Mortgage Loan Specialist

1 week ago


Windsor, Ontario, Canada BMO Full time
About the Role

We are seeking a highly skilled Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will be responsible for cultivating 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
  1. Proactively contact referral and origination sources to discuss home financing solutions.
  2. Assist with the implementation of targeted marketing programs, promotions, and other initiatives.
  3. Search for cross-sell and up-sell opportunities to position to the branch to achieve individual sales and profitability goals.
  4. Support the delivery of targeted marketing programs, promotions, and other initiatives.
  5. Seek opportunities to expand the network by obtaining referrals and originations from existing relationships.
  6. Establish and enhance the Bank's community presence by participating in trade shows, conferences, and related events.
  7. Serve as a customer advocate during application and processing activities.
  8. Complete onboarding activities as required.
  9. Deliver exceptional customer service that builds trust through expertise, responsive service, and support.
Requirements
  • Typically between 3 - 5 years of relevant experience and post-secondary degree in 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.
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.



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