Home Financing Solutions
Financial Services
MortgageSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Mortgage Specialist at Home Financing Solutions. Skills: Mortgage sales, Client relationships, Revenue generation. Cultivate referral network. Build referral network”
What You'll Achieve.
Achieve full potential; Achieve individual sales goals; Achieve profitability goals
Industry & Context.
Problem solving skills
What They're Looking For.
Must Have
3-5 years relevant experience, Post-secondary degree or equivalent experience
Nice to Have
Credit Qualifications and skills if Credit Qualifiable job
What You'll Do.
Cultivate referral network
Build referral network
Manage referral network
Build pipeline of mortgage business
Increase BMO's share of market
Identify sales opportunities
Refer to BMO colleagues
Develop marketing programs
Execute marketing programs
Drive business results
Follow corporate policies
Follow operating directives
Follow legal requirements
Follow regulatory requirements
Contact referral sources
Contact origination sources
Create national partnerships
Create local partnerships
Lead discussions about home financing
Assist with marketing programs
Assist with promotions
Assist with initiatives
Search for cross-sell opportunities
Search for up-sell opportunities
Position for branch sales goals
Support marketing programs
Expand network by obtaining referrals
Expand network by obtaining originations
Enhance Bank's community presence
Participate in trade shows
Participate in conferences
Participate in related events
Serve customer advocate during application
Serve customer advocate during processing
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
Ensure funds are advanced
Provide friendly service
Provide courteous service
Provide professional service
Identify client needs for banking products
Refer clients to 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 mortgage policies
Stay abreast of mortgage procedures
Address customer service issues
Escalate complex matters
Provide advice to business/group
Provide guidance to business/group
Support execution of strategic initiatives
Help determine business priorities
Help determine sequence for strategy execution
Conduct independent analysis
Conduct assessment to resolve issues
Liaise with BMO teams
Liaise with customers
Ensure satisfactory completion of application
Ensure fulfillment of application
Document updates in BMO systems
Ensure employees access status updates
Analyze data and information
Provide recommendations
Gather data into reports
Format data into reports
Gather data into dashboards
Format data into dashboards
Provide input into operational programs
Execute routine tasks
Engage with referral network
Create relationships that generate referrals
Create relationships that generate originations
Complete transactions in compliance with guidelines
Maintain operational integrity
Propose new solutions
Exercise judgment to identify problems
Exercise judgment to diagnose problems
Exercise judgment to solve problems
Apply Risk Management Framework
Make risk informed decisions
How You'll Work.
Team & Collaboration
Partner with branch teams; Liaise with BMO teams; Collaborate with stakeholders
Communication Scope
Verbal communication; Written communication
Full Job Description
Application Deadline: 06/29/2026 Address: 6550 MacLeod Trail SW 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. * Delivers ex
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