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
Builds
Mortgage originations and home financing solutions
Domain
Retail Banking / Real Estate Lending
Required skills
Referral network management, Mortgage lending process expertise, Regulatory compliance knowledge, Sales and negotiation, Cross-selling and up-selling, Customer advocacy, Data analysis and reporting, Strategic initiative execution
Preferred skills
Credit qualification knowledge, Personal lending expertise, Real estate industry knowledge, Risk management framework application
Technologies
Internal banking systems, CRM tools, Reporting dashboards
Responsibilities
Proactively contacts referral sources to lead discussions on home financing solutions; Implements targeted marketing programs and promotions; Guides customers through application and processing activities; Resolves or escalates customer issues to ensure timely fund advancement; Documents updates in internal systems; Analyzes data to provide insights and recommendations; Partners with branch teams to finalize documentation and hand off customers.
Seniority
Mid-level, independent contributor