Mortgage Specialist
Role Overview
Build referral relationships and originate mortgage business to help customers achieve home ownership.
The role combines business development, sales activation, customer guidance, and mortgage application support.
Key Skills for This Role
Full Job Posting
Role overview
Build referral relationships and originate mortgage business to help customers achieve home ownership.
The role combines business development, sales activation, customer guidance, and mortgage application support.
Responsibilities
- Develop referral partnerships, identify sales opportunities, and grow mortgage originations.
- Support marketing initiatives, cross-selling, and referrals to other BMO products and partners.
- Guide customers through applications, processing, documentation, and resolution of issues.
- Maintain accurate opportunity records, complete transactions, and follow service and compliance requirements.
Requirements
- The description emphasizes relationship development, sales execution, customer service, independent work, and knowledge of mortgage products and regulatory requirements.
- The provided description ends mid-sentence during risk-management content.
Training and support
- BMO states that industry-leading training and support are provided, along with referral programs.
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