Mortgaga 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 loans for home financing
Domain
Banking / Real Estate Lending
Deliverable
client delivery
Required skills
Referral network management, Mortgage lending process knowledge, Regulatory compliance, Sales and negotiation, Customer service, Cross-selling and up-selling, Marketing program execution, Risk management
Preferred skills
Credit qualifications, Knowledge of personal banking and investments, Real estate industry expertise, Data analysis
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 and promotions, 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, Documents updates in internal systems to track customer opportunities and transactions, Analyzes data and information to provide insights and recommendations, Establishes and enhances the Bank's community presence by participating in trade shows and conferences