Mortgage Specialist

3 weeks ago


Brockville, Ontario, Canada BMO Full time
About the Role

BMO is seeking a highly motivated and experienced Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application and processing process.

Key Responsibilities
  • Develop and execute effective marketing and sales programs to drive business results and increase BMO's share of the home financing market.
  • Cultivate, build, and manage relationships with a referral network to build a pipeline of new mortgage business.
  • Actively identify sales opportunities and refer to BMO colleagues as appropriate.
  • Provide expert advice and guidance to customers on mortgage products and services, including residential and commercial lending options.
  • Collaborate with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
  • Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.
  • Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.
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.
  • 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.
About BMO

BMO is a leading financial institution with a commitment to innovation, customer satisfaction, and community involvement. We offer a dynamic and inclusive work environment, with opportunities for growth and development. Our team is passionate about delivering exceptional customer service and making a positive impact in the communities we serve.


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