Mortgage Specialist

7 days ago

Coquitlam, Canada BMO Financial Group Full time

1025 Austin Avenue Coquitlam British Columbia,V3K 3N9

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 more. Expect to fill an important and rewarding role - helping customers make their dream of home ownership a reality. You will be provided with industry-leading training and support and will be able to build your existing referral network with our competitive referral programs to achieve your full potential.

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 te

  • Mortgage Specialist

    3 weeks ago

    Coquitlam, Canada BMO Financial Group Full time

    1161 The High Street, Unit 1 Coquitlam British Columbia,V3B 7W3 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 more. Expect to fill an important and rewarding...

  • Mortgage Specialist

    5 days ago

    Coquitlam, Canada BMO Financial Group Full time

    1161 The High Street, Unit 1 Coquitlam British Columbia,V3B 7W3 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 more. Expect to fill an important and rewarding...

  • Mortgage Specialist

    3 weeks ago

    Coquitlam, Canada BMO Financial Group Full time

    4789 Kingsway Avenue Burnaby British Columbia,V5H 0A3 At BMO, we are PURPOSEfully different and proud of it. To meet our goal as the fastest growing retail bank in Canada we need a team of passionate Mortgage Specialists who are entrepreneurial minded and excited to grow their business with us. If you are looking to take your career to the next level this...

  • Mobile Mortgage Specialist Assistant

    2 days ago

    Coquitlam, Canada TD Bank Full time

    **Work Location**: Coquitlam, British Columbia, Canada **Hours**: 1 **Line of Business**: Personal & Commercial Banking **Pay Details**: **Start an exciting career with one of the strongest financial institutions in Canada. TD is growing their Mobile Mortgage Sales Force and is seeking performance-driven individuals to join our dynamic team!** **The TD...

  • Mobile Mortgage Specialist Assistant

    4 weeks ago

    Coquitlam, Canada TD Bank Full time

    **Work Location**: Coquitlam, British Columbia, Canada **Hours**: 1 **Line of Business**: Personal & Commercial Banking **Pay Details**: $22.35 - $29.76 CAD Start an exciting career with one of the strongest financial institutions in Canada. TD is growing their Mobile Mortgage Sales Force and is seeking performance-driven individuals to join our dynamic...

  • Mobile Mortgage Specialist Assistant

    3 days ago

    Coquitlam, Canada TD Bank Full time

    **Work Location**: Coquitlam, British Columbia, Canada **Hours**: 1 **Line of Business**: Personal & Commercial Banking **Pay Details**: $22.35 - $29.76 CAD Start an exciting career with one of the strongest financial institutions in Canada. TD is growing their Mobile Mortgage Sales Force and is seeking performance-driven individuals to join our dynamic...

  • Mortgage Specialist

    3 weeks ago

    Coquitlam, Canada BMO Financial Full time

    Application Deadline: 01/30/2025Address: 1161 The High Street, Unit 1Job Family Group:Retail Banking Sales & ServiceJoin 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

    1 week ago

    Coquitlam, Canada BMO Financial Full time

    Application Deadline: 02/27/2025 Address: 1161 The High Street, Unit 1 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...

  • Mortgage Specialist

    5 days ago

    Coquitlam, Canada BMO Full time

    Application Deadline: 11/29/2024 Address: 1161 The High Street, Unit 1 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...

  • Mortgage Specialist

    18 hours ago

    coquitlam, Canada BMO Financial Full time

    Application Deadline:02/27/2025Address:1161 The High Street, Unit 1Job Family Group:Retail Banking Sales & ServiceJoin 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...

  • Mortgage Specialist

    3 weeks ago

    Port Coquitlam, Canada BMO Financial Group Full time

    102 - 2564 Shaughnessy Street Port Coquitlam British Columbia,V3C 3G4 At BMO, we are PURPOSEfully different and proud of it. To meet our goal as the fastest growing retail bank in Canada we need a team of passionate Mortgage Specialists who are entrepreneurial minded and excited to grow their business with us. If you are looking to take your career to the...

  • Mortgage Specialist

    3 weeks ago

    Coquitlam, Canada BMO Financial Full time

    Application Deadline:01/30/2025Address:1161 The High Street, Unit 1Job Family Group:Retail Banking Sales & ServiceJoin 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...

  • Mortgage Specialist Associate

    2 weeks ago

    Coquitlam, Canada BMO Financial Group Full time

    1161 The High Street, Unit 1 Coquitlam British Columbia,V3B 7W3 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...

  • Highly Skilled Mortgage Originator

    9 hours ago

    Coquitlam, British Columbia, Canada BMO Financial Full time

    At BMO Financial Group, 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.Cultivating strong relationships is at the heart of this role as a Mortgage Specialist. You will be responsible for building and managing a referral network...

  • Mortgage Solutions Expert

    5 days ago

    Coquitlam, British Columbia, Canada BMO Financial Full time

    Role OverviewThe Mortgage Specialist role at BMO Financial Group offers a dynamic opportunity for individuals to excel in customer service, sales, and relationship management. This position is ideal for those who thrive in entrepreneurial environments, seeking to build their referral network and drive business growth.As a Mortgage Specialist, you will play a...

  • Mobile Mortgage Specialist Assistant

    4 days ago

    Port Coquitlam, Canada TD Bank Full time $23 - $31

    Work Location: Port Coquitlam, British Columbia, CanadaHours: 1Line of Business: Personal & Commercial BankingPay Details: $23.35 - $31.20 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation...

  • Mortgage Specialist

    10 hours ago

    Coquitlam, Canada BMO Financial Full time

    Application Deadline: 02/27/2025 Address: 1161 The High Street, Unit 1 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...

  • Mortgage Specialist

    2 weeks ago

    Coquitlam, British Columbia, V3B 2P7, Greater Vancouver, Canada BMO Financial Full time

    Application Deadline: 02/27/2025 Address: 1161 The High Street, Unit 1 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...

  • Vice President Mortgage Specialists

    3 weeks ago

    Coquitlam, Canada BMO Financial Group Full time

    1161 The High Street, Unit 1 Coquitlam British Columbia,V3B 7W3 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...

  • Mobile Mortgage Specialist

    6 days ago

    Coquitlam, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : CUSTOMER Identify client life and financial goals, potential barriers, provide recommendations, and ongoing relationship / portfolio management Requires broad general knowledge of all other products in order to identify cross-sell opportunities and/or refer customer to internal Bank partners Provide ongoing comprehensive reviews of...