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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
- 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
- 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
- Solid background in computers and technology
- Ability to use various software and programs
to enhance process
French is required
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