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, build, and manage referral network. Build pipeline of new mortgage business”
What You'll Achieve.
Achieve full potential; Achieve sales and 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 knowledge if applicable
What You'll Do.
and manage referral network
Build pipeline of new mortgage business
Increase BMO’s share of home financing market
Identify sales opportunities
Refer to BMO colleagues
Develop effective marketing and sales programs
Drive business results
Follow corporate policies
Follow operating directives
Follow legal requirements
Follow regulatory requirements
Proactively contact referral sources
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
Achieve individual sales goals
Achieve profitability goals
Support marketing programs
Expand network by obtaining referrals
Expand network by obtaining originations
Establish community presence
Enhance community presence
Participate in trade shows
Participate in conferences
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 processing activities
Partner with 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 service
Provide courteous service
Provide professional service
Identify client needs for banking products
Refer 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 independent assessment
Resolve strategic issues
Liaise with BMO teams
Liaise with customers
Ensure satisfactory completion of application
Ensure fulfillment of application
Document updates in BMO’s internal systems
Analyze data and information
Provide recommendations
Gather and format data
Provide input into operational programs
Execute routine tasks
Organize work information
Engage with referral network
Generate referrals for clients
Generate mortgage originations for clients
Complete necessary transactions
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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