Mortgage Relationship Specialist

3 days ago


Toronto, Ontario, Canada Bank of Montreal Full time

Overview

As a Mortgage Relationship Specialist at the Bank of Montreal, you will play a pivotal role in cultivating and maintaining relationships with referral networks to drive new mortgage business growth.

Salary

The estimated annual salary for this position is approximately $85,000 - $110,000, depending on location and experience.

Job Description

Key responsibilities include:

  • Proactively identifying sales opportunities and referring them to BMO colleagues as appropriate.
  • Developing and executing effective marketing and sales programs to drive business results.
  • Collaborating with branch teams to hand off customers, finalize mortgage documentation, and refer non-mortgage needs.
  • Providing exceptional customer service, addressing inquiries, and escalating complex matters.

Required Skills and Qualifications

To succeed in this role, you should have:

  • 3-5 years of relevant experience and a post-secondary degree in a related field or 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.

Benefits

The Bank of Montreal offers a comprehensive benefits package, including competitive compensation, retirement savings plan, and opportunities for professional growth and development.



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