Mortgage Sales Specialist

Drive mortgage growth through referral networks and home financing expertise at BMO, serving customers from 6980 Mumford Road, Unit 312.

As a Mortgage Specialist in Retail Banking Sales & Service, you will build relationships that generate mortgage business and expand BMO’s home financing market share. You will identify sales opportunities, guide customers through applications, and collaborate with branch teams. The work includes marketing programs, customer advocacy, documentation, and regulatory compliance.

• Build referral relationships generating mortgage business and originations
• Identify sales, cross-sell, and up-sell opportunities
• Guide customers through mortgage applications and processing
• Partner with branches to finalize mortgage documentation
• Resolve or escalate issues for timely funding

• Knowledge of mortgage products and services
• Understanding of regulatory requirements, policies, and procedures
• Ability to analyze data and provide recommendations
• Ability to work mostly independently
• Sound risk-informed judgment within approved requirements

Apply mortgage expertise, relationship building, and customer advocacy to grow BMO home financing solutions and referral opportunities.