Home Financing Specialist
6 days ago
About the Role:
We are seeking a skilled Home Financing Specialist to join our team at BMO Financial Group. As a key member of our mortgage business development team, you will play a vital role in cultivating relationships with referral networks and origination sources to drive new mortgage business growth.
Key Responsibilities:
- Proactively engage with referral and origination sources to identify opportunities for home financing solutions.
- Develop and execute effective marketing and sales programs to drive business results.
- Provide exceptional customer service, building trust through expertise, responsive service, and support.
- Collaborate with branch teams to hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
Qualifications:
- Typically between 3 - 5 years of relevant experience and post-secondary degree in 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.
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