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Real Estate Lending Expert

1 week ago

Newmarket, Ontario, Canada BMO Financial Full time
About the Role:

We are seeking an experienced Mortgage Specialist to join our team at BMO Financial Group. The successful candidate will be responsible for cultivating, building, and managing relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Key responsibilities include:

  • Proactively contact referral and origination sources identified through national partnerships and local partnerships to discuss home financing solutions.
  • Assist with implementing targeted marketing programs, promotions, and other initiatives.
  • Search for cross-sell and up-sell opportunities to position for individual sales and profitability goals.
  • Support delivery of targeted marketing programs, promotions, and other initiatives.
  • Seek opportunities to expand the network by obtaining referrals and originations from existing relationships.


Requirements:

To succeed in this role, you will require:

  • 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.
  • 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.