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Lending Specialist Jobs

Personal Lending Specialist, Bmo Virtual Connect
By BMO At Newfoundland and Labrador, Canada
Broader work or accountabilities may be assigned as needed. Qualifications:
Knowledge of competitive marketplace and trends in product offerings.
Manages all transactional outcomes of customer contacts or defers to appropriate internal business groups.
Escalates complex or unresolved customer situations to managers as required.
Maintains current knowledge of personal banking and lending products, practices, and trends and integrates into customer conversations in a professional manner.
Uses authorized credit qualifications as needed to fulfill customer requests.
Finance Platform Manager (Securities Lending)
By IFG - International Financial Group At Toronto, Ontario, Canada
Conduct platform testing and risk management.
Proven platform management and testing expertise.
Familiarity with risk management principles.
Our client, a financial institution, is looking to add a Finance Platform Manager (Securities Lending)
Manage borrowing and lending of securities, focusing on securities lending and stock borrowing.
5+ years of securities lending experience.
Manager, Lending Services - Corporate Credit [Scotiabank]
By CareerBeacon At Toronto, Ontario, Canada
Managing a team responsible for the administration of agented syndicated and participated credit facilities, including limit management, disbursement/settlement of loans.
Knowledge and working experience in corporate lending services.
Recognizing and escalating exceptions to policies and procedures to the attention of Senior Manager/Director for further guidance and resolution.
Assist Director, Senior Manager and Manager in various team-related tasks, resolution of exception items as well as special project-related work.
Oversee and monitor team productivity, staffing and work volume information and report to Senior Manager on a weekly basis.
University undergraduate degree in finance or business-related studies or equivalent.
Operations Specialist Lending And Deposit
By Robertson & Company Ltd. At Toronto, Ontario, Canada
• Risk Management experience desired
• 2+ years experience in Deposit Compliance
• 2+ yearsof Banking Compliance experience
At the direction and with the assistance of the Business Unit Compliance Officers:
• Assist in completion of Regulatory Compliance Risk Assessments
• Assist with drafting of processes internal to the Business Unit Compliance Team.
Operations Specialist- Regulatory/Compliance- Lending/Deposit
By BeachHead At Toronto, Ontario, Canada
Review processes and procedures of the Operating Areas, to assess the sufficiency of controls for current regulatory requirements.
2+ years of experience in Deposit Compliance
2+ years of experience in Banking Compliance
Strong computer skills; Must be strong in Microsoft Outlook, Excel, Word and PowerPoint.
Assess the impact of Federal and/or State rules and regulations governing lending & deposits to each Operating Area
Assist in the completion of Regulatory Compliance Risk Assessments
Analyst, Asset Based Lending
By RBC Capital Markets At Toronto, Ontario, Canada
Manage the collateral management and reporting component of an assigned portfolio of Asset Based Lending (ABL) accounts.
Ensure daily monitoring of client loan positions, identifying trends and notifying Portfolio Management of any deterioration.
Identify and be alert for revenue opportunities that can be taken to Portfolio Management for consideration.
Assist Portfolio Management and Associates with adhoc requests as needed.
Submit and approve administrative electronic transaction requests and monitor receipt of reporting requirements for ABL and non-ABL borrowing clients.
Monitor client’s compliance to the terms and conditions of loan and other agreements, ensuring client is operating within ABL requirements.
Lending Support Administrator Jobs
By Aplin At Winnipeg, Manitoba, Canada
Four years experience working in a lending or lending support role.
Previous experience working in a financial institution, Commercial Banking preferred.
Administer and review the accuracy of all security and loan parameters.
Preparation and dispatch of solicitor’s instruction packages.
Fund and payout commercial loans as required.
Understand and apply back-office credit operating policies and procedures.
Fuctional Analyst-Commercial Lending Jobs
By Emonics LLC At Toronto, Ontario, Canada
• 2-4 year of experience into Lending Servicing Operations
• Basic MS Office knowledge
• Knowledge of MS Office
• Good to have experience with Banks/NBFCs/BPO
Graduate (Preferably Bachelor of Commerce)
• Process Bilateral/Syndicate (Agency Administration/Participated Loans) Commercial Loans Servicing transactions within the agreed timelines & accuracy
Product Manager, Retail And Lending Services
By IC Savings At Etobicoke, Ontario, Canada
Degree or diploma in business, management, marketing, similar discipline, or equivalent experience
Current knowledge of Information Technology offerings and trends pertaining to financial services
Collaborative work style with the ability to build rapport and partner effectively with senior management, cross-functional teams, and subject matter experts
Manage project costs and budgets
Develop strong key relationships with internal and external partners and stakeholders using strong communication and diplomacy skills
Knowledge of current financial markets, products, and services, understanding the market, economic and regulatory forces that influence them
Senior Analyst, Commercial Lending
By Home Trust Company At Toronto, Ontario, Canada
Strong organizational, time-management and analytical skills to work effectively within established guidelines
Assist in the management of CMHC / CMB allocation targets and limits with a goal to maximize capacity usage and revenues.
Maintain a high level of knowledge of the industry, competition and market trends.
Strong knowledge of MS Office, especially Excel
Assist in the collection and review of necessary due diligence items and the presentation of investment proposals within required timelines.
Collaborate with the Underwriting team to ensure service quality and timely funding is achieved to client expectations.
Associate - Securities Lending Operations
By Wealthsimple At Toronto, Ontario, Canada

In this role, you will: ● Join the Operations team, and work directly with our Manager, Securities Lending Operations and other Operations Associates to execute on daily securities lending processes. ...

