Mortgage Specialist Associate
Core
Cultivates referral networks to build a pipeline of new mortgage business and provides credit/administrative support for home financing applications.
Role type
Associate mortgage specialist (sales & operations)
Builds
Mortgage loan pipeline and credit application fulfillment for BMO customers
Domain
Retail Banking / Mortgage Lending
Required skills
Relationship management, credit application processing, marketing program execution, data analysis, regulatory compliance, customer service, risk management
Preferred skills
Certification in related field, working knowledge of personal lending and mortgage products
Technologies
Internal banking systems, database management tools
Responsibilities
Engage with referral network to generate mortgage originations, input and mitigate credit applications, monitor approved applications for documentation, provide administrative support for marketing calendars, resolve customer service issues, analyze data for insights, execute routine transactions within service level agreements
Seniority
Junior, entry-level associate