Support BMO customers through mortgage processing at 31 Rexdale Blvd, combining responsive service with lending and regulatory expertise.
This Mortgage Specialist serves as a customer advocate from application through processing and funding. You will document opportunity status, coordinate handoffs with branch teams, and address service issues within established parameters. The role also provides guidance on banking products and refers non-mortgage needs to BMO partners.
Key Responsibilities: Deliver responsive service throughout mortgage application activities
Document customer opportunities, transactions, and outstanding issues
Coordinate branch handoffs and mortgage documentation completion
Refer customers to suitable banking product partners
Escalate complex matters for effective resolution
Requirements: Three to five years of relevant experience
Post-secondary education or equivalent professional background
In-depth knowledge of mortgage lending requirements
Solid analytical, problem-solving, influence, and collaboration skills
Functional knowledge of banking, investments, and lending
Bring customer advocacy, mortgage processing, and banking knowledge to deliver accurate, compliant service for BMO customers.
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📌 Mortgage Advisor Customer Service (Ontario)
🏢 BMO
📍 Ontario