Personal Lending Specialist
Core
Provides credit and lending-related sales and service to BMO customers, advising on borrowing strategies and managing transactional outcomes.
Role type
Personal Lending Specialist (Retail Banking)
Builds
Personal banking and lending products for individual customers
Domain
Financial Services / Personal Lending
Required skills
Personal lending knowledge, Home financing knowledge, Contact centre operational processes, Call centre technology, Credit decisioning, Regulatory compliance (AML/FCAC/Privacy), Risk management
Preferred skills
Term Investment qualification, Analytical skills, Problem solving
Technologies
Call centre technology
Responsibilities
Advises customers on borrowing strategies, Manages transactional outcomes of customer contacts, Performs required documentation for customer requests, Researches and investigates lending applications, Identifies and reports suspicious activity related to money laundering, Makes credit decisions in compliance with bank policy
Seniority
Mid-level (2-3 years experience)