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The Mortgage Specialist will build and manage referral relationships to increase mortgage business, deliver exceptional customer service, and support marketing initiatives while ensuring compliance with corporate policies and regulations.

The Mortgage Specialist role involves building relationships to generate mortgage business, providing customer support through the application process, and executing marketing initiatives. Responsibilities include identifying sales opportunities, collaborating with branches, and analyzing data for business insights.

The role involves executing control testing for Data Governance and AI Governance, providing risk and control advisory, performing assessments, and supporting governance efforts.

The Senior Wealth Planning Consultant provides advanced financial planning and advice to HNW/UHNW clients, collaborates with Investment Advisors, and develops complex financial strategies to grow client asset levels and enhance business results.

The Senior Relationship Manager drives business development and manages key client relationships, overseeing credit approvals and deal structuring while ensuring exceptional service and compliance. They lead negotiations and cross-selling initiatives to increase profitability and client engagement, and deliver insights to senior leadership.

Manages client investment portfolios, creating strategies and financial plans. Drives new sales, builds relationships, and ensures compliance.

The Director of High Risk Portfolio Management oversees risk assessments and advisory support for deteriorating accounts, working with commercial banking teams to identify and mitigate risks, enhance portfolio monitoring, and ensure compliance with bank policies.

The Equity Research Associate analyzes publicly traded companies, conducts industry research, prepares financial models, and creates equity research reports.

The Wealth Planning Advisor provides financial planning expertise, collaborates with wealth professionals, and supports comprehensive wealth planning solutions across various financial strategies.

As a Mortgage Specialist at BMO, you will manage relationships with a referral network, identify sales opportunities, assist with marketing initiatives, and provide exceptional customer service throughout the mortgage application process.