Reporting Specialist -Collateral Management Group (CMG)

Address:

Delivers specific operational processes/activities relating to the management and type of collateral being handled, and in accordance with established policies, procedures and regulations. Speciality activities are related to the types of collateral being managed and may include (but is not limited to) safe keeping, tracking/reporting, perfections, continuations, releases, etc.

• Acts as a trusted advisor to assigned business/group.
• Builds effective relationships and ensures alignment between internal/external stakeholders.
• Identifies emerging issues/trends and integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Communicates with internal business partners and external customers to respond to standard and non-standard inquiries.
• Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Develops and manages a business/group program.
• Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
• Identifies business needs, designs/develops tools and training programs; may include delivery. of training to audiences.
• May acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
• Provides accurate and timely processing of transactions/activities/services/etc. while ensuring regulatory and risk controls are properly managed.
• Follows documented policies and procedures to execute day to day transactions, activities, processes and ensure all Service Level Agreements(SLAs) are met. May have specific responsibility for specialized product or functional area.
• Provides accurate, consistent, knowledgeable responses to internal/external stakeholder questions and requests.
• Checks and reconciles information and documentation to ensure accuracy and completeness.
• Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations and ensures appropriate actions are taken and operational integrity is maintained.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Provides specialized consulting, analytical and technical support.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently and regularly handles non-routine situations.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

• In‑depth knowledge of relevant systems and technology to generate efficiencies, including workflow automation (i.e., MS Power Automate), digital AI tools (i.e., MS Copilot), and data‑enabled reporting platforms (e.g., MS Power BI, Copilot for Finance).
• In‑depth understanding of products, services, processes, testing, and controls, with demonstrated ability to re‑engineer processes for automation.
• Advanced PC skills (MS Word, Excel, PowerPoint) and prompt writing skills; experience using data, automation, or AI tools to enhance productivity is an asset.
• Deep understanding of risk and regulatory requirements and AI governance, with ability to apply AI to maintain up‑to‑date knowledge.
• Strong prioritization and execution skills in environments balancing day‑to‑day operations and transformation initiatives.
• In‑depth customer service skills, supported by efficient, digitally enabled processes.
• Typically 5–7 years of relevant experience and post‑secondary degree in a related field, or an equivalent combination of education and experience.
• Ability to multi‑task in a fast‑paced environment while supporting process improvement and automation efforts.
• Strong analytical, problem‑solving, and data‑driven decision‑making capabilities.
• Ability to identify business use cases for automation.
• In‑depth verbal and written communication skills, including ability to explain and teach automation and AI concepts to non‑technical stakeholders.
• Strong collaboration, influence, and change leadership skills to support adoption of new technologies and ways of working.

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.