BMO Financial Group Loan Processing Service Representative in Madison, Wisconsin


PRIMARY FUNCTIONS: This position will perform quality control related to critical post-closing loan account maintenance, perform select loan account maintenance requests (via email, mail or FAX), conduct a review of system generated reports and correct errors as necessary, process Payoff Protector Procedures (similar to gap insurance), system edit, research credit bureau disputes and handle accordingly, balance daily transactions, process monthly charge offs and perform other business process functions as defined.


  • Answer all phone, email and fax requests in a prompt and professional manner.

  • Monitor generic email box and process all requests within pre-determined service levels.

  • Monitor corresponding FAX and work queues.

  • Process insurance total loss checks and/or Payoff Protector worksheets in accordance with set guidelines.

  • Review prior day’s critical maintenance for accuracy and supporting documentation.

  • Review all system generated reports, make necessary corrections and post all related transactions.

  • Balance all daily transactions.

  • Other duties as assigned.



  • High school diploma or GED required

  • 1 to 2 years of work experience in related field


  • Customer service experience

  • Basic PC, 10 key and keyboarding skills

  • Strong organizational skills

  • High degree of accuracy

  • Problem research and resolution

  • Ability to utilize multiple PC software applications (Excel/Word/Outlook)

  • Ability to work in a fast-paced environment

  • Ability to multi-task

  • High level of professionalism

  • Strong communication skills

  • Self-motivation

  • Flexibility

We're here to help

At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

As a member of the BMO Harris Bank 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

BMO Harris Bank 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. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities.

Job Field:


Job Schedule:


Primary Location:

United States-Wisconsin-Madison