Mortgage Specialist

2 weeks ago

Ottawa, Ontario, Canada BMO Financial Group Full time
1381 Woodroffe Avenue Ottawa Ontario,K2G 1V7

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 BMOs 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 Banks 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 Banks 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 BMOs 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 measures.
  • Ensures adherenc

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