JobMesh

Client Delivery Specialist, LS

BMO · Newport Beach, California, US

Application Deadline: 04/24/2026 Address: 4400 MacArthur Blvd. Job Family Group: Commercial Sales & Service This role is responsible for managing the end-to-...

Job description

Application Deadline: 04/24/2026 Address: 4400 MacArthur Blvd. Job Family Group: Commercial Sales & Service This role is responsible for managing the end-to-end delivery of commercial loan products and services to business clients. This role ensures a seamless client experience by coordinating loan processing, compliance, and operational execution while maintaining strong client relationships. Responsibilities: Qualifications: - Serve as a point of contact for commercial banking clients and internal partners during the loan process. - Provide expert guidance on commercial loan products, terms, and documentation requirements. - Ensure timely communication and proactive updates to clients and internal stakeholders that include Relationship Manager and Portfolio Managers, to name a few. - Tracks collection of client service fees and documents. - Collect, review, and validate financial statements, tax returns, and other required documentation. - Coordinate with underwriting and credit teams to facilitate loan approvals. - Maintain accurate records in loan management systems and ensure data integrity. - Ensure adherence to regulatory requirements, internal policies, and risk management...