Job Description
BMO Mortgage Specialist
Job Family Group: Retail Banking Sales & Service
Responsibilities
- 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 achi...
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