Current jobs related to Mortgage Specialist - Toronto, Ontario - BMO

  • Mortgage Processing Specialist

    1 month ago

    Old Toronto, Ontario, Canada MCAN Mortgage Corporation Full time

    MCAN Mortgage Corporation, a prominent financial institution, is on the lookout for a Mortgage Processing Specialist to enhance their Residential Lending division in a contractual capacity. This position is ideal for a meticulous individual who possesses a strong enthusiasm for mortgage processing and relationship management. The successful candidate will...

  • Mortgage Solutions Expert

    2 weeks ago

    Toronto, Ontario, Canada Mortgage Automator Full time

    {"Job Title": "Client Solutions Specialist", "Company": "Mortgage Automator", "Job Summary": "We are seeking a skilled Client Solutions Specialist to join our team at Mortgage Automator. As a key member of our Client Solutions Team, you will provide exceptional technical support, manage customer accounts, and conduct quality assurance testing for our...

  • Mortgage Solutions Expert

    2 weeks ago

    Toronto, Ontario, Canada Mortgage Automator Full time

    {"Job Title": "Client Solutions Specialist", "Company": "Mortgage Automator", "Job Summary": "We are seeking a skilled Client Solutions Specialist to join our team at Mortgage Automator. As a key member of our Client Solutions Team, you will provide exceptional technical support, manage customer accounts, and conduct quality assurance testing for our...

  • Client Solutions Specialist

    2 weeks ago

    Toronto, Ontario, Canada Mortgage Automator Full time

    Job Title: Client Solutions Specialist Join Mortgage Automator's innovative team as a Client Solutions Specialist, driving exceptional technical support and customer satisfaction in the mortgage industry. About Mortgage Automator Mortgage Automator is a game-changing force in the mortgage industry, redefining standards with cutting-edge cloud-based loan...

  • Mortgage Specialist

    6 days ago

    Toronto, Ontario, Canada BMO Full time

    About the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesCultivate and build relationships with referral networks...

  • Mortgage Specialist

    5 days ago

    Toronto, Ontario, Canada BMO Full time

    About the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesCultivate and build relationships with referral networks...

  • Mortgage Specialist

    4 days ago

    Toronto, Ontario, Canada BMO Full time

    About the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesCultivate and build relationships with referral networks...

  • Mortgage Specialist

    4 days ago

    Toronto, Ontario, Canada BMO Full time

    About the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesCultivate and build relationships with referral networks...

  • Mortgage Specialist

    6 days ago

    Toronto, Ontario, Canada BMO Full time

    About the RoleWe are seeking a highly skilled and motivated Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesCultivate and build relationships...

  • Mortgage Specialist

    6 days ago

    Toronto, Ontario, Canada BMO Full time

    About the RoleWe are seeking a highly skilled and motivated Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesCultivate and build relationships...

  • Mortgage Specialist

    2 weeks ago

    Toronto, Ontario, Canada BMO Full time

    About the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership.Key ResponsibilitiesCultivate and build relationships with a referral network to generate new mortgage business and increase BMO's share of the home financing...

  • Mortgage Specialist

    2 weeks ago

    Toronto, Ontario, Canada BMO Full time

    About the RoleBMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership.Key ResponsibilitiesCultivate and build relationships with a referral network to generate new mortgage business and increase BMO's share of the home financing...

  • Mortgage Specialist

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job Summary:We are seeking a highly motivated and results-driven Mortgage Specialist to join our team at Scotiabank. As a Mortgage Specialist, you will be responsible for building strong relationships with clients, referral partners, and community stakeholders to generate mortgage opportunities and referrals. You will utilize your banking expertise and...

  • Mortgage Specialist

    2 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job Summary:We are seeking a highly motivated and results-driven Mortgage Specialist to join our team at Scotiabank. As a Mortgage Specialist, you will be responsible for building strong relationships with clients, referral partners, and community stakeholders to generate mortgage opportunities and referrals. You will utilize your banking expertise and...

