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Mortgage Business Developer
1 week ago
The Mortgage Specialist role at BMO Financial Group involves cultivating, building, 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.
Main Responsibilities:
- Proactively contact referral and origination sources identified through national partnerships and local partnerships to discuss home financing solutions.
- Assist with implementing targeted marketing programs, promotions, and other initiatives.
- Search for cross-sell and up-sell opportunities to position for individual sales and profitability goals.
- Support delivery of targeted marketing programs, promotions, and other initiatives.
- Seek opportunities to expand the network by obtaining referrals and originations from existing relationships.
- Establish and enhance the Bank's community presence by participating in trade shows, conferences, and related events.
- Serve as a customer advocate during application and processing activities.
- Complete onboarding activities as required.
- Deliver exceptional customer service that builds trust through expertise, responsive service, and support.
