Mortgage Specialist

Overview

Join BMO as a Mortgage Specialist and help customers achieve their dream of home ownership. This role offers industry‑leading training, competitive referral programs, and the opportunity to build a robust mortgage business pipeline.

Responsibilities

• Build and nurture relationships with referral partners to generate new mortgage originations and strengthen BMO’s market share.
• Identify and pursue sales opportunities, including cross‑sell and up‑sell, to meet individual and branch profitability goals.
• Develop and execute marketing programs, promotions, and initiatives to drive business results and achieve target volumes.
• Provide exceptional customer service throughout the mortgage application and processing stages, ensuring timely fund disbursement and issue resolution.
• Collaborate with branch teams to hand off customers, finalize documentation, and refer non‑mortgage needs to the appropriate partners.
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