Jared Lucas
Private Mortgage Banker - Construction to Perm / IO / Jumbo Specialist
- Role
- Private Mortgage Banker at BMO Wealth Management - U.S.
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Experience
Private Mortgage Banker
Feb 2026 — Present
Private Mortgage Banker at BMO delivering strategic, high-performance financing solutions. I specialize in jumbo loans, portfolio lending, interest only, construction financing, and equity optimization which are structured to win in competitive markets. My focus is simple: close complex deals, create leverage, and drive results.
Education
Occidental College
Economics for Business & Management
1998 — 2002
California State University, Long Beach
Master of Business Administration - MBA, Business Administration and Management, General
California State University-Long Beach - College of Business
MBA
2007 — 2009
Skills
- Talent Acquisition
- Business Relationship Management
- Credit
- Cross Selling
- Credit Analysis
- Loans
- Mortgage Lending
- Finance
- Small Business Lending
- Leadership
- Relationship Management
- Management
- Team Building
- Consumer Lending
- Mortgage Banking
- Banking
- Sales
- Refinance
- Loan Origination
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