Lending Specialist
BMO Financial Group
- Managed credit risk and ensured compliance by assessing and approving credit in strict adherence to lending policies and regulations. This involved comprehensive analysis of credit reports, financial statements, and other relevant data to evaluate risk effectively.
- Contributed to sound credit decision-making by thoroughly researching and investigating lending applications, ensuring all approvals and denials of credit applications aligned with established lending qualifications and risk management policies.
- Provided expert guidance and fostered client relationships by offering personalized advice on banking and borrowing solutions, consistently prioritizing customer best interests and deeply understanding individual needs.
- Maintained rigorous regulatory compliance across all operations, including Anti-Money Laundering (AML), Terrorist Financing reporting, FCAC consumer provisions, and the Privacy Act, proactively identifying and reporting suspicious activities to mitigate risk.
- Designed and implemented a program to optimize the new hire onboarding journey, providing critical feedback that improved the standard hiring process efficiency.
- Orchestrated a training initiative for 15 new employees, empowering them to contribute effectively and efficiently; managed weekly performance tracking with detailed reports for both new hires and senior leads, ensuring transparent progress monitoring.
