Provides corporate cards sales and service to BMO customers or prospects, advising on corporate card strategies and products. Manages inbound customer service requests and electronic tickets within service level timeframes. Maintains current knowledge of personal banking and credit card industries, practices, and trends. Completes complex tasks and analyzes issues to determine next steps, adhering to compliance requirements.
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As a Mortgage Underwriter, you will review documentation and underwrite deals from across the country, working with the Mortgage Sales team and third-party brokers to find effective solutions for customers, enabling Neo to deliver financing products and an exceptional customer experience in a fast-paced environment.
This is not your typical desk job; as a Mobile Lending Specialist, you’ll be on the move meeting customers where it suits them best, delivering tailored financial solutions with a personal touch. You’ll build strong networks across greater Brisbane, take initiative in generating leads across lending, and play a key role in driving business success in your designated region.
Communicate with clients about the mortgage approval process, qualifications, and programs. Coordinate with our team to complete loan files. Manage a client database to generate applications— no cold calling required. Attend weekly team trainings and participate in a variety of industry education sessions. Learn the full mortgage process from lead to close in a supportive, low-pressure environment.