Mortgage Specialist

1 week ago

Kelowna, British Columbia, Canada BMO Financial Group Full time
1875 Dilworth Drive Kelowna British Columbia,V1Y 9T1

At BMO, we are PURPOSEfully different and proud of it.

To meet our goal as the fastest growing retail bank in Canada we need a team of passionate Mortgage Specialists who are entrepreneurial minded and excited to grow their business with us.

If you are looking to take your career to the next level this is the time to join our team.


At BMO we offer a range of new initiatives and exclusive external referral partnerships to help you achieve your very best.

You'll get to know our business quickly, working with incredible leadership support to help you realize your maximum earning potential.

You will work with a dynamic team where your voice matters and your potential will always be recognized.

Our model enables you to deliver your best today while cultivating the local referral relationships that will allow you to thrive tomorrow.

The industry is changing and we would love to talk to you about how we are differentiating our value proposition every day.


At BMO you will be rewarded with an industry leading progressive pay for performance compensation structure which includes competitive benefits and bonus opportunities.

You will work collaboratively with our credit team to ensure customers are informed of decisions quickly and be a part of a bank with an exciting "open for business" mindset.

Together we can boldly grow the good in business and life.


Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market.

Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.

  • Actively searches for sales opportunities to achieve individual sales and profitability goals.
  • Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank's mortgage growth and profitability objectives.
  • Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
  • Seeks opportunities to expand network by obtaining referrals from existing relationships.
  • Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.
  • Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.
  • Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
  • Organizes customer appreciation events, seminars, and conference calls.
  • Partners with branch teams to properly hand off customers to finalize mortgage documentation.
  • Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.
  • Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provides advice and guidance to assigned business/group on implementation of solutions.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Helps determine business priorities and best sequence for execution of business / group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
  • Analyzes data and information to provide insights and recommendations.
  • Gathers and formats data into regular and adhoc reports and dashboards.
  • Provides input into the planning and implementation of operational programs.
  • Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.
  • Sells real estate lending and insurance products and identifies and initiates crosssell opportunities and referrals in the best interest of the customer.
  • Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.
  • Participates in projects and other activities designed to improve the customer experience.
  • Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.
  • Completes all necessary transactional documentation in compliance with security measure

  • Mobile Mortgage Specialist

    1 week ago

    Kelowna, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : Kelowna, BC Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring...

  • Field Inventory Specialist

    3 weeks ago

    West Kelowna, British Columbia, Canada Douglas Guardian Full time

    Salary: $17.50/hr plus mileageDo you enjoy the flexibility to set your own schedule? Then this steady part time position may be the opportunity for you.This job is well suited to recent retirees and shift workers looking to supplement their income however all are welcome to apply.The job requires employees to travel to buisness locations within 300 kms using...

  • Field Inventory Specialist

    1 month ago

    West Kelowna, British Columbia, Canada Douglas Guardian Full time

    Salary: $17.50/hr plus mileageDo you enjoy the flexibility to set your own schedule? Then this steady part time position may be the opportunity for you.This job is well suited to recent retirees and shift workers looking to supplement their income however all are welcome to apply.The job requires employees to travel to buisness locations within 300 kms using...

  • Commercial Insurance Advisor

    1 week ago

    Kelowna, British Columbia, Canada Interior Savings Full time

    Commercial Insurance Advisor - Agricultural Specialist Job Category: Insurance Services Requisition Number: COMME002250 Apply now Posted : May 13, 2024 Full-Time Locations Showing 1 location Join the Interior Savings Commercial Insurance Team Looking for a change? Wanting to advance your career in Commercial Insurance? We are searching for an...

  • Mortgage Specialist

    3 weeks ago

    Kelowna, Canada BMO Financial Group Full time

    1875 Dilworth Drive Kelowna British Columbia,V1Y 9T1 At BMO, we are PURPOSEfully different and proud of it. To meet our goal as the fastest growing retail bank in Canada we need a team of passionate Mortgage Specialists who are entrepreneurial minded and excited to grow their business with us. If you are looking to take your career to the next level this is...

  • Mobile Mortgage Specialist

    1 month ago

    Kelowna, Canada Coast Capital Full time

    Location:  Kelowna  Job Type:  Full Time  myWork Options:  In-person, Hybrid Background Screening Requirement:   Enhanced Criminal Record Check Credit Check Identity Verification  Employment Verification References Why join our Mobile Mortgage team? This role gives you the flexibility you want along with a base pay and a...

  • Mobile Mortgage Specialist

    3 weeks ago

    Kelowna, Canada Coast Capital Full time

    Location:  Kelowna  Job Type:  Full Time  myWork Options:  In-person, Hybrid Background Screening Requirement:   Enhanced Criminal Record Check Credit Check Identity Verification  Employment Verification References Why join our Mobile Mortgage team? This role gives you the flexibility you want along with a base pay and a...

  • Regional Administrative Specialist

    2 months ago

    Kelowna, Canada Scotiabank Full time

    **Requisition ID**: 177739 **Cost Centre**: MD Management Limited We are committed to investing in our employees and helping you continue your career at Scotiabank. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our...

  • Commercial Insurance Advisor

    1 month ago

    Kelowna, Canada Interior Savings Full time

    Commercial Insurance Advisor - Agricultural Specialist Job Category: Insurance Services Requisition Number: COMME002250 Apply now Posted : May 13, 2024 Full-Time Locations Showing 1 location Join the Interior Savings Commercial Insurance Team! Looking for a change? Wanting to advance your career in Commercial Insurance? We are searching for an...

  • Commercial Insurance Advisor

    1 month ago

    Kelowna, Canada Interior Savings Full time

    Commercial Insurance Advisor - Agricultural Specialist Job Category: Insurance Services Requisition Number: COMME002250 Apply now Posted : May 13, 2024 Full-Time Locations Showing 1 location Join the Interior Savings Commercial Insurance Team! Looking for a change? Wanting to advance your career in Commercial Insurance? We are searching for an...

  • Commercial Insurance Advisor

    1 month ago

    Kelowna, Canada Interior Savings Full time

    Commercial Insurance Advisor - Agricultural Specialist Job Category: Insurance Services Requisition Number: COMME002250 Apply now Posted : May 13, 2024 Full-Time Locations Showing 1 location Join the Interior Savings Commercial Insurance Team! Looking for a change? Wanting to advance your career in Commercial Insurance? We are searching for an...

  • Mobile Mortgage Specialist

    3 days ago

    Kelowna, Canada TD Bank Full time

    **Work Location**: Kelowna, British Columbia, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: **Kelowna, BC** **Who We Are**: **TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences...

  • Personal Banker

    2 weeks ago

    Kelowna, Canada HSBC Full time

    Opening up a world of opportunity. HSBC is a financial services organization serving more than 39 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of new opportunities...