BMO Careers – Mortgage Specialist

Job Description:

Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMOs share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.

Job Responsibilities:

• Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
• Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.
• Seeks opportunities to expand network by obtaining referrals from existing relationships.
• Actively searches for sales opportunities to achieve individual sales and profitability goals.
• Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the
• Banks mortgage growth and profitability objectives.
• Establishes and enhances the Banks community presence by participating in trade shows, conferences, and related events.
• Serves a customer advocate during application and processing activities.

Job Requirements:

• Strong knowledge of the broader real estate industry and mortgage market.
• Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
• Strong negotiation skills.
• Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
• Typically between 3 – 5 years of relevant experience and post-secondary degree in 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.
• Basic knowledge of portfolio management and related credit qualification standards, policies, and procedures.

Job Details:

Company: BMO

Vacancy Type: Full Time

Job Location: Ottawa, CA

Application Deadline: N/A

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