Mortgage Specialist
Core
Cultivates referral networks and executes marketing/sales programs to drive new mortgage business and increase market share for BMO.
Role type
Sales-focused Mortgage Specialist (Retail Banking)
Builds
Mortgage loan pipeline and home financing solutions
Domain
Banking / Real Estate Lending
Deliverable
client delivery
Required skills
mortgage lending process knowledge, regulatory compliance, sales and negotiation, relationship management, marketing program execution, cross-sell and up-sell strategies, risk management framework application
Preferred skills
real estate industry knowledge, personal lending expertise, business strategy alignment
Technologies
internal banking systems, reporting dashboards
Responsibilities
Proactively contacts referral sources to lead discussions on home financing; executes targeted marketing and sales programs; guides customers through application and processing; resolves issues and escalates complex matters; documents transactions in internal systems; analyzes data to provide insights; participates in community events and trade shows.
Seniority
Mid-level, independent contributor