Mortgage Assistant
BMO
Vaughan, Ontario, Canada
12d ago

Description

Location-Vaughan, Ontario

The Mortgage Specialist (MS) Assistant role is accountable to support BMO’s vision to be the bank that defines great customer experience and to further our strategy to having the most productive sales and distribution network in the country by providing top-

performing MS’s with customer oriented pre-sale service and administrative supports such as :

  • Liaising with third party referral sources providing them with updated rate sheets and marketing materials, and responding to all queries in a timely fashion
  • Booking customer appointments
  • Providing administrative support such as keying applications into the credit system, maintaining databases of client and third party referral contact information, and updating credit files to assist with the verification of terms and conditions
  • Organizing customer appreciation events
  • Identifying cross sell opportunities
  • Qualifications

  • Passion for helping customers
  • Strong Sales and service oriented with a demonstrated ability to proactively listen, identify sales opportunities and solve problems
  • Strong communication skills (over the telephone and in person)
  • Solid computer and multi-tasking skills
  • Strong collaboration skills
  • Education and Accreditation

  • Completed high school education, or equivalent work experience
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