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Mortgage Specialist

2 months ago


Burlington, Ontario, 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 homeownership.

Key Responsibilities
  • Develop and execute effective marketing and sales strategies to drive business results.
  • Cultivate and maintain relationships with a referral network to build a pipeline of new mortgage business.
  • Actively identify sales opportunities and refer to BMO colleagues as appropriate.
  • Provide exceptional customer service, building 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.
  • Stay abreast of consumer needs, industry trends, best practices, and regulatory requirements for mortgage products and services.
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.
  • 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 & 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 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.