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.
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)

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