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Mortgage Specialist

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

  • location_on
    Location Dartmouth, 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, you will play a crucial role in helping customers achieve their dream of home ownership. This position emphasizes relationship management and requires you to cultivate and build a referral network to increase BMO's presence in the home financing market. With access to industry-leading training and competitive referral programs, you will be well-equipped to identify sales opportunities and deliver exceptional customer service.

Key responsibilities

  • Cultivates and manages relationships with a referral network to drive new mortgage business.
  • Identifies sales opportunities and refers to BMO colleagues as appropriate.
  • Develops and executes marketing and sales programs to enhance business results.
  • Proactively contacts referral sources and creates partnerships for home financing solutions.
  • Delivers exceptional customer service and guides clients through the mortgage application process.
  • Collaborates with branch teams to ensure customer needs are met and documentation is completed.
  • Resolves customer service issues and escalates persistent or complex matters as needed.
  • Stays updated on consumer needs, industry trends, and regulatory requirements.
  • Documents updates in internal systems to maintain customer transaction statuses.
  • Engages in trade shows and community events to enhance the bank's presence.

Required skills

  • 3-5 years of relevant experience in banking or financial services
  • Strong interpersonal, sales, customer service, and negotiation skills
  • In-depth understanding of the mortgage lending process and regulatory requirements
  • Functional knowledge of personal banking, investments, and commercial lending
  • Strong analytical and problem-solving skills
  • Effective verbal and written communication skills
  • Ability to work independently and exercise sound judgment

What the company offers

  • Commission-based pay structure
  • Performance-based incentives and discretionary bonuses
  • Health insurance and retirement savings plans
  • Tuition reimbursement and life insurance options
  • Supportive training and coaching environment

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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