Community Reinvestment Act (CRA) Assistant

$41,715 - $63,700/Yr

BMO

Full-time - Entry Level

10,001+ employees

Credit Intermediation and Related Activities

About the position

The CRA Assistant role at BMO involves efficiently handling customer requests and transactions while ensuring compliance with relevant regulations. This position combines customer service and fulfillment activities, acting as a key point of contact for customers and resolving issues to support effective business operations. The role requires a focus on operational efficiencies and maintaining high service standards, with responsibilities that include loan origination and customer documentation management.

Responsibilities

• Handle customer requests and transactions efficiently and accurately.
• Act as an originator of consumer loans in compliance with relevant regulations.
• Provide customer service by responding to inquiries via phone, mail, or fax.
• Review and discuss loan counter offers and structuring options with customers.
• Address customer service issues and escalate as necessary.
• Gather additional documentation from customers and stakeholders to fulfill requests.
• Recommend workflow improvements for operational efficiency.
• Manage customer documentation to ensure proper record maintenance.
• Complete complex tasks within established rules and limits, including handling escalations.
• Analyze issues and determine next steps.

Requirements

• Proficient in written and oral communication in Spanish and English.
• Typically 2-3 years of relevant experience and a post-secondary degree in a related field or equivalent combination of education and experience.
• Ability to handle a high volume of customer requests.
• Good negotiation skills.
• Good verbal and written communication skills.
• Good organizational skills.
• Good collaboration and team skills.
• Good analytical and problem-solving skills.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans