Build mortgage business through referral relationships and customer service as a Mortgage Specialist Associate at BMO, located at 297 King Street East.
This Retail Banking Sales & Service role supports mortgage and investment financing applications while developing referral networks. You will identify sales opportunities, coordinate documentation, and provide financial solutions aligned with customer goals. The position also supports marketing programs and mortgage business growth.
Key Responsibilities: Build referral relationships that generate mortgage business
Coordinate documentation for approved financing applications
Monitor applications and escalate approval or turnaround issues
Maintain referral databases, marketing calendars, and rate sheets
Deliver responsive service and resolve customer issues
Requirements: One to two years of relevant experience typically required
Working knowledge of personal lending and mortgage products
Good relationship management and communication skills
Valuable organization, collaboration, and analytical problem solving
Basic strategic influencing and negotiation skills
Apply mortgage knowledge, relationship management, and analytical skills while supporting BMO customers and financing applications effectively.
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📌 Mortgage Sales Associate BMO (Ontario)
🏢 BMO
📍 Ontario