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About the Role
Join BMO as a Mortgage Specialist and help customers achieve home ownership. This role offers entrepreneurial opportunities, competitive earning potential, industry-leading training, and support to build your referral network.
Responsibilities
- Cultivate, build, and manage relationships with a referral network to generate new mortgage business.
- Identify sales opportunities and refer to BMO colleagues.
- Develop and execute marketing and sales programs to drive business results.
- Follow corporate policies, operating directives, and legal/regulatory requirements.
- Proactively contact referral and origination sources to discuss home financing solutions.
- Assist with the implementation of targeted marketing programs, promotions, and initiatives.
- Identify cross-sell and up-sell opportunities to achieve sales and profitability goals.
- Support the delivery of marketing programs, promotions, and initiatives.
- Expand network by obtaining referrals and originations from existing relationships.
- Enhance BMO's community presence by participating in events.
- Serve as a customer advocate during application and processing.
- Complete onboarding activities.
- Deliver exceptional customer service.
- Guide customers through mortgage application and processing.
- Partner with branch teams for customer hand-offs and documentation finalization.
- Resolve or escalate issues to meet customer expectations and ensure timely fund advancement.
- Provide professional customer service in response to inquiries and requests.
- Stay informed about consumer needs, industry trends, and regulatory requirements.
- Address customer service issues and escalate complex matters.
- Develop solutions and make recommendations based on business strategy.
- Provide advice and guidance on solution implementation.
- Support the execution of strategic initiatives.
- Determine business priorities and sequence for strategy execution.
- Conduct independent analysis to resolve strategic issues.
- Liaise with BMO teams and customers to ensure application completion.
- Document updates in BMO's internal systems.
- Analyze data and information to provide insights and recommendations.
- Gather and format data for reports and dashboards.
- Provide input into the planning and implementation of operational programs.
- Execute routine tasks within service level agreements.
- Organize work information for accuracy and completeness.
- Engage with referral network to generate referrals and mortgage originations.
- Complete transactions in compliance with guidelines.
- Think creatively and propose new solutions.
- Exercise judgment to identify, diagnose, and solve problems.
- Work independently.
- Take measured risks and apply the Risk Management Framework.
Requirements
- Typically 3-5 years of relevant experience.
- Post-secondary degree in a related field of study or an equivalent combination of education and experience.
- In-depth understanding of the mortgage lending process and applicable regulatory requirements.
- Strong interpersonal, sales, customer service, and negotiation skills.
- Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
- Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
- Strong knowledge of the broader real estate industry and mortgage market.
- Strong negotiation skills.
- Specialized knowledge from education and/or business experience.
- In-depth verbal & written communication skills.
- In-depth collaboration & team skills.
- In-depth analytical and problem-solving skills.
- In-depth influence skills.
Skills
- Sales
- Customer Service
- Negotiation
- Self-management
- Teamwork
- Relationship Management
- Personal Lending
- Real Estate Industry Knowledge
- Mortgage Market Knowledge
- Verbal Communication
- Written Communication
- Collaboration
- Analytical Skills
- Problem Solving
- Influence Skills
Location
- 31 Rexdale Blvd, Building C3
Work Type
- Full-time
- Commission
Experience Level
- 3-5 years relevant experience
Education Level
- Post-secondary degree in related field of study or equivalent combination of education and experience
Salary/Compensations
- Commission-based with a target for the first year
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
About the Company
- At BMO, our Purpose is Boldly Grow the Good in business and life, creating lasting positive change for customers, communities, and people.
- We foster an environment where employees are valued, respected, and heard, with opportunities for growth and impact.
- We provide tools and resources to support employee development and help customers achieve their goals.
- We offer in-depth training, coaching, manager support, and network-building opportunities.
Equal Opportunity
- BMO is committed to an inclusive, equitable and accessible workplace.
- We gain strength through our people and their perspectives.
- Accommodations are available on request for candidates taking part in all aspects of the selection process.