Use mortgage renewal expertise and customer conversations to support BMO clients through Eastern-hours schedules and rotating Saturdays. Help retain relationships through informed financing guidance.
As a Mortgage Renewal Sales Specialist, you provide expert advice on renewal, financing needs, products, and solutions. You drive inbound and outbound sales conversations, explore home financing options, and support desired customer experiences. The work includes transactional service, referrals, pricing discussions, documentation, and escalation handling.
Key Responsibilities: Drive inbound and outbound mortgage renewal sales conversations
Probe customer needs across renewal and financing options
Negotiate home financing pricing for profitable transactions
Manage transactions or refer customers to appropriate groups
Maintain accurate documentation and confidential information
Requirements: Two to three years relevant experience or related certification preferred
Knowledge of personal lending and home financing products
Knowledge of contact centre processes, technology, and metrics
Good verbal, written, organizational, and collaboration skills
Valuable analytical and problem-solving skills
Bring mortgage renewal knowledge, consultative sales, and analytical skills to BMO’s customer financing conversations and service processes.