Deputy Director, Taxes and Mortgage Advances

Deadline for submitting applications: 08/23/2026

Address: VIRTUAL61 - REMOTE/WORK FROM HOME - QC - BMO

Employment Family Group: Shared Services

• High attention to detail to ensure compliance, quality control, and follow-up.
• Experience in internal audits, calibration, and transaction verification (MCF or similar tool).
• Experience in preparing monthly productivity and quality reports.
• Knowledge of taxes and mortgage advances.
• Experience in the banking industry, an asset.
• Experience in management or supervision of employees, an asset.

Implement critical operational processes related to loans daily, including administrative and loan maintenance activities. Support the execution of payments, transactions, service requests, administrative activities, and processes, as well as the handling of stakeholder requests within the prescribed service level agreements. Collaborate with stakeholders to promote efficient and effective processes and workflows, establish positive business relationships throughout the organization, achieve desired outcomes, and provide the desired customer and employee experience. Loan Processing Support includes processes and activities related to mortgage loans, personal credit products, leasing, or business credit products.

• Advise and guide the business unit or assigned team on implementing solutions.
• Support the implementation of strategic initiatives, in collaboration with internal and external stakeholders.
• Communicate with internal partners and external clients to respond to routine or non-routine information requests in accordance with guidelines.
• Integrate information from multiple sources to enhance process efficiency, improve analysis, and streamline report production.
• Monitor and track performance and address issues.
• Support the management of various types and scopes of changes; generally focus on execution and maintenance activities.
• Perform tasks to provide timely, accurate, and efficient services.
• Handle common and relatively simple problems, and escalate uncommon issues to higher-level team members or the director.
• Perform administrative tasks such as distributing, collecting, and filing documents and information.
• Act as a resource for problem resolution for less experienced staff, if needed.
• Provide feedback and analysis on planning, testing, and implementing continuous improvement projects and participate in these tasks.
• Process service requests, transactions, and activities accurately and promptly, in accordance with relevant service level agreements, policies, processes, and procedures.
• Provide accurate, consistent, and informed responses to stakeholder questions and requests.
• Adhere to documented standards and procedures for executing transactions, activities, and processes on a daily basis, and ensure compliance with service level agreements.
• Verify and reconcile information and documents to ensure accuracy and completeness.
• Identify and resolve discrepancies in accordance with standard procedures. If necessary, escalate issues in accordance with guidelines.
• Capture, review, and verify loan information and documents for processing.
• Manage documents to ensure proper file maintenance.
• Communicate and collaborate with internal and external stakeholders to achieve business objectives.
• Collaborate on the design and implementation of new processes or systems, as well as changes and improvements to current systems and processes.
• Acquire and maintain an understanding of regulatory requirements and inherent risks in operations to ensure appropriate measures are taken to protect operational integrity.
• Support the development of tools and training focused on achieving results.
• Potentially focus on a specific business unit or team.
• Think creatively and propose new solutions.
• Exercise judgment to identify problems, determine their causes, and resolve them within established limits.
• Generally work independently.
• Broader tasks and responsibilities may be assigned as needed.
• Take measured risks while protecting the Bank by applying our risk management framework in the execution of your functions, in accordance with our risk management culture and approved risk appetite, making informed risk-based decisions that align with business strategy, protect assets, and comply with applicable policy documents (frameworks, policies, standards, procedures, and related documents), laws, and regulations.

Qualifications

• Generally three to five years of relevant professional experience with a post-secondary degree in a related field, or equivalent combination of education and experience.
• Knowledge of relevant systems and technological tools and experience using them – in-depth knowledge.
• Knowledge and understanding of the main products, services, processes, and controls of the business unit – in-depth knowledge.
• Knowledge of the risks and regulatory requirements of the business unit – in-depth knowledge.
• Ability to set priorities – strong skills.
• Computer skills (Microsoft Word, Excel, PowerPoint) – in-depth skills.
• Specialized knowledge acquired through education or work experience.
• Oral and written communication skills – in-depth skills.
• Collaboration and teamwork skills – in-depth skills.
• Analysis and problem-solving skills – in-depth skills.
• Influence skills – in-depth skills.

You speak both French and English fluently, as this role provides support to clients and team members inside and/or outside the province of Quebec.

Salary: $45,500.00 - $84,500.00

Compensation Type: Salary

The above represents the range and type of compensation offered by BMO Financial Group.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the position and may include a commission structure. Salaries for part-time positions will be calculated on a prorated basis of the number of regularly worked hours. For commission-based roles, the aforementioned salary represents BMO Financial Group's target for the first year in the position.

The total compensation offered by BMO will vary based on the type of compensation associated with the position and may include performance bonuses, discretionary bonuses, as well as other benefits and rewards. BMO also offers health insurance, tuition reimbursement, accident insurance, and life insurance, as well as retirement savings plans. For more information on our benefits, visit the site: https://jobs.bmo.com/ca/en/Global-Compensation

About Us

At BMO, we are driven by a common purpose: The courage to make a difference in life, as in business. This purpose drives us to create positive and lasting change for our clients, communities, and people. By working together, innovating, and pushing boundaries, we transform lives and businesses and drive economic growth around the world.

As a member of the BMO team, you are valued, respected, and heard, and you have more opportunities to advance and achieve results. We strive to help you achieve results from day one, for yourself and our clients. We will provide you with the tools and resources you need to take the next steps, as you help our clients take theirs. Together, we make a difference.