Mortgage Specialist
On-site · Calgary, Alberta, Canada
Job Summary
Mortgage Specialist at BMO focuses on building and managing a referral network to drive mortgage originations, guiding customers through mortgage applications and processing, delivering exceptional service, and collaborating with branch teams to hand off customers and referrals. The role emphasizes relationship-building, cross-sell opportunities, targeted marketing programs, knowledge of mortgage lending processes and regulatory requirements, and the ability to translate customer needs into home financing solutions while meeting sales and profitability goals.
Required Qualifications
- Post-secondary degree in related field or equivalent combination of education and experience
- 3-5 years of relevant mortgage or banking experience
- Strong interpersonal, sales, customer service, and negotiation skills
- Knowledge of mortgage lending process and regulatory requirements
- Ability to develop and manage a referral network and generate mortgage originations
- Experience collaborating with branch teams and delivering customer-focused service
- Ability to analyze data and provide insights to drive mortgage business
- Strong communication and relationship-building skills
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