Mortgage Specialist

BMO; Regina; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading company in the financial sector is seeking a professional to build and manage relationships within a referral network to generate new mortgage business. The role involves developing marketing strategies, ensuring customer satisfaction, and staying informed about industry trends. Ideal candidates will have 3-5 years of experience in mortgage lending, strong interpersonal skills, and a commitment to exceptional customer service.

Benefits

Health insurance

Retirement plans

Commission-based pay structure

Qualifications

• 3-5 years of relevant experience in mortgage lending.
• Deep understanding of regulatory standards.
• Knowledge of personal banking and real estate markets.

Responsibilities

• Develop partnerships and referral sources for mortgage business.
• Guide customers through mortgage applications.
• Analyze data to support strategic initiatives.

Skills

Interpersonal skills

Sales skills

Negotiation skills

Customer service skills

Analytical skills

Problem-solving skills

Education

Post-secondary degree or equivalent

Job description

The job description is comprehensive and detailed, but it could benefit from improved formatting and focus. It currently uses HTML tags effectively but could be organized more clearly with headings and subheadings to enhance readability. Additionally, some repetitive or overly detailed points could be summarized to maintain focus on key responsibilities and qualifications. Here's a refined version:

Job Summary

Builds and manages relationships within a referral network to generate new mortgage business, increasing BMO's share of the home financing market. Develops marketing and sales strategies, follows regulatory requirements, and provides exceptional customer service throughout the mortgage process.

Key Responsibilities

1. Proactively develop partnerships and referral sources, including local and national collaborations.
2. Implement targeted marketing campaigns and promotional initiatives.
3. Identify cross-sell and up-sell opportunities to meet sales and profitability goals.
4. Participate in community events to enhance the Bank's presence.
5. Guide customers through mortgage applications, ensuring a smooth process and high satisfaction.
6. Partner with branch teams for customer hand-offs and documentation.
7. Address customer inquiries, resolve issues, and escalate complex matters as needed.
8. Stay informed about industry trends, regulatory changes, and product knowledge.
9. Maintain accurate records and documentation in internal systems.
10. Analyze data to provide insights and support strategic initiatives.

Qualifications

• 3-5 years of relevant experience with a post-secondary degree or equivalent.
• Deep understanding of mortgage lending and regulatory standards.
• Strong interpersonal, sales, negotiation, and customer service skills.
• Knowledge of personal banking, investments, and real estate markets.
• Effective teamwork, analytical, and problem-solving skills.

Compensation & Benefits

Position offers a commission-based pay structure, with total compensation including incentives, bonuses, and benefits such as health insurance, retirement plans, and more. Details vary based on location and experience.

Our Commitment

At BMO, we foster a culture of growth, diversity, and positive impact. We support our employees with resources, training, and opportunities to develop and succeed.