Home Financing Specialist

Bank of Montreal; Toronto; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

Bank of Montreal, a leading Canadian financial services provider, is seeking a Mortgage Specialist in Toronto. You will cultivate referral networks, build relationships and guide clients through mortgage applications, delivering exceptional service and solutions that align with regulatory requirements.

You will develop targeted marketing initiatives, identify cross-sell opportunities, and collaborate with branch teams to close mortgage originations while maintaining high customer satisfaction

Qualifications

• Strong interpersonal, sales and customer service skills.
• Excellent negotiation and communication abilities.
• Ability to build trusted relationships and drive mortgage referrals.

Responsibilities

• Cultivates and manages relationships with a referral network to source mortgage opportunities.
• Guides customers through mortgage applications and processing.
• Develops and executes sales programs to grow home financing market share.
• Partner with branch teams to hand off customers and refer non-mortgage needs.

Skills

Interpersonal skills

Sales skills

Customer service

Negotiation

Communication

Education

Post-secondary degree in related field

Job description

Bank of Montreal, a leading Canadian financial services provider, is seeking a Mortgage Specialist in Toronto. You will cultivate referral networks, build relationships and guide clients through mortgage applications, delivering exceptional service and solutions that align with regulatory requirements.

You will develop targeted marketing initiatives, identify cross-sell opportunities, and collaborate with branch teams to close mortgage originations while maintaining high customer satisfaction