Mortgage Growth & Referral Specialist

BMO; Manitowoc (WI); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO is seeking a Mortgage Specialist to cultivate referral networks and guide customers through mortgage applications, delivering expert service and cross-selling opportunities. The role emphasizes relationship-building, collaboration with branches, and adherence to regulatory requirements.

The position includes industry-leading training and the opportunity to grow within a major financial institution, with strong earning potential through referrals and incentives.

Qualifications

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study 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.

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 through mortgage application and processing activities.
• Collaborates with branch teams to hand off customers and finalize mortgage documentation.
• Provides advice and guidance on financial solutions in customers' best interests.

Skills

Sales skills

Customer service

Negotiation

Relationship building

Communication

Teamwork

Financial product knowledge

Education

Post-secondary degree

Job description

BMO is seeking a Mortgage Specialist to cultivate referral networks and guide customers through mortgage applications, delivering expert service and cross-selling opportunities. The role emphasizes relationship-building, collaboration with branches, and adherence to regulatory requirements.

The position includes industry-leading training and the opportunity to grow within a major financial institution, with strong earning potential through referrals and incentives.