Mortgage Advisor Customer Service
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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
- Strong 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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