Mortgage Specialist

Responsibilities

• Cultivate, build, and manage relationships with a referral network to drive new mortgage business.
• Proactively contact referral and origination sources to discuss home financing solutions.
• Develop and execute effective marketing and sales programs to achieve business results.
• Guide customers through the entire mortgage application and processing lifecycle.
• Partner with branch teams to ensure seamless customer hand-offs and documentation finalization.
• Deliver exceptional customer service by providing expertise and responsive support.
• Stay updated on industry trends, consumer needs, and regulatory requirements for mortgage products.
• Analyze data and information to provide insights and recommendations for business strategy.

Requirements

• 3 to 5 years of relevant experience in mortgage or personal banking.
• Post-secondary degree in a related field or an equivalent combination of education and experience.
• In-depth understanding of the mortgage lending process and regulatory requirements.
• Strong interpersonal, sales, and negotiation skills.
• Proven analytical and problem-solving abilities.
• Expert knowledge of relationship sales and self-management.

Preferred Qualifications

• Functional knowledge of personal banking, investments, and commercial lending.
• Strong understanding of the broader real estate industry and mortgage market.
• Experience in managing national or local partnerships for business origination.

Benefits

• Competitive commission-based pay structure.
• Comprehensive health insurance and accident/life insurance.
• Retirement savings plans.
• Tuition reimbursement programs.
• Industry-leading training and professional development support.

About the Company

BMO is a leading North American bank driven by a shared purpose: to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.