Lending Specialist

Bank of Montreal
📍 calgary, ab, Canada 💼 Full-time 🕒 Posted June 01, 2026

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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Job Details

  • Location calgary, ab
  • Job Type Full-time
  • Category Finance
  • Posted Date June 01, 2026
  • Application Deadline July 11, 2026