• 2362491
  • (Reference :1600022399)
  • Mortgage Specialist


  • Description
    Area of Gatineau /


    The Mortgage Specialist
    (MS) originates, builds and relationship manages a third-party network of
    referral sources to build a pipeline of mortgage business with a focus on
    external/new to BMO customers.

    The MS partners with the
    Branch team to ensure proper customer hand off in order to finalize mortgage
    documentation, as well as refer customers with non-mortgage needs.

    Actively search for
    cross-sell and up-sell opportunities for positioning to the branch.

    - Proactively contact and engage with third
    party realtors, lawyers and other related referral sources to create
    strong relationships which lead to referrals of customers who require
    simple to complex real estate lending solutions.
    - Lead client/realtor discussions and sell real
    estate lending products and insurances. Collect
    terms and conditions and service when required.
    - Proactively contact realtors/referral sources
    identified through the creation of nation partnerships and/or create local
    - Identify and make appropriate referrals that
    add value to the customer attempting to gain full share of wallet.
    - Establish and enhance the bank’s presence with
    the community (participation at trade shows, conferences and other related
    - High/exceptional producers may be required to
    indirectly manage a sales assistant.
    Qualifications and skills

    - Credit
    - Maintain expert level knowledge of
    self-management and teamwork, personal lending, relationship sales and
    - Possess functional level knowledge of Everyday
    Banking, Investments, Trust Services, Commercial Lending and commercial
    Cash Management
    - Strong knowledge of the broader real estate
    industry and Canadian mortgage market
    - Ability to conduct complete customer
    conversations and needs assessment
    - Providing practical solutions for customers;
    discussing alternative solutions
    - Strong
    negotiation skills
    - Solid background in computers and technology
    - Ability to use various software and programs
    to enhance process
    - Fluent
    French is required

Company description

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