Mortgage Retention Specialist
BMO — 9 Locations
Posted 2026-10-28
Application Deadline: 11/17/2026 Address: VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMO Job Family Group: Retail Banking Sales & Service Schedule for this role: Flexibility to work 37.5 hours per week Monday to Friday – Eastern hours – 9AM to 8PM and Saturday 10AM-6PM (on rotation – every four weeks) Shift bid process, working hours for first year are 12PM-8PM Proactively provides expert advice on mortgage renewal/financing needs, products and solutions to retain and expand share of wallet. Fulfills sales and service activities for customers by following approved procedures. Identifies and makes referrals to other business groups. Works through various channels based on the market needs to deliver the desired customer experience and achieve overall business objectives. Drives the sales process for inbound and outbound customer contacts upon mortgage renewal, through in-depth home financing options. Integrates marketing promotions and programs into customer conversations, where appropriate. Manages all transactional outcomes of customer contacts or refers to appropriate groups. Negotiates home financing pricing ensuring customers feel valued at the same time as profitable transaction