Turn referral relationships into mortgage business with BMO at 288 rue Saint-Georges, applying sales expertise and robust customer service skills. Guide financing needs.
As a Mortgage Specialist, you will develop partnerships, execute marketing programs, and grow BMO’s home financing market share. The work combines prospecting, relationship management, mortgage guidance, and referrals to banking partners. You will also document opportunities, analyze information, and complete compliant transactions.
Key Responsibilities: Manage referral relationships and expand mortgage origination networks
Execute marketing and sales programs driving business results
Contact partnership sources about home financing solutions
Advocate for customers during applications and processing
Record opportunity and transaction updates in internal systems
Requirements: Typically three to five years of relevant experience
Related post-secondary degree or equivalent combination
Strong knowledge of real estate and mortgage markets
Expertise in personal lending and relationship management
In-depth influence and analytical problem-solving skills
Apply referral development, mortgage knowledge, and relationship management to grow BMO financing opportunities and serve customers.