Mortgage Specialist

5 months ago

Burlington, Canada BMO Financial Group Full time

1841 Walkers Line Burlington Ontario,L7M 0H6

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.
- Completes onboarding activities as required.
- Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
- 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.
- 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 and Benefits**:

  • Mortgage Specialist

    4 weeks ago

    Burlington, Ontario, Canada BMO Full time

    BMO Mortgage Specialist Job DescriptionAt BMO, we're seeking a skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you'll play a crucial role in helping customers achieve their dream of homeownership. Your expertise will be invaluable in guiding customers through the mortgage application process, ensuring a seamless and stress-free...

  • Mortgage Specialist

    3 weeks ago

    Burlington, 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.Key ResponsibilitiesCultivate and build relationships with a referral network to generate new mortgage business and increase BMO's share of...

  • Mortgage Specialist

    4 weeks ago

    Burlington, 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

    4 weeks ago

    Burlington, Ontario, Canada BMO Full time

    Mortgage Specialist Job DescriptionAbout the Role:BMO is seeking a skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating and managing relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market.Key...

  • Mortgage Originator

    6 days ago

    Burlington, Ontario, Canada BMO Full time

    About BMOBMO Financial Group is a leading financial institution dedicated to empowering individuals and businesses to achieve their goals. Our Purpose: Boldly Grow the Good in business and life, drives our commitment to creating lasting, positive change for our customers, communities, and people.Job OverviewWe are seeking a highly skilled Mortgage Specialist...

  • Mortgage Originator and Business Development Specialist

    7 days ago

    Burlington, Ontario, Canada BMO Full time

    At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. This means creating 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.We're looking for a skilled Mortgage...

  • Mortgage Specialist

    3 months ago

    Burlington, Canada BMO Full time

    Application Deadline: 08/30/2024 Address: 1841 Walkers Line Job Family Group: Retail Banking Sales & Service Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much...

  • Mortgage Specialist

    5 months ago

    Burlington, Canada BMO Financial Group Full time

    1841 Walkers Line Burlington Ontario,L7M 0H6 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...

  • Mortgage Specialist

    5 months ago

    Burlington, Canada BMO Financial Group Full time

    3027 Appleby Line Burlington Ontario,L7M 0V7 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...

  • Real Estate Lending Solutions Specialist

    2 days ago

    Burlington, Ontario, Canada BMO Full time

    Company OverviewBMO is a leading financial institution that empowers individuals and businesses to achieve their goals. Our Purpose, Boldly Grow the Good in business and life, guides our actions and decisions, fostering a culture of innovation, inclusivity, and excellence.SalaryThe estimated annual salary for this role ranges from $80,000 to over $120,000,...

  • Strategic Partnerships and Alliances Specialist

    1 week ago

    Burlington, Ontario, Canada TransUnion Full time

    About the Role:We are seeking a Strategic Partnerships and Alliances Specialist to manage existing and attract new platform and distribution partners across Auto, Mortgage, Credit Unions, and new market adjacencies to increase adoption of TU products and solutions.Responsibilities:Continuously monitor the performance of assigned partnerships and make...

  • Director, Secured Lending Specialist

    4 weeks ago

    Burlington, Ontario, Canada TransUnion Full time

    About the Role:The Director, Secured Lending will be part of the regional leadership team to drive strategic business development and execute new business initiatives that align with the region and create value for the Cards portfolio. Reporting to the Chief Revenue Officer, the incumbent will support strategic and business development engagements across...

  • Home Finance Specialist

    1 week ago

    Burlington, Ontario, Canada BMO Full time

    Unlock Your Potential in Home FinancingWe are seeking a skilled and motivated Home Finance Specialist to join our team at BMO. In this role, you will have the opportunity to build strong relationships with customers and help them achieve their dream of homeownership.About the RoleYou will be responsible for cultivating and managing relationships with a...

  • Financial Services Officer

    2 months ago

    Burlington, Canada The Police Credit Union Full time

    We are looking for a Financial Services Officer - an advisor specializing in personal loans and mortgages for our branch location in Aurora. The Police Credit Union is an exclusive financial institution for police personnel, their families and associated police groups within the Province of Ontario. We believe in “taking care of our own”, we take into...

  • Customer Service Representative

    5 days ago

    Burlington, Ontario, Canada Meridian Full time

    Role OverviewAs a Customer Service Representative - Member Experience Specialist at Meridian, you will play a vital role in delivering exceptional service to our Members, ensuring their financial well-being and helping them achieve their best lives.Company OverviewMeridian is Ontario's largest credit union and second-largest in Canada, serving over 360,000...

  • Credit Reporting and Data Acquisition Specialist

    7 days ago

    Burlington, Ontario, Canada TransUnion LLC Full time

    At TransUnion LLC, we're dedicated to leveraging information to empower informed decisions. As a trusted provider of global data solutions, our mission is to help people worldwide access opportunities that lead to a higher quality of life by enabling organizations to optimize risk-based decisions and consumers to manage their personal information.We strive...

  • Financial Services Representative

    5 months ago

    Burlington, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Member Services Representative-part Time

    5 months ago

    Burlington, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Member Services Representative

    3 weeks ago

    Burlington, Canada Meridian Credit Union Full time

    **Why Meridian?** At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are. **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the financial...

  • Financial Services Advisor

    5 months ago

    Burlington, Canada Meridian Credit Union Full time

    **Why Meridian?** **At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.** **Find our story here**:About Meridian**: **Our Retail Banking Practice**: Our vision is to be recognized as the...