Mortgage Specialist
Core
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market.
Role type
Mortgage Specialist (Sales & Origination)
Builds
Mortgage business pipeline and home financing solutions
Domain
Banking / Real Estate Lending
Deliverable
client delivery
Required skills
negotiation, sales, customer service, relationship management, regulatory compliance knowledge, data analysis
Preferred skills
knowledge of personal lending, investments, trust services, business and commercial lending, cash management, real estate industry trends
Technologies
internal banking systems, reporting dashboards
Responsibilities
Proactively contacts referral and origination sources to lead discussions about home financing solutions; Assists with the implementation of targeted marketing programs, promotions, and other initiatives; Actively searches for cross-sell and up-sell opportunities for positioning to the branch; Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events; Guides customers throughout mortgage application and processing activities; Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner; Analyzes data and information to provide insights and recommendations; Gathers and formats data into regular and ad-hoc reports and dashboards.
Seniority
Mid-level, independent contributor