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
Required skills
Referral network management, Mortgage lending process knowledge, Regulatory compliance, Sales and negotiation, Customer advocacy, Cross-sell and up-sell execution, Marketing program implementation, Data analysis and reporting
Preferred skills
Credit qualifications, Real estate industry knowledge, Risk management framework application, Strategic initiative execution
Technologies
Internal banking systems, Data reporting tools
Responsibilities
Proactively contacts referral and origination sources to lead discussions about home financing solutions, Assists with the implementation of targeted marketing programs and promotions, Actively searches for cross-sell and up-sell opportunities, Serves as a customer advocate during application and processing activities, Guides customers throughout mortgage application and processing, Resolves or escalates issues to meet customer expectations, Documents updates in internal systems to track outstanding opportunities, Analyzes data and information to provide insights and recommendations, Engages with referral network to generate referrals and mortgage originations, Completes all necessary transactions in compliance with guidelines