Build mortgage referral relationships at BMO using strong sales, interpersonal, and negotiation skills. Support customers and partners throughout home financing applications and processing.
This Mortgage Specialist cultivates referral networks, creates partnership discussions, and develops mortgage business for BMO. You identify cross-sell opportunities, deliver marketing initiatives, and serve as a customer advocate. Your work includes regulatory compliance, issue resolution, documentation, and collaboration with branch teams.
Key Responsibilities: Engage referral sources to generate mortgage originations
Expand networks through existing customer relationships
Identify cross-sell and up-sell opportunities
Represent BMO at trade shows and conferences
Document prospect and transaction updates internally
Requirements: Three to five years of relevant experience
Related post-secondary degree or equivalent experience
Strong interpersonal, sales, and negotiation skills
Broader real estate and mortgage market knowledge
French and English fluency for client support
Use relationship sales, mortgage expertise, and responsive service to develop BMO’s home financing pipeline.