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Lending Specialist

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Bank of Montreal
πŸ“ calgary, Canada
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Location calgary
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Posted June 08, 2026
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Commute Local Area
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Job Description

Application Deadline:06/07/2026Address:525 8th Ave SW East TowerJob Family Group:Wealth Sales & ServiceProvides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits.Prepares new business proposals or presentations to clients/prospects.Participates in activities for client meetings and account opening documentation.Assists with the development of client communications as required.Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.Ensures ...

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πŸ“ Location Details

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City
calgary
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Country
Canada
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Commute
Local Area

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