Mortgage Officer

Final date to receive applications: 06/29/2026

Address: 22410 Lougheed Highway

Job Family Group:
Retail Banking Sales & Service

Join BMO and bring your entrepreneurial spirit to help customers achieve their dream of home ownership. As a Mortgage Specialist you will receive industry‑leading training, support and can build your referral network with competitive programs.

• Cultivate, build, and manage relationships with a referral network to create a pipeline of new mortgage business.
• Actively identify sales opportunities and refer to BMO colleagues as appropriate.
• Develop and execute effective marketing and sales programs to drive business results.
• Follow corporate policies, operating directives, legal and regulatory requirements.
• Proactively contact referral and origination sources through national or local partnerships to discuss home financing solutions.
• Assist with the implementation of targeted marketing programs, promotions and other initiatives.
• Search for cross‑sell and up‑sell opportunities to position the branch and achieve individual sales and profitability goals.
• Seek opportunities to expand network by obtaining referrals and originations from existing relationships.
• Establish and enhance the bank’s community presence by participating in trade shows, conferences and related events.
• Serve as a customer advocate during application and processing activities.
• Complete onboarding activities as required.
• Deliver exceptional customer service that builds trust through expertise, responsive service, and support.
• Guide customers throughout the mortgage application and processing activities.
• Partner with branch teams to properly hand off customers, finalize mortgage documentation, and refer non‑mortgage needs.
• Resolve or escalate issues to meet customer expectations and ensure funds are advanced in a timely manner.
• Provide friendly, courteous, and professional service, identifying client needs for banking products and referring to BMO partners.
• Stay abreast of consumer needs, industry trends, best practices, and regulatory requirements for mortgage products and services.
• Address customer service issues according to established parameters, escalating complex matters to senior staff.
• Develop solutions and make recommendations based on business strategy and stakeholder needs.
• Provide advice and guidance on implementation of solutions to the assigned business/group.
• Support execution of strategic initiatives with internal and external stakeholders.
• Help determine business priorities and best sequence for execution of group strategy.
• Conduct independent analysis and assessment to resolve strategic issues.
• Liaise with various BMO teams and customers to ensure satisfactory completion of the home financing application.
• Update documents in BMO’s internal systems to provide real‑time status of customer opportunities, transactions, and issues.
• Analyze data and information to provide insights, recommendations, and create regular and ad‑hoc reports and dashboards.
• Provide input into the planning and implementation of operational programs.
• Execute routine tasks such as service requests.