  • Client Solutions Specialist

    6 days ago

    Toronto, Ontario, Canada Mortgage Automator Full time

    {"title": "Client Solutions Specialist", "description": "Transforming the Mortgage IndustryMortgage Automator is revolutionizing the mortgage industry with our cutting-edge cloud-based loan management and conveyancing software. We're seeking a skilled Client Solutions Specialist to join our team and contribute to our mission of delivering exceptional...

  • Client Solutions Specialist

    5 days ago

    Toronto, Ontario, Canada Mortgage Automator Full time

    {"title": "Client Solutions Specialist", "description": "Transforming the Mortgage IndustryMortgage Automator is revolutionizing the mortgage industry with our cutting-edge cloud-based loan management and conveyancing software. We're seeking a skilled Client Solutions Specialist to join our team and contribute to our mission of delivering exceptional...

  • Client Solutions Specialist

    5 days ago

    Toronto, Ontario, Canada Mortgage Automator Full time

    {"title": "Client Solutions Specialist", "description": "Transforming the Mortgage IndustryMortgage Automator is revolutionizing the mortgage industry with our cutting-edge cloud-based loan management and conveyancing software. We're seeking a skilled Client Solutions Specialist to join our team and contribute to our mission of delivering exceptional...

  • Mortgage Business Operations Specialist

    2 weeks ago

    Toronto, Ontario, Canada Lisa Holly Mortgage Agent Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team at Lisa Holly Mortgage Agent as a Mortgage Administration Assistant. As a key member of our team, you will play a crucial role in helping us manage our business operations, allowing us to focus on what we do best - developing and growing our business.Key...

  • Mortgage Business Operations Specialist

    2 weeks ago

    Toronto, Ontario, Canada Lisa Holly Mortgage Agent Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team at Lisa Holly Mortgage Agent as a Mortgage Administration Assistant. As a key member of our team, you will play a crucial role in helping us manage our business operations, allowing us to focus on what we do best - developing and growing our business.Key...

  • Mortgage Business Operations Specialist

    2 weeks ago

    Toronto, Ontario, Canada Lisa Holly Mortgage Agent Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team at Lisa Holly Mortgage Agent as a Mortgage Administration Assistant. As a key member of our team, you will play a crucial role in helping us manage our business operations, allowing us to focus on what we do best - developing and growing our business.Key...

Mortgage Specialist

4 months ago

Toronto, Ontario, Canada BMO Full time

Application Deadline:

06/29/2024

Address:

3022 Bloor Street West

Job Family Group:

Retail Banking Sales & Service

Cultivates, builds, and manages relationships with a referral network 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. Follows corporate policies, operating directives, legal and regulatory requirements.

  • Proactively contacts referral and origination sources identified through the creation of national partnerships and/or creates local partnerships to lead discussions about home financing solutions.
  • Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
  • Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
  • Supports the delivery of targeted marketing programs, promotions, and other initiatives.
  • Seeks opportunities to expand network by obtaining referrals and originations from existing relationships.
  • Establishes and enhances the Bank's community presence by participating in trade shows, conferences, and related events.
  • Serves a customer advocate during application and processing activities.
  • Completes onboarding activities as required.
  • Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
  • Guides customers throughout mortgage application and processing activities.
  • Partners with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
  • Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.
  • Provides customers with friendly, courteous, and professional service in response to queries and requests to identify client needs for banking products (e.g. everyday banking, lending, and investment) and refer 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.
  • Addresses customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provides advice and guidance to assigned business/group on implementation of solutions.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Helps determine business priorities and best sequence for execution of business / group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Liaises with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.
  • Documents updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems / issues.
  • Analyzes data and information to provide insights and recommendations.
  • Gathers and formats data into regular and ad-hoc reports and dashboards.
  • Provides input into the planning and implementation of operational programs.
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • Organizes work information to ensure accuracy and completeness.
  • Engages with referral network to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.
  • Completes all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
  • In-depth understanding of the mortgage lending process and applicable regulatory requirements.
  • Strong interpersonal, sales, customer service, and negotiation skills.
  • Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
  • Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
  • Strong knowledge of the broader real estate industry and mortgage market.
  • Strong negotiation skills.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.

Compensation & Benefits: 100% Commission role

Compensation and Benefits:

Pay Type:

Commission

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:

We're here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.

To find out more visit us at

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.