Mortgage Specialist

4 weeks ago


Port Alberni, British Columbia, Canada BMO Full time
About the Role

We are seeking a highly skilled and motivated Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.

Key Responsibilities
  • Cultivate and build relationships with a referral network to generate new mortgage business and increase BMO's share of the home financing market.
  • Actively identify sales opportunities and refer 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.
What We're Looking For

We are looking for a highly skilled and motivated individual with a strong background in mortgage lending and sales. The ideal candidate will have:

  • Typically between 3 - 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.
  • 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.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
What We Offer

We offer a competitive compensation package, including a base salary and commission structure. Our total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. We also offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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. To request accommodation, please contact your recruiter.


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