Understand client needs and provide sales and credit services related to loans for BMO clients or prospects.
Advise clients on borrowing strategies and products that meet their goals.
Perform sales and service activities for the client in accordance with approved procedures.
BMO is driven by a common purpose: To have the courage to make a difference in life, as in business. As the eighth largest bank in North America by assets, they provide personal and commercial banking, wealth management, and investment services to over 12 million customers.
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.
Guide borrowers through the mortgage loan process, ensuring compliance and providing necessary documentation.
Build referral relationships with top real estate agents, strengthening partnerships and expanding networks.
Drive fully integrated transactions by connecting customers, agents, and the loan process through Zillow’s platform.
Zillow Home Loans is revolutionizing the home financing experience as part of a dynamic and fast-growing FinTech company. The company helps reshape how consumers buy, sell, and finance homes in a collaborative and high-energy environment with a team of innovators and problem solvers.
Manage individual pipeline on a daily basis by completing Conventional loans.
Identify any document deficiencies, request additional information and/or documentation from Clients as needed.
Contact clients to provide updates and clarification on outstanding conditions and deficiencies identified on loans
AmeriHome Mortgage is a Western Alliance Bank company, which is a wholly owned subsidiary of Western Alliance Bancorporation. Western Alliance Bancorporation has more than $80 billion in assets and provides tailored commercial banking solutions and consumer products.
Execute outbound cold outreach to generate interest and convert prospects into active lending partners.
Host regular meetings and training sessions with loan officers to share updates and optimize use of Knock’s offerings.
Collaborate cross-functionally to deliver a seamless experience for our partners and their customers.
Knock is redefining the home buying and selling experience by providing a simpler way for people to navigate the journey between homes. They are a passionate team of industry experts with a people-first mindset and have been honored as one of Inc.’s Best Workplaces six times.
Acting as a mortgage originator for your own pipeline of loans
Maximizing lock and fund conversions for leads provided to you
Building relationships with your buyer’s realtors and keeping them informed throughout the transaction
Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. They leverage creative technology and innovation to make the home buying journey more approachable and understandable and home finance more affordable and accessible. They have funded over $100 billion in loans for their customers.