Mortgage Specialist Lead

2 weeks ago


VaudreuilDorion, Quebec, Canada BMO Financial Full time

About the Role

We are seeking a highly motivated and results-driven Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with a referral network to generate new mortgage business and increase BMO's share of the home financing market.

Your primary objective will be to proactively identify sales opportunities and refer them to BMO colleagues as appropriate. You will also be responsible for developing and executing effective marketing and sales programs to drive business results.

In this role, you will work closely with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs. You will also be responsible for resolving or escalating issues to meet customer expectations and ensuring funds are advanced in a timely manner.

To be successful in this role, you will need to possess strong interpersonal, sales, customer service, and negotiation skills. You will also need to have a thorough understanding of the mortgage lending process and applicable regulatory requirements.

You will have the opportunity to work independently and think creatively to propose new solutions. You will also be responsible for exercising judgment to identify, diagnose, and solve problems within given rules.

The ideal candidate will have 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.

  • Develops and executes effective marketing and sales programs to drive business results.
  • Cultivates and builds relationships with a referral network to generate new mortgage business and increase BMO's share of the home financing market.
  • Works closely with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
  • Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.


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