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Calculated Hire: Disbursement Specialist

Calculated Hire

This is a Contract position in Garland, TX posted March 23, 2022.

Disbursement SpecialistBrookfield, WI 6 Month contract to start Overview:As a Disbursement Specialist at BMO Harris Bank, you will help with various aspect within home equity processing.

You will provide efficient and accurate handling of customer requests and transactions in a professional and timely manner while ensuring all required policies, guidelines, and standards are met as you provide service to BMO customers.

This position includes a mix of customer service and customer fulfilment activities.

Training will be the first 4-5 weeks and on site in the Brookfield location.

Responsibilities: Provides customer service by responding to general questions via phone, mail, or fax in a timely and professional manner; includes acting as a main point of contact for certain customer requests.

Reviews and discusses counter offers and structuring options for loans with the customer to fulfill the customer request in a timely manner.

Addresses customer services issues according to established parameters, escalating as required.

Refers more complex and specific requests, questions or issues as required.

Gathers additional documentation from the customer and/ or internal/external stakeholders to ensure all required information is available to fulfill client requests.

Recommends workflow improvements to deliver a more efficient operation.

Manages customer documentation to ensure that records are maintained in a proper manner.

Resolves problems as required to support effective business operations.

Identifies and recommends opportunities to improve operational efficiencies while still meeting service level standards.

Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.

Requirements: Between 2-3 years of relevant banking experience or post-secondary degree Able to handle volume of customer requests Proficient in Microsoft Excel What We Are Looking For: Professional individual who thrives in a task oriented environmentSomeone who pays strong attention to detail while maintaining strong time management skillsSomeone who is looking for the opportunity to learn and advance their career

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