Build mortgage business through referral networks and customer guidance as a BMO Mortgage Specialist at 180 Sandalwood Pkwy, Units 2,3. Apply sales expertise and relationship management daily.
This Retail Banking Sales & Service role cultivates referral relationships, identifies home financing opportunities, and supports customers through mortgage applications. You will develop marketing programs, pursue cross-sell opportunities, and partner with branch teams. The position also requires compliance with policies, regulations, and risk management requirements.
Key Responsibilities:
- Build referral networks generating mortgage business and originations
- Guide customers through mortgage applications and processing
- Develop marketing and sales programs supporting business results
- Partner with branches to finalize mortgage documentation
- Resolve or escalate issues for timely funding
Requirements:
- Knowledge of mortgage products, services, and regulatory requirements
- Ability to cultivate solid referral and community relationships
- Ability to analyze information and recommend solutions
- Sound judgment within policies and approved risk appetite
- Ability to work mostly independently
Use mortgage expertise, sales development, and responsive customer service to expand BMO home financing relationships and results.