BMO Mortgage Specialist building referral networks to help customers achieve their home ownership dreams through mortgage solutions. Engaging with clients and stakeholders in the mortgage lending process.
Responsibilities
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market.
Actively identifies sales opportunities and refers to BMO colleagues as appropriate.
Develops and executes effective marketing and sales programs to drive business results.
Follows corporate policies, operating directives, legal and regulatory requirements.
Proactively contacts referral and origination sources to discuss home financing solutions.
Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
Actively searches for cross-sell and up-sell opportunities to achieve individual sales and profitability goals.
Supports the delivery of targeted marketing programs, promotions, and other initiatives.
Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.
Engages with referral network to create strong relationships that generate referrals and mortgage originations.
Requirements
Typically between 3 - 5 years of relevant experience
Post-secondary degree in related field of study or 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
Expert knowledge of self-management and teamwork, personal lending, relationship sales and management
Strong knowledge of the broader real estate industry and mortgage market
Specialized knowledge from education and/or business experience.
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