Mortgage Specialist

1 month ago

Hamilton, Canada BMO Financial Group Full time

50 Bay Street South Hamilton Ontario,L8P 4V9

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.

**Qualifications**:

- Actively searches for sales opportunities to achieve individual sales and profitability goals.
- Proactively contacts realtors and referral sources identified through the creation of national partnerships and/or creates local partnerships to lead client and realtor discussions and sell real estate lending products and insurance that meet the Bank’s mortgage growth and profitability objectives.
- Assists with the implementation of targeted marketing programs, promotions, and other initiatives.
- Seeks opportunities to expand network by obtaining referrals from existing relationships.
- Establishes and enhances the Bank’s community presence by participating in trade shows, conferences, and related events.
- Provides marketing, event coordination, and general administrative support to maintain positive and ongoing contact with their broader referral network.
- Delivers exceptional customer service that builds trust through expertise, responsive service, and support.
- Organizes customer appreciation events, seminars, and conference calls.
- Partners with branch teams to properly hand off customers to finalize mortgage documentation.
- Resolves or escalates issues to meet customer expectations and ensures funds are advanced in a timely manner.
- Identifies client needs for banking products (e.g. everyday banking, lending, and investment) and refers to appropriate BMO partners.
- 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.
- Engages with third party realtors, lawyers, and related referral sources to create strong relationships that generate referrals for clients requiring real estate lending solutions.
- Sells real estate lending and insurance products and identifies and initiates cross-sell opportunities and referrals in the best interest of the customer.
- 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.
- Completes all necessary transactional documentation in compliance with security measures.
- Ensures adherence to all aspects of First Principles our code of Business Conduct and Ethics which deals with individual accountability as it relates to potential conflicts of interest, safeguarding of client information, trading in securities, anti-money laundering, privacy and disclosure of outside business activities.
- 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.
- 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.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules

  • Mortgage Underwriter

    4 weeks ago

    Hamilton, Canada Mission 35 Mortgages Full time

    **Who are we?** At Mission 35 Mortgages, we provide 5-star mortgage service and advice for our client’s biggest investment, their home. We place importance on education and service to become their mortgage advisor for life. **Who are we looking for?** **Responsibilities**: - Fund 20 mortgages a month with assistance from the Closing Specialist -...

  • Mobile Mortgage Specialist

    1 month ago

    Hamilton, Canada TD Bank Full time

    404600BR Sales & Business Development Hamilton, ON March 29, 2023 Company Overview Department Overview TD Canada Trust is TD’s customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through its branch banking network,...

  • Mobile Mortgage Specialist

    1 month ago

    Hamilton, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - TD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through its branch...

  • Mortgage Specialist

    1 day ago

    Hamilton, Canada Scotiabank Full time

    Requisition ID: 164660 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and...

  • Mortgage Specialist

    4 weeks ago

    Hamilton, Canada BMO Financial Group Full time

    910 Queenston Road, Unit 1 Stoney Creek Ontario,L8G 1B5 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...

  • Internal Communications Specialist

    1 month ago

    Hamilton, Canada FirstOntario Credit Union Full time

    **Why FirstOntario?** FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial institution dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs - from chequing and savings accounts to...

  • Associate Financial Advisor/Associate Financial Service Specialist

    3 weeks ago

    Hamilton, ON, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Services Specialist, you’ll form a deep understanding of your personal and small business...

  • Spécialiste Hypothécaire Mobile

    1 month ago

    Hamilton, Canada TD Bank Full time

    Lieu de travail: Hamilton, Ontario, Canada Horaire: 37.5 Secteur d’activité: Services bancaires personnels et commerciaux Détails de la rémunération: Description du poste: Are you looking for an exciting career opportunity in business development with one of the strongest financial institutions in Canada? TD is growing their Mobile Mortgage Sales...

  • Internal Communications Specialist

    1 month ago

    Hamilton, Ontario, Canada FirstOntario Credit Union Full time

    Why FirstOntario?FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial institution dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs - from chequing and savings accounts to loans...

  • Personal Banker

    4 weeks ago

    Hamilton, Canada HSBC Full time

    Opening up a world of opportunity. HSBC is a financial services organization serving more than 39 million customers across the world through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses. We’re here to use our outstanding expertise, capabilities, breadth and perspectives to open up a world of new opportunities...

  • Personal Banking Officer

    4 days ago

    Hamilton, Canada Alterna Sa Full time

    Personal Banking Officer (Lending Specialist) Job Category: Retail Branches Requisition Number: PERSO003047 Apply now Posted : April 24, 2024 Full-Time Locations Showing 1 location Hamilton Branch 1005 King Street West Hamilton, ON L8S1L3, CAN DescriptionScope of PositionThe Personal Banking Officer is the lead role involved in...

  • Personal Banking Officer

    4 days ago

    Hamilton, Canada Alterna Sa Full time

    Personal Banking Officer (Lending Specialist) Job Category: Retail Branches Requisition