Personal Lending Qualified - Home Equity (2024)

Personal Lending Qualified - Home Equity (2024)

Issued by BMO

Recognizes bankers who are qualified in personal lending and are experienced in having holistic customer conversations to align the right lending solutions to meet customers’ needs. Recipients of this badge are experts in processing home equity applications accurately which results in better customer experiences and helping customers make real financial progress.

Skills

  • Application Submittals
  • Personal Lending Expertise
  • Relationship Manager
  • Uncovering Personal Lending Needs

Earning Criteria

  • The badge is designated to bankers who have demonstrated consistent customer conversations and application submittals. Badge recipients have also received qualification approval from their managers to ensure the banker meets the standards of the program.