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Mortgage Specialist

2 months ago


Ottawa, Ontario, Canada BMO Full time
About the Role

BMO is seeking a highly skilled and motivated Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.

Key Responsibilities
  • Develop and maintain a strong network of referral partners to generate new business opportunities and increase BMO's market share.
  • Identify and pursue sales opportunities to drive business results and achieve individual sales and profitability goals.
  • Collaborate with branch teams to provide exceptional customer service, guide customers through the mortgage application process, and ensure timely completion of mortgage documentation.
  • Stay up-to-date with industry trends, regulatory requirements, and best practices to provide expert advice and guidance to customers.
  • Develop and execute effective marketing and sales programs to drive business results and achieve individual sales and profitability goals.
Requirements
  • Typically 3-5 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • 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.
  • Strong negotiation skills.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem-solving skills - In-depth.
  • Influence skills - In-depth.
About BMO

BMO is a leading financial institution committed to helping our customers achieve their financial goals. We offer a comprehensive range of financial products and services, including personal and commercial banking, wealth management, and investment banking. Our team is dedicated to providing exceptional customer service and support to help our customers succeed.