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Mortgage Specialist

Date Posted: Jun 23, 2026
Yearly: C$ - C$
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Job Detail

  • location_on
    Location Winnipeg, Canada
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 21, 2026
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Job Description

Overview

As a Mortgage Specialist at BMO Financial, you will play a crucial role in helping customers achieve their dream of home ownership. This position offers the opportunity to leverage your entrepreneurial spirit with significant earning possibilities, supported by industry-leading training and a robust referral network.

Key responsibilities

  • Cultivate and manage relationships with a referral network to drive new mortgage business
  • Identify sales opportunities and refer leads to BMO colleagues as appropriate
  • Develop and execute marketing and sales programs to enhance business results
  • Proactively contact referral and origination sources for partnership opportunities
  • Provide exceptional customer service during mortgage application and processing
  • Collaborate with branch teams for customer handoffs and finalize mortgage documentation
  • Seek cross-sell and up-sell opportunities for existing banking products
  • Stay updated on industry trends, regulatory requirements, and consumer needs
  • Document customer interactions in BMO's internal systems
  • Conduct analysis to offer insights and recommendations supporting business strategy

Required skills

  • 3-5 years of relevant experience combined with a post-secondary degree
  • In-depth understanding of mortgage lending processes and regulations
  • Strong interpersonal, sales, and customer service skills
  • Expert knowledge of personal lending, relationship management, and teamwork
  • Knowledge of personal banking, investments, commercial lending, and cash management
  • Strong analytical and problem-solving abilities
  • Excellent verbal and written communication skills
  • Collaboration and influence skills

What the company offers

  • Performance-based incentives and discretionary bonuses
  • Health insurance and retirement savings plans
  • Tuition reimbursement and life insurance
  • Inclusive and accessible workplace culture with accommodations available

Skills Required

Company Overview

BMO Financial
Toronto, Canada
184 Current Jobs Openings

BMO Financial is a leading financial institution with a focus on providing comprehensive banking and financial services. They emphasize customer service and support for their employees, aiming to cultivate a successful work environment and strong com... Read More

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