Talent.com
BMO
Mortgage SpecialistBMO • Cochrane, Quebec, Canada
Mortgage Specialist

Mortgage Specialist

BMO • Cochrane, Quebec, Canada
30+ days ago
Job type
  • Part-time
Job description
Application Deadline:

06/29/2025

Address:
55 Bow St, Unit 101

Join BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role - helping customers make their dream of home ownership a reality. You will be provided with industry-leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full potential.

Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Follows corporate policies, operating directives, legal and regulatory requirements.
  • Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.
  • Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
  • Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
  • Supports the delivery of targeted marketing programs, promotions, and other initiatives.
  • Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.
  • Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.
  • Serves a customer advocate during application and processing activities.
  • Completes onboarding activities as required.
  • Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
  • Guides customers throughout mortgage application and processing activities.
  • Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
  • Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.
  • Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer to appropriate BMO partners.
  • Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.
  • Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provides advice and guidance to assigned business/group on implementation of solutions.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Helps determine business priorities and best sequence for execution of business / group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.
  • Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
  • Analyzes data and information to provide insights and recommendations.
  • Gathers and formats data into regular and ad-hoc reports and dashboards.
  • Provides input into the planning and implementation of operational programs.
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • Organizes work information to ensure accuracy and completeness.
  • Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.
  • Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:
  • Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
  • In-depth understanding of the mortgage lending process and applicable regulatory requirements.
  • Strong interpersonal, sales, customer service, and negotiation skills.
  • Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
  • Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
  • Strong knowledge of the broader real estate industry and mortgage market.
  • Strong negotiation skills.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
Grade:
5
Job Category:
Individual Contributor / Collaborateur

Salary:

Pay Type:

Commission

The salary range provided reflects BMO Financial group's compensation range for the grade band associated with this position.

Salary placement within the range outlined above is role-based and will vary based on factors such as location, skills, experience, education and qualifications for the role, and may include a commission structure. These ranges were determined by a market-based compensation approach; we used data from trusted third-party compensation sources to set consistent, and competitive ranges. We regularly evaluate compensation, identify any changes in the market and adjust our ranges and existing employee compensation as needed.

Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO's comprehensive total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Create a job alert for this search

Mortgage Specialist • Cochrane, Quebec, Canada

Similar jobs

Insurance Sales Representative

Combined InsurancePriddis Greens, AB, CA
Full-time

Are you an enthusiastic, results-driven individual with a desire for independence and flexibility in how you manage your workday? Do you want to make a meaningful impact in your community and in th... Show more

 • Promoted

Earn up to $400 per Day by Playing Games and Taking Surveys

AlmediaCochrane, Alberta, Canada
Full-time

Since its launch 5 years ago, over 50MN users have earned and withdrawn over $150MN! The platform is rated 4.TrustPilot with over 230k+ reviews, establishing Freecash as one of the highest rated op... Show more

 • Promoted

Home Financing Advisor

BMO Financial GroupTown of Cochrane, AB, CA
Full-time

Join a leading financial institution as a Mortgage Specialist, where you will leverage your sales skills to help clients achieve their home ownership dreams.With comprehensive training and support,... Show more

 • Promoted

Call Center Representative Agent Work From Home - Part-Time Focus Group Panelist

Apex Focus Group Inc.Cochrane, AB, Canada
CA$75.00 hourly
Remote
Full-time +1

Job Title: Call Center Representative Agent Work From Home - Remote Panelists.Part-Time Focus Group Participants - Remote Work From Home (Up To $850/Week).Our company is seeking individuals to part... Show more

 • Promoted

Personal Care Attendant Home Services Job

Private HouseholdTown of Cochrane, AB, CA
Permanent

Darren is hiring a Personal Care Attendant for home services, focusing on the health and comfort of clients.This full-time role involves essential personal care and household duties.In this permane... Show more

 • Promoted

Automotive Sales Product Advisor - Training & Growth

Cochrane ToyotaTown of Cochrane, AB, CA
Full-time

A leading automotive dealership in Cochrane, Alberta is seeking an entry-level Automotive Sales - Product Advisor to provide exceptional customer experiences.The successful candidate will engage wi... Show more

 • Promoted

Investment & Financing Advisor - Client Solutions

DesjardinsTown of Cochrane, AB, CA
Full-time

A leading financial services organization is seeking a full-time advisor to enhance financial health by offering tailored solutions to clients.Your role will involve attending to their investment a... Show more

 • Promoted

Advisor, Investment and Financing

DesjardinsTown of Cochrane, AB, CA
Full-time

The work mode arrangement for the position is full-time on site.Many opportunities are currently available in Ontario.As an advisor, investment and financing, you will be attentive to what our memb... Show more

 • Promoted

Toyota & Lexus Automotive Service Expert

Cochrane ToyotaTown of Cochrane, AB, CA
Full-time

Join the team as a Toyota & Lexus Automotive Service Expert, where your technical skills are at the forefront of vehicle maintenance and customer satisfaction.Collaborate with a company renowned fo... Show more

 • Promoted

Call Center Representative Agent Work From Home - Part Time Focus Group Panelists

ApexFocusGroupCochrane, Alberta, Canada
Remote
Full-time +1

Now accepting applicants for Focus Group studies.Earn up to $850 per week part-time working from home.Must register to see if you qualify.No Call Center Representative Agent experience needed.Call ... Show more

 • Promoted

Survey Taker: Earn up to $25 per survey (Remote)

Earn HausCochrane, AB, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Pet Grooming Specialist: Spa-Quality Care

PetSmartTown of Cochrane, AB, CA
Full-time

A leading pet care company in Canada is seeking a Pet Stylist (Dog Groomer) to engage with pet parents while providing grooming services.Responsibilities include performing grooming services, maint... Show more

 • Promoted

Automotive Sales - Product Advisor

Cochrane ToyotaTown of Cochrane, AB, CA
Full-time

Automotive Sales - Product Advisor.As a Product Advisor, you’ll be the face of our Toyota dealership—guiding customers through one of the most exciting moments in their lives: choosing their next v... Show more

 • Promoted

Customer-Focused Retail Sales Associate at PetSmart

PetSmartTown of Cochrane, AB, CA
Full-time

Become a Retail Sales Associate at PetSmart and nurture relationships with pet owners! This full time position emphasizes customer service and pet care excellence within the store.PetSmart seeks a ... Show more

 • Promoted

Remote Sales - C$60,000 - C$140,000 A Year - Remote

RogersCochrane, Canada
Remote
Full-time

Remote Sales Representative for Rogers, engaging with SMB customers via calls to upsell internet, wireless, and cable services. Show more

 • Promoted

Mortgage Specialist

BMO Financial GroupTown of Cochrane, AB, CA
Part-time

Date limite pour présenter sa candidature : 05/30/2025.Groupe de famille d'emploi : Ventes et service, Services bancaires aux particuliers.Join BMO - imagine the possibilities.Are you looking for a... Show more

 • Promoted

Pet Groomer

PetSmartCochrane, Alberta, Canada
Full-time +1

PetSmart does Anything for Pets – JOIN OUR TEAM!.Our associates are the heart of Team PetSmart.Together, we're building the best team in retail through our values-based culture, connection, and tea... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausCochrane, AB, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Earn Cash From Taking Surveys Online

Earn HausCochrane, AB, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Retail Sales Associate Full Time

PetSmartTown of Cochrane, AB, CA
Full-time

Retail Sales Associate (Full Time).PetSmart’s Pet Associate is responsible for engaging with pet parents and their pets while providing positive experiences and upholding the company’s vision, miss... Show more