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Mortgage Specialist

Date Posted: Jun 29, 2026
Yearly: C$ - C$
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Job Detail

  • location_on
    Location Surrey, 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 27, 2026
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Job Description

Overview

As a Mortgage Specialist at BMO Financial in Surrey, British Columbia, you will play a crucial role in helping customers achieve home ownership while providing exceptional service. Your primary responsibility will be to cultivate relationships within a referral network, identify sales opportunities, and execute marketing strategies to enhance BMO's share in the home financing market.

Key responsibilities

  • Build and manage relationships with a referral network to generate new mortgage business.
  • Develop and implement effective marketing and sales programs.
  • Proactively reach out to referral sources and create partnerships.
  • Assist customers throughout the mortgage application process.
  • Identify cross-sell and up-sell opportunities for banking products.
  • Participate in community events to enhance the bank's presence.
  • Document customer interactions and ensure timely resolution of issues.
  • Analyze data to provide insights and support decision-making.

Required skills

  • 3-5 years of relevant experience in mortgage lending or related fields.
  • Strong interpersonal, sales, and customer service skills.
  • Expertise in mortgage underwriting and regulatory requirements.
  • Functional knowledge of personal banking and investments.
  • Analytical and problem-solving abilities.
  • Excellent verbal and written communication skills.
  • Teamwork and collaboration expertise.

What the company offers

  • Industry-leading training and support.
  • Commission-based salary structure with performance incentives.
  • Health insurance and accident/life insurance.
  • Tuition reimbursement and retirement savings plans.
  • Opportunities for growth and impact within the community.

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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