Mortgage Business Developer

1 week ago


Regina, Saskatchewan, Canada BMO Financial Full time
About the Role

We are seeking an experienced Mortgage Specialist to join our team at BMO Financial Group. As a Mortgage Specialist, you will play a key role in cultivating and managing relationships with a referral network to build a pipeline of new mortgage business.

Key Responsibilities
  • Proactively contact referral sources to discuss home financing solutions
  • Assist with implementing targeted marketing programs and promotions
  • Search for cross-sell and up-sell opportunities for positioning within the branch
  • Support the delivery of targeted marketing programs and initiatives
  • Seek opportunities to expand the referral network through existing relationships
  • Establish and enhance the Bank's community presence through trade shows and 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
Requirements
  • Typically 3-5 years of relevant experience and a post-secondary degree in a related field or 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


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