Mortgage Associate

2 weeks ago

Burnaby BC, Canada BMO Full time

Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business results. Adheres to audit, regulatory, and compliance policies and follows all standard processes/procedures.
Inputs and mitigates credit applications in coordination with internal partners and customers to facilitate smooth fulfillment and ensure documentation meets stipulated terms and conditions.
Monitors approved home financing applications to coordinate collection of all required documentation.
Provides administrative support by maintaining a database of third party referral sources and customers including development and maintenance of a marketing calendar.
Ensures third party referral sources are kept aware of the latest BMO offers and news including preparing and sending updated rate sheets.
Completes pre- and post- sales activities that support business and market share growth.
Receives and fulfils approved home and/or investment financing applications to provide accurate and efficient credit and administrative support.
Monitors home financing applications to advise Mortgage Specialist of any issues that might impede turnaround time and/or approval.
Provides marketing, event coordination, and general administrative support to assist the Mortgage Specialist in effectively maintaining positive and ongoing contact with their broader referral network.
Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.
Stays abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures for mortgage products and services.
Coordinates and executes specific activities for the implementation of strategic initiatives; Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.
Analyzes data and information to provide insights and recommendations.
Gathers and formats data into regular and ad-hoc reports and dashboards.
Verifies mortgage approvals for compliance with regulatory requirements and operational and credit policies.
Participates in projects and other activities designed to improve the customer experience.
Liaises between clients and various departments across the organization to discuss issues and procedures, and provides mortgage and insurance product support and expertise.
Acts in accordance with regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing Reporting requirements, FCAC consumer provision requirements, and Privacy Act provisions in accordance with Bank Policies & Procedures.
Follows security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to fraud, robbery, counterfeiting, money laundering or defalcation.
Protects the Bank's assets by adhering to all everyday banking, business banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements and established risk guidelines.
Understands risks and takes appropriate actions as they relate to personal banking, deposit and investment products, including all documentation, and any other requirements to maintain operational integrity.
Maintains the confidentiality of both customer and Bank information ensuring compliance with Bank Policies & Procedures.
Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
Working knowledge of credit policies and directives.
In-depth knowledge of risk management and compliance.
Working knowledge of personal lending and mortgage products and services.
We're here to help
It calls on us to create lasting, positive change for our customers, our communities and our people. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
Accommodations are available on request for candidates taking part in all aspects of the selection process.

  • Associate Mortgage Underwriter

    7 days ago

    Vancouver, BC, Canada First National Financial Full time

    We are hiring an Associate Mortgage Underwriter, Third Party Residential Underwriting! Reporting to the Manager, Third Party Residential Underwriting, the Associate Mortgage Underwriter supports the underwriting and credit decision process by reviewing all required documentation and applying sound due diligence. The Associate Mortgage Underwriter is...

  • Associate Mortgage Underwriter

    4 weeks ago

    Vancouver, BC, Canada First National Financial LP Full time

    Posted Friday, March 1, 2024 at 5:00 AM | Expires Saturday, April 6, 2024 at 3:59 AM We are hiring an Associate Mortgage Underwriter, Third Party Residential Underwriting! Reporting to the Manager, Third Party Residential Underwriting, the Associate Mortgage Underwriter supports the underwriting and credit decision process by reviewing all required...

  • Mortgage Specialist Associate

    4 weeks ago

    Burnaby, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Mortgage Specialist Associate

    4 weeks ago

    Burnaby, Canada BMO Financial Group Full time

    7075 Kingsway Avenue Burnaby British Columbia,V5E 1E5 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes...

  • Mortgage Specialist Associate

    2 weeks ago

    Burnaby, Canada BMO Full time

    Application Deadline: 05/30/2024Address:7075 Kingsway AvenueCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes...

  • Mortgage Specialist Associate

    2 weeks ago

    Burnaby, Canada BMO Full time

    Application Deadline: 05/30/2024Address:7075 Kingsway AvenueCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes...

  • Mortgage Specialist Associate

    7 days ago

    Burnaby, Canada BMO Full time

    Application Deadline: 05/30/2024Address:7075 Kingsway AvenueCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes...

  • Mortgage Specialist Associate

    2 weeks ago

    Burnaby, Canada BMO Full time

    Application Deadline: 05/30/2024Address:7075 Kingsway AvenueCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes...

  • Director, Commercial Mortgages

    1 week ago

    Vancouver, BC, Canada RedBranch Executive Search & Recruitment Full time

    2409 Director / Associate Director, Commercial Financing Our nation-wide commercial finance client boasts an amazing culture for career progression having maintained its dynamic, entrepreneurial spirit while becoming Canada’s largest non-bank lender. Our client has a newly created opportunity in the Vancouver office as Associate Director or Director,...

  • Director, Commercial Mortgages

    10 hours ago

    Vancouver, BC, Canada RedBranch Executive Search & Recruitment Full time

    2409 Director / Associate Director, Commercial Financing Our nation-wide commercial finance client boasts an amazing culture for career progression having maintained its dynamic, entrepreneurial spirit while becoming Canada’s largest non-bank lender.Our client has a newly created opportunity in the Vancouver office as Associate Director or Director,...

  • Mortgage Specialist Associate

    2 weeks ago

    Vancouver, BC, Canada BMO Full time

    Application Deadline: 05/30/2024 Address: 7075 Kingsway Avenue Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and...

  • Director, Commercial Mortgages

    1 week ago

    Vancouver, BC, Canada RedBranch Executive Search & Recruitment Full time

    2409 Director / Associate Director, Commercial Financing Our nation-wide commercial finance client boasts an amazing culture for career progression having maintained its dynamic, entrepreneurial spirit while becoming Canada’s largest non-bank lender. Our client has a newly created opportunity in the Vancouver office as Associate Director or Director,...

  • Associate Accountant, Finance

    4 weeks ago

    Vancouver, BC, Canada Trez Capital Group Full time

    Founded in 1997, Trez Capital is a non-bank leading provider of private commercial real estate debt and equity financing solutions across North America . For over 25 years, we have consistently provided developers and owners with flexible short- to mid-term financing. Trez Capital also offers private and institutional investors strategies to invest in a...

  • Associate, Online Banking

    2 weeks ago

    Vancouver, BC, Canada Coast Capital Savings Full time

    Job Type: Full Time We're looking for an Associate to support a team of Relationship Managers in Business Banking. As the Associate, you'll help in the preparation, execution and fulfillment of everyday banking products/solutions, including simple cash management products and the preparation of financial analysis and credit requests, including annual...

  • Accounting Assistant

    3 weeks ago

    Vancouver, BC, Canada Swim Recruiting Full time

    Successful real estate finance and investment services firm with a great corporate culture! SWIM has placed many people at this firm over the years with very positive feedback. A very stable and successful multi-entity real estate finance company (mortgages, property management, real estate investments, etc.) On behalf of our client, SWIM is looking for a ...

  • Director, Real Estate

    7 days ago

    Vancouver, BC, Canada Royal Bank of Canada Full time

    Job Summary Job Description What is the opportunity? As a Director on the BC Real Estate team, you will be responsible for business development and management of a portfolio of commercial real estate clients, with a primary focus on providing lending solutions for low-rise and high-rise residential real estate projects as well as income...