Project Manager, Lending Operations (Temporary Role/Mat. Leave)
By Financeit At Toronto, Ontario, Canada
6+ years of experience in Project Management
Strategic thinking, strong leadership and project management skills to establish project objectives, build work plans and deliver results
Knowledge of operational risk, and risk management principles is an asset
Minimum of 3 years' practical experience in the Financial Services industry
Working knowledge of personal credit lending practices is preferred
Experience leading projects with a Client First Vision
Income Lending Administration, Ms Excel
By Procom At Toronto, Ontario, Canada
1-2 years of work experience
Accounting background or Lending experience
Income Lending Administration - MS Excel – Mandatory Skills
Responsible for handling end to end process of SL (Service Lending) income desk
Borrowers are obligated to remit income entitlement for all lending activity on entitlement date which aligns with payment to the lenders
Collection of un-tracked lending activity supports the Income department who ensure underlying client's entitlements are posted on entitlement date
Manager, Credit Analyst - Lending Operations 
By Compunnel Inc. At Waterloo, Ontario, Canada
Account Manager – Manage portfolio.
Min. 10 years, lending experience. Within Canadian /USA.
Strong computer skills (i.e.: excel, word, amortization table modelling)
Strong interpersonal skills and client centric perspective
Analytical skills, commercial lending skills
Excellent written and verbal communication skills (French is good to have)
Commercial Lending Specialist - Loan Iq
By Bull IT Services At Toronto, Ontario, Canada
Prepares weekly and monthly commercial lending reports to submit to management.
Reviews commercial loans procedures on a routine basis; recommends any necessary updates or revisions.
Oversees commercial lending process, ensuring that loan packages are properly filed with appropriate signatures, disclosures, credit authority, and supporting documentation.
Reviews loan packages that include long-term credit provisions to ensure that adequate safeguards are included.
Prepares and authorizes necessary lending documentation including settlement sheets, vouchers, and general ledger entries.
Approves expenses associated with processing loans such as appraisals, property searches, recordings, and title insurance costs.
Financial Ba (Trading/Lending/Loans)
By BCforward At Mississauga, Ontario, Canada
• Experience with data management programs
• 10+ years’ experience in a related technology/business role
• Experience in delivering technology solutions
• Knowledge of various financial industry regulatory landscape
• Excellent documentation, analytical and process-based skills to produce process flow diagrams, business analysis, and functional design.
• Proficiency in MS Office (Word, Excel, Visio, PowerPoint) with extensive experience using Excel for data analysis
Financial Ba With Trading/Lending/Loans
By BCforward At Mississauga, Ontario, Canada
• Experience with data management programs
• 10+ years’ experience in a related technology/business role
• Experience in delivering technology solutions
• Knowledge of various financial industry regulatory landscape
• Excellent documentation, analytical and process-based skills to produce process flow diagrams, business analysis, and functional design.
• Proficiency in MS Office (Word, Excel, Visio, PowerPoint) with extensive experience using Excel for data analysis
Manager, Securities Lending And Finance
By Questrade Financial Group At North York, Ontario, Canada
Manage all operational tasks for both Securities Finance and Securities Lending desks including oversight of Process Outsourcing
What’s it like working as a Manager, Securities Lending and Finance at Questrade?
So are YOU our next Manager, Securities Lending and Finance? You are if you have…
✔ Proven Analytical And Reconciliation Skills And Experience
Competitive compensation and benefits packages
Initiate and coordinate project initiatives with partners in Operations, Technology, Finance, Risk, Trading and Compliance
Mortgage Underwriter, Lending Jobs
By Neo Financial At Calgary, Alberta, Canada
You're highly organized with exceptional time management capabilities
Execute skilled and clear communication with borrowers to ensure their understanding of the mortgage process, expectations and documentation required
Utilize a hands-on approach and problem-solving skills to make prudent decisions on complex mortgage files
Work with Credit Manager on complex files where standard lending solutions have been exhausted and you need support
Develop proficiency in the functionality and features of products, services, tools, technology, and Salesforce CRM capabilities
You have 2 years of previous experience in the mortgage lending industry
Documents Review/ Lending Specialist – Bilingual
By BeachHead At Toronto, Ontario, Canada
Specialized knowledge from education and/or business experience
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Participates in deal closing events to ensure conditions and funding requirements have been met.
Manages customer documentation to ensure that records are maintained in a proper manner.
Develops knowledge around a customer’s business, industry, and market in an effort to better serve their needs.
2 years or more working experience in a Bank or customer service type role

Are you looking for an exciting opportunity to use your financial expertise to help people achieve their dreams? Join our team as a Lending Specialist and help our customers make their financial dreams come true!

A Lending Specialist is a professional who works in the financial services industry and specializes in providing loans to individuals and businesses. They are responsible for assessing loan applications, determining the creditworthiness of borrowers, and providing advice on loan products and services.

What is Lending Specialist Skills Required?

• Excellent customer service and communication skills
• Knowledge of banking and lending regulations
• Ability to analyze financial data and credit reports
• Proficiency in using loan origination software
• Strong organizational and problem-solving skills

What is Lending Specialist Qualifications?

• Bachelor’s degree in finance, accounting, or a related field
• Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Previous experience in banking or lending

What is Lending Specialist Knowledge?

• Knowledge of banking and lending regulations
• Understanding of loan products and services
• Familiarity with loan origination software
• Understanding of financial data and credit reports

What is Lending Specialist Experience?

• Previous experience in banking or lending
• Experience in customer service or sales

What is Lending Specialist Responsibilities?

• Assess loan applications and determine creditworthiness of borrowers
• Provide advice on loan products and services
• Negotiate loan terms and conditions
• Prepare loan