the Risk Management Framework and adhering to applicable policies, standards, procedures, laws, and regulations.

Qualifications

2-3 years of experience in lending operations, portfolio administration, commercial lending support, banking operations, or a related field.
Post-secondary education in business, finance, administration, or a related discipline preferred.
Knowledge of lending products, loan documentation, security documentation, renewal processes, and portfolio administration activities.
Knowledge of operational processes, controls, compliance requirements, and record management practices.
Experience working with lending administration, workflow management, and document management systems.
Strong organizational skills with the ability to manage multiple priorities in a high-volume environment.
Strong attention to detail and commitment to accuracy.
Strong verbal and written communication skills.
Strong collaboration and stakeholder management skills.
Analytical and problem-solving skills with the ability to identify and resolve operational issues.
Proficiency in Microsoft Office applications, particularly Excel.

You're fluent in French and English to support business operations outside the province of Quebec.

Salary:

$40,500.00 - $80,000.00

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: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Provides centralized administrative and operational support for Private Wealth Canada lending portfolios, including documentation management and compliance tracking. Coordinates day-to-day operational processes such as renewals, funding, and portfolio maintenance to ensure efficiency and risk mitigation.

Requirements

Requires 2-3 years of experience in lending operations, banking, or a related field along with strong organizational and analytical skills. Proficiency in Microsoft Office and fluency in both English and French are essential for this role.

Skills

Lending operations
Portfolio administration
Compliance tracking
Documentation management
Risk management
Operational reporting
Workflow management
Data analysis
Stakeholder management
Microsoft Office
Excel
Bilingualism
Attention to detail
Problem-solving
Organizational skills

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Lending operations
Portfolio administration
Private wealth
Compliance
Documentation management
Risk management
Banking operations
PPSA
Mortgage renewal
Financial reporting
Operational efficiency
Microsoft Excel
Stakeholder management
Regulatory requirements
Credit administration
Funding
Security documentation
Audit-ready
Workflow management
Bilingual

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Work requirements

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