Build mortgage business through relationship management and credit support at BMO, serving customers from 580 Avenue Saint-Charles. Apply communication and problem-solving skills.
As a Mortgage Specialist Associate, you will cultivate referral networks, identify sales opportunities, and support home financing applications. The position combines mortgage product knowledge, customer service, administrative coordination, and marketing support. You will work with BMO colleagues, customers, and referral sources to help fulfill financing applications accurately and efficiently.
Key Responsibilities:
- Manage referral relationships and build current mortgage business pipelines
- Coordinate documentation for approved home financing applications
- Maintain referral databases and marketing calendars
- Share BMO offers and rate sheets with referral sources
- Resolve or escalate customer service issues appropriately
Requirements:
- One to two years of relevant experience typically
- Working knowledge of personal lending and mortgage products
- Good relationship management and problem-solving skills
- Basic strategic influencing and negotiation skills
- Verbal and written communication skills
Support BMO mortgage growth with referral management, customer service, application coordination, and informed credit decisions.