Mortgage Specialist
2 months ago
BMO is seeking a highly skilled 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.
Key Responsibilities- Develop and execute effective marketing and sales programs to drive business results.
- Cultivate, build, and manage relationships with a third-party network of referral sources to build a pipeline of new mortgage business.
- Actively identify sales opportunities and refer to BMO colleagues as appropriate.
- Provide exceptional customer service that builds trust through expertise, responsive service, and support.
- Participate in projects and other activities designed to improve the customer experience.
- Collaborate with branch teams to properly hand off customers to finalize mortgage documentation.
- 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 related field of study or an equivalent combination of education and experience.
- Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.
- 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.
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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