Build mortgage lending relationships with BMO through referral development, sales programs, and customer-focused home financing guidance. This commission-based role supports customers through applications.
The Mortgage Specialist cultivates referral networks, identifies sales opportunities, and increases BMO's home financing business. You will guide customers through mortgage applications, collaborate with branch teams, and refer broader banking needs. The work includes marketing initiatives, reporting, documentation, and regulatory compliance.
Key Responsibilities:
- Build referral networks generating mortgage business and originations
- Guide customers through mortgage applications and processing activities
- Implement targeted marketing programs, promotions, and initiatives
- Partner with branches to finalize documentation and referrals
- Document opportunities, transactions, issues, and application updates
Requirements:
- Typically three to five years of relevant experience
- Post-secondary degree or equivalent education and experience
- In-depth mortgage lending and regulatory requirements knowledge
- Robust sales, negotiation, interpersonal, and customer service skills
- In-depth analytical, communication, collaboration, and problem-solving skills
Bring mortgage expertise, relationship sales, and customer advocacy to BMO's home financing business and referral network.