Mortgage Solutions Expert
2 weeks ago
Mortgage specialists at BMO Financial Group play a vital role in helping customers achieve their dream of homeownership. As a mortgage specialist, you will be responsible for cultivating and maintaining relationships with a referral network to build a pipeline of new mortgage business.
Responsibilities
- Cultivate and manage relationships with referral sources to generate referrals and mortgage originations.
- Actively identify sales opportunities and refer them to BMO colleagues as appropriate.
- Develop and execute effective marketing and sales programs to drive business results.
- Follow corporate policies, operating directives, legal and regulatory requirements.
- Proactively contact referral and origination sources identified through national partnerships and local partnerships to discuss home financing solutions.
Requirements
- Typically between 3-5 years of relevant experience and a post-secondary degree in a related field 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.
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