Drive mortgage renewal conversations at BMO using home financing expertise and informed customer advice. Work across channels to support retention and growth.
As a Mortgage Retention Specialist, you will guide inbound and outbound contacts through home financing options. You will identify customer needs, integrate relevant promotions, and manage transactional outcomes or referrals. The work includes pricing negotiations, documentation, and regulatory compliance.
Key Responsibilities:
- Drive sales conversations during mortgage renewal contacts
- Provide advice on financing and investment options
- Negotiate home financing pricing for profitable transactions
- Process requests and complete accurate documentation
- Refer complex situations to appropriate groups or managers
Requirements:
- Two to three years relevant experience preferred, not required
- Knowledge of personal lending and home financing products
- Understanding of marketplace trends and product offerings
- Good verbal and written communication skills
- Good analytical, organizational, and collaboration skills
Apply mortgage renewal, customer advice, and financing knowledge while protecting customer information and supporting BMO business objectives.
Mortgage Renewal Sales Specialist in Ottawa employer: BMO
BMO Financial Group is an exceptional employer, offering a dynamic work environment in the heart of Toronto where legal professionals can thrive. With a strong commitment to employee growth, BMO provides extensive training, mentorship, and opportunities for career advancement, all while fostering a culture of diversity and inclusion. Employees enjoy a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans, making it a rewarding place to build a meaningful career.
