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Mortgage Specialist

Date Posted: Jun 24, 2026
Yearly: C$ - C$
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Job Detail

  • location_on
    Location Calgary, 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 23, 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 dreams of home ownership. This position involves cultivating relationships within a referral network, identifying sales opportunities, and delivering exceptional customer service while adhering to regulatory requirements.

Key responsibilities

  • Manage relationships with a referral network to generate mortgage business.
  • Identify sales opportunities and refer leads to BMO colleagues.
  • Develop and implement marketing and sales programs.
  • Contact referral sources and establish partnerships for home financing solutions.
  • Provide exceptional customer service throughout the mortgage application process.
  • Collaborate with branch teams for customer handoff and documentation finalization.
  • Analyze data for insights and recommendations.
  • Engage in community events to enhance the bank's presence.
  • Stay updated on mortgage processes, regulatory requirements, and industry trends.

Required skills

  • 3-5 years of relevant experience in banking or finance.
  • Post-secondary degree or equivalent education and experience.
  • In-depth understanding of mortgage lending processes and regulations.
  • Strong interpersonal, customer service, and negotiation skills.
  • Knowledge of personal banking, lending, investments, and cash management.
  • Analytical and problem-solving skills.
  • Effective verbal and written communication skills.
  • Collaboration and teamwork abilities.

What the company offers

  • Commission-based pay structure with performance-based incentives.
  • Health insurance and retirement savings plans.
  • Tuition reimbursement and life insurance.

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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