Mortgage Business Developer

1 month ago

Toronto, Ontario, Canada Bank of Montreal Full time
Mortgage Consultant Job Description

We are seeking a skilled Mortgage Consultant to join our team at Bank of Montreal. As a Mortgage Consultant, you will be responsible for cultivating and building relationships with a referral network to drive new mortgage business and increase our share of the home financing market.

Key Responsibilities:
  • Identify sales opportunities and refer to BMO colleagues as appropriate
  • Develop and execute effective marketing and sales programs to drive business results
  • Proactively contact referral and origination sources to discuss home financing solutions
  • Assist with the implementation of targeted marketing programs and promotions
  • Support the delivery of targeted marketing programs and promotions
  • Seek opportunities to expand network by obtaining referrals and originations from existing relationships
  • Establish and enhance the Bank's community presence through trade shows and events
  • Guide customers throughout mortgage application and processing activities
  • Partner with branch teams to finalize mortgage documentation and refer customers with non-mortgage needs
  • Provide customers with friendly, courteous, and professional service in response to queries and requests
Requirements:
  • Typically between 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
  • 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

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