Mortgage Specialist Associate

Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements. Inputs and mitigates credit applications in coordination with internal partners and customers to facilitate smooth fulfillment and ensure documentation meets stipulated terms and conditions.Monitors approved home financing applications to coordinate collection of all required documentation.Contacts BMO colleagues where required to discuss any terms and conditions where the documentation provided is unacceptable and/or to obtain any missing documentation.Provides administrative support by maintaining a database of third party referral sources and customers including development and maintenance of a marketing calendar.Ensures third party referral sources are kept aware of the latest BMO offers and news including preparing and sending updated rate sheets.Provides marketing, event coordination, and general administrative support to assist the Mortgage Specialist in effectively maintaining positive and ongoing contact with their broader referral network.Completes pre- and post- sales activities that support business and market share growth.Understands customer needs to offer financial solutions that meet customer goals.Receives and fulfils approved home and/or investment financing applications to provide accurate and efficient credit and administrative support.