Mortgage Referral & Growth Associate

BMO; Halifax; On-site; CAD 36,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Halifax, Canada, is seeking a Mortgage Specialist to cultivate a referral network, manage client relationships, and grow mortgage originations.

You will identify sales opportunities, coordinate with BMO colleagues, and deliver marketing, events, and administrative support to drive business results. This role emphasizes customer service, regulatory compliance, and data-driven insights to expand BMO's share of the home financing market.

Qualifications

• Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
• Working knowledge of personal lending and mortgage products and services.
• Relationship Management skills – Good.
• Problem Solving – Good.
• Strategic influencing and negotiation – Basic.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Cultivates and manages relationships with a referral network to build mortgage pipelines.
• Identifies sales opportunities and refers to BMO colleagues as appropriate.
• Provides marketing, event coordination, and administrative support to mortgage specialists.
• Inputs and mitigates credit applications with internal partners to satisfy terms.
• Ensures documentation meets stipulated terms and conditions.
• Delivers exceptional customer service to understand needs and offer solutions.

Skills

Relationship Management

Communication skills

Problem Solving

Organization

Collaboration

Analytical skills

Negotiation

Education

Relevant education or certification in related field or equivalent experience

Job description

BMO Financial Group in Halifax, Canada, is seeking a Mortgage Specialist to cultivate a referral network, manage client relationships, and grow mortgage originations.

You will identify sales opportunities, coordinate with BMO colleagues, and deliver marketing, events, and administrative support to drive business results. This role emphasizes customer service, regulatory compliance, and data-driven insights to expand BMO's share of the home financing market.