Mortgage Financing Specialist

4 days ago


Nanaimo, British Columbia, Canada BMO Financial Full time

BMO Financial Group is seeking a Mortgage Financing Specialist to join our team. As a key member of our mortgage lending team, you will be responsible for cultivating relationships with third-party networks and referring clients to BMO's home financing solutions.

This role requires strong interpersonal, sales, and customer service skills, as well as in-depth knowledge of the mortgage lending process and regulatory requirements. You will work closely with branch teams to hand off customers and finalize mortgage documentation, while also resolving issues and ensuring timely fund disbursements.

Responsibilities:

  • Cultivate and build relationships with referral sources to generate new mortgage business
  • Identify sales opportunities and refer clients to BMO's mortgage solutions
  • Develop and execute marketing programs to drive business results
  • Verify mortgage approvals for compliance with regulatory requirements
  • Participate in projects to improve the customer experience

Requirements:

  • Typically 3-5 years of relevant experience and post-secondary degree
  • In-depth knowledge of portfolio management and credit qualification standards
  • Strong negotiation and communication skills
  • Expertise in personal lending, relationship sales, and management

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