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Mortgage Specialist
4 weeks ago
Becoming a BMO Mortgage Specialist can offer you the opportunity to help customers achieve their dream of homeownership.
- Cultivate, build, and manage relationships with a referral network to generate new mortgage business and increase BMO's share of the home financing market.
- Proactively contact referral and origination sources to discuss home financing solutions.
- Assist with implementing targeted marketing programs and promotions.
- Search for cross-sell and up-sell opportunities to position to the branch for individual sales and profitability goals.
- Proactively contact referral and origination sources identified through national partnerships or created locally to lead discussions about home financing solutions.
- Assist with implementing targeted marketing programs, promotions, and other initiatives.
- Actively search for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
- Support the delivery of targeted marketing programs, promotions, and other initiatives.
- Seek opportunities to expand the network by obtaining referrals and originations from existing relationships.
- Establish and enhance the Bank's community presence by participating in trade shows, conferences, and related events.
- Serve as a customer advocate during application and processing activities.
- Deliver exceptional customer service that builds trust through expertise, responsive service, and support.
- Guide customers throughout the mortgage application and processing activities.
- Partner with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
- Resolve or escalate issues to meet customer expectations and ensure funds are advanced in a timely manner.
- Typically between 3 - 5 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
- In-depth understanding of the mortgage lending process and applicable regulatory requirements.
- Strong interpersonal, sales, customer service, and negotiation skills.
- Expert knowledge of self-management and teamwork, personal lending, relationship sales, and management.
- Functional knowledge of personal banking, investments, trust services, business, and commercial lending, and cash management.
- Strong knowledge of the broader real estate industry and mortgage market.
