Proactively sell and promote financial solutions based on deep understanding of client needs.
Develop and maintain a consumer client base to facilitate direct sales.
Ensure efficient delivery of services to clients and direct business flow appropriately.
Jobgether is a company that uses an AI-powered matching process to ensure applications are reviewed quickly and fairly. They identify the top-fitting candidates and share this shortlist with the hiring company.
Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.
Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.
Provide assistance across phone, email, and chat channels.
Guide users through account needs and resolve issues efficiently.
Collaborate with internal teams to ensure seamless support.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.
Support mortgage quality review to verify vendor's underwriting practice following BMO’s requirements.
Execute work and audit files to ensure timely, accurate, and efficient service delivery.
Analyze root causes of any errors discovered during underwriting to provide for effective communication and coaching.
BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life, offering personal and commercial banking, wealth management and investment services.