Mortgage Specialist: Earn More with Elite Training

Socket.dev; Westmount; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Canada seeks a Mortgage Specialist to cultivate and manage a referral network, build a pipeline of mortgage business, and drive sales through expert guidance on home financing. You will implement targeted programs, assist customers through applications, and collaborate with branches to finalize documentation.

The role emphasizes exceptional customer service, regulatory compliance, and ongoing market awareness.

Qualifications

• Typically between 3–5 years of relevant experience and a post-secondary degree or equivalent.
• Strong understanding of mortgage lending process and regulatory requirements.
• Excellent interpersonal, sales, customer service and negotiation skills.

Responsibilities

• Proactively contacts referral and origination sources to build a pipeline of mortgage business.
• Develops and executes marketing and sales programs to drive results.
• Guides customers through mortgage application and processing activities.
• Partners with branch teams to hand off customers and finalize mortgage documentation.
• Resolves issues to meet customer expectations and ensures timely funds advancement.

Skills

Interpersonal skills

Sales ability

Customer service

Negotiation

Education

Post-secondary degree or equivalent

Job description

BMO Financial Group in Canada seeks a Mortgage Specialist to cultivate and manage a referral network, build a pipeline of mortgage business, and drive sales through expert guidance on home financing. You will implement targeted programs, assist customers through applications, and collaborate with branches to finalize documentation.

The role emphasizes exceptional customer service, regulatory compliance, and ongoing market awareness.