Teams at BMO

Builds and manages referral networks to generate mortgage business and increase home-financing sales. Identifies sales, cross-sell, and referral opportunities; develops marketing initiatives; guides customers through mortgage applications and processing; coordinates with branch teams; resolves issues; ensures compliant documentation and timely funding. The role also provides customer advice, analyzes business information, supports strategic initiatives, and maintains strong relationships across the real estate and banking sectors.

Builds and manages referral networks to generate mortgage business and grow home-financing market share. Identifies sales, cross-sell, and referral opportunities; develops marketing initiatives; guides customers through mortgage applications and processing; partners with branch teams; ensures compliant documentation and timely funding; resolves issues; analyzes data and prepares reports. Provides expert mortgage advice, customer service, and relationship management while following regulatory and risk-management requirements.

Supports user acceptance testing, release readiness, defect investigation, regression testing, and frontline support for Commercial Lending technology systems. Translates requirements into UAT scenarios, executes testing, documents evidence and defects, troubleshoots user issues, coordinates resolutions with business and technology partners, and communicates risks, workarounds, and next steps. The role also contributes to knowledge resources, stakeholder collaboration, and consistent testing and support practices.