Build trusted home financing relationships with BMO customers through responsive service, sales programs, and referral network development.
This Mortgage Specialist role focuses on cultivating referral sources, creating partnerships, and increasing mortgage originations for real estate lending clients. You will deliver guidance throughout application and processing activities while identifying broader banking needs. Success requires marketing execution, sound judgment, and attention to regulatory and operational requirements.
Key Responsibilities: Proactively contact referral and origination sources
Create local partnerships supporting home financing discussions
Deliver responsive service that builds customer trust
Refer banking needs to appropriate BMO partners
Participate in trade shows and related events
Requirements: Ability to develop and manage referral networks
Knowledge of consumer needs and industry trends
Ability to address and escalate service issues
Ability to document customer chance updates accurately
Ability to complete transactions within established guidelines
Use home financing knowledge, customer service, and partnership development to create mortgage referrals and support BMO customers.
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📌 Home Financing Relationship Specialist (Nova Scotia)
🏢 BMO
📍 Nova Scotia
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