Mortgage Specialist
Core
Cultivates referral networks and executes sales programs to drive mortgage business and increase market share for BMO.
Role type
Mortgage Specialist (Sales & Origination)
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, cross-selling, data analysis
Preferred skills
real estate industry knowledge, marketing program implementation, strategic initiative execution
Responsibilities
Proactively contacts referral sources to lead discussions on home financing; assists with targeted marketing programs and promotions; guides customers through application and processing; resolves issues to ensure timely fund advancement; documents updates in internal systems; analyzes data to provide insights and recommendations.
Seniority
Mid-level, hands-on IC