Home Financing Growth Specialist

Bank of Montreal; Saskatoon; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Competitive referral programs

Job summary

Bank of Montreal (BMO) seeks a Mortgage Specialist to cultivate referral networks and build a pipeline for home financing solutions. The role focuses on guiding clients through mortgage applications and processing, while leveraging marketing programs to drive results and expand the bank's share of the home financing market.

The ideal candidate will have 3–5 years of mortgage experience, strong client relations and sales skills, and knowledge of regulatory requirements.

Qualifications

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field or an equivalent combination of education and experience.
• In-depth understanding of the mortgage lending process and applicable regulatory requirements.
• Strong interpersonal, sales, customer service, and negotiation skills.
• Analytical and problem solving skills - In-depth.

Responsibilities

• Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business.
• Develops and executes marketing and sales programs to drive business results.
• Guides customers throughout mortgage application and processing activities.
• Partners with branch teams to properly hand off customers and refer to non-mortgage needs.
• Resolves issues to meet customer expectations and ensures timely funds.
• Supports execution of strategic initiatives with internal and external stakeholders.

Skills

Interpersonal skills

Sales

Negotiation

Communication

Analytical thinking

Problem solving

Teamwork

Self-management

Relationship management

Customer service

Education

Post-secondary degree or equivalent experience

Job description

Bank of Montreal (BMO) seeks a Mortgage Specialist to cultivate referral networks and build a pipeline for home financing solutions. The role focuses on guiding clients through mortgage applications and processing, while leveraging marketing programs to drive results and expand the bank's share of the home financing market.

The ideal candidate will have 3–5 years of mortgage experience, strong client relations and sales skills, and knowledge of regulatory requirements.