Mortgage Specialist

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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 indi...