BMO
Retail Banking
MortgageSpecialist
Neural analysis suggests this role is
optimal for Mid candidates.
“Mortgage Specialist at BMO. Skills: Mortgage sales, Relationship management, Customer service. Cultivate, build, and manage relationships with referral network. Build pipeline of new mortgage business”
What You'll Achieve.
Achieve individual sales and profitability goals; Increase BMO’s share of the home financing market
Industry & Context.
Analytical and problem solving skills - In-depth
What They're Looking For.
Must Have
3 - 5 years of relevant experience, post-secondary degree in related field of study or an equivalent combination of education and experience, In-depth understanding of the mortgage lending process, applicable regulatory requirements, interpersonal skills, sales skills, customer service skills, negotiation skills, Expert knowledge of self-management, teamwork, personal lending, relationship sales and management, Functional knowledge of personal banking, investments, trust services, business and commercial lending, cash management, knowledge of the broader real estate industry, mortgage market, Verbal & written communication skills - In-depth, Collaboration & team skills - In-depth, Analytical and problem solving skills - In-depth, Influence skills - In-depth
Nice to Have
If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
What You'll Do.
and manage relationships with referral network
Build pipeline of new mortgage business
Increase BMO’s share of home financing market
Identify sales opportunities
Refer to BMO colleagues
Develop and execute marketing and sales programs
Drive business results
Follow corporate policies
Follow operating directives
Follow legal and regulatory requirements
Proactively contact referral and origination sources
Lead discussions about home financing solutions
Assist with implementation of marketing programs
Assist with promotions
Assist with other initiatives
Search for cross-sell opportunities
Search for up-sell opportunities
Achieve individual sales goals
Achieve profitability goals
Support delivery of marketing programs
Support delivery of promotions
Support delivery of other initiatives
Seek opportunities to expand network
Obtain referrals from existing relationships
Obtain originations from existing relationships
Establish community presence
Enhance community presence
Participate in trade shows
Participate in conferences
Participate in related events
Serve as customer advocate
Complete onboarding activities
Deliver exceptional customer service
Build trust through expertise
Build trust through responsive service
Build trust through support
Guide customers throughout mortgage application
Guide customers throughout mortgage processing
Partner with branch teams
Handoff customers to branch teams
Finalize mortgage documentation
Refer customers with non-mortgage needs
Resolve customer issues
Escalate customer issues
Meet customer expectations
Ensure funds are advanced timely
Provide friendly customer service
Provide courteous customer service
Provide professional customer service
Respond to customer queries
Respond to customer requests
Identify client needs for banking products
Refer clients to appropriate BMO partners
Stay abreast of consumer needs
Stay abreast of industry trends
Stay abreast of best practices
Stay abreast of regulatory requirements
Stay abreast of policies for mortgage products
Stay abreast of procedures for mortgage products
Address customer service issues
Escalate complex customer service matters
Make recommendations based on business strategy
Make recommendations based on stakeholder needs
Provide advice on implementation of solutions
Provide guidance on implementation of solutions
Support execution of strategic initiatives
Collaborate with internal stakeholders
Collaborate with external stakeholders
Help determine business priorities
Help determine sequence for execution of strategy
Conduct independent analysis
Conduct independent assessment
Resolve strategic issues
Liaise with BMO teams
Liaise with customers
Ensure satisfactory completion of home financing application
Ensure fulfillment of home financing application
Document updates in BMO’s internal systems
Ensure employees have access to status of outstanding opportunities
Ensure employees have access to status of outstanding transactions
Ensure employees have access to status of outstanding problems
Ensure employees have access to status of outstanding issues
Analyze data and information
Provide insights and recommendations
Gather data for reports
Format data for reports
Gather data for dashboards
Format data for dashboards
Provide input into planning of operational programs
Provide input into implementation of operational programs
Execute routine tasks
Execute service requests
Organize work information
Ensure accuracy of work information
Ensure completeness of work information
Engage with referral network
Create relationships that generate referrals
Create relationships that generate mortgage originations
Complete necessary transactions
Comply with guidelines
Comply with other requirements
Maintain operational integrity
Propose new solutions
Exercise judgment to identify problems
Exercise judgment to diagnose problems
Exercise judgment to solve problems
Work mostly independently
Apply Risk Management Framework
Make risk informed decisions
Align decisions to business strategy
Adhere to applicable policy documents
Adhere to regulations
How You'll Work.
Team & Collaboration
Partner with branch teams; Collaborate with internal stakeholders; Collaborate with external stakeholders; Liaise with various BMO teams
Communication Scope
Verbal & written communication skills - In-depth
Full Job Description
Application Deadline: 07/03/2026 Address: 9040 Louis St Laurent Avenue Job Family Group: Retail Banking Sales & Service Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role – helping customers make their dream of home ownership a reality. You will be provided with industry-leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full potential. 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. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements. * Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions. * Assists with the implementation of targeted marketing programs, promotions, and other initiatives. * Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals. * Supports the delivery of targeted marketing programs, promotions, and other initiatives. * Seeks opportunities to expand network by obtaining referrals and originations from existing relationships. * Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events. * Serves a customer advocate during application and processing activities. * Completes onboarding activities as required. * Deli
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