Financing Relationship Specialist

Build trusted home financing relationships with BMO customers through responsive service, sales programs, and referral network development.

This Mortgage Specialist role focuses on cultivating referral sources, creating partnerships, and increasing mortgage originations for real estate lending clients. You will deliver guidance throughout application and processing activities while identifying broader banking needs. Success requires marketing execution, sound judgment, and attention to regulatory and operational requirements.

• Proactively contact referral and origination sources
• Create local partnerships supporting home financing discussions
• Deliver responsive service that builds customer trust
• Refer banking needs to appropriate BMO partners
• Participate in trade shows and related events

• Ability to develop and manage referral networks
• Knowledge of consumer needs and industry trends
• Ability to address and escalate service issues
• Ability to document customer opportunity updates accurately
• Ability to complete transactions within established guidelines

Use home financing knowledge, customer service, and partnership development to create mortgage referrals and support BMO customers.