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Mortgage Development Specialist

3 weeks ago

Regina, Saskatchewan, Canada Natural Factors Full time

**Job Overview:**

Cultivate, build, and manage relationships with a referral network to drive new mortgage business growth and increase market share. Identify sales opportunities and refer them to BMO colleagues as appropriate. Develop effective marketing and sales strategies to achieve business results.

  • Proactively contact referral and origination sources through national partnerships or create local partnerships to discuss home financing solutions.
  • Assist in implementing targeted marketing programs, promotions, and initiatives.
  • Actively search for cross-sell and up-sell opportunities for the branch to achieve individual sales and profitability goals.

Responsibilities:

  • Serve as a customer advocate during application and processing activities.
  • Deliver exceptional customer service that builds trust through expertise, responsive service, and support.
  • Guide customers throughout mortgage application and processing activities.
  • Partner with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
  • Resolve or escalate issues to meet customer expectations and ensure funds are advanced in a timely manner.