Mortgage Specialist

4 days ago


Nanaimo, British Columbia, Canada BMO Full time
About the Role

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 by providing expert guidance and support throughout the mortgage application process.

Key Responsibilities
  • Build and maintain relationships with a network of referral sources to generate new mortgage business and increase BMO's share of the home financing market.
  • Identify sales opportunities and refer them to BMO colleagues as appropriate.
  • Develop and execute effective marketing and sales programs to drive business results.
  • Adhere to audit, regulatory, and compliance policies and follow all standard processes and procedures.
Requirements
  • Typically between 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.
  • 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.
  • Strong negotiation skills.
  • Specialized knowledge from education and/or business experience.
  • Verbal and written communication skills - in-depth.
  • Collaboration and team skills - in-depth.
  • Analytical and problem-solving skills - in-depth.
  • Influence skills - in-depth.
About BMO

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.

To find out more, visit us at https://www.bmo.com.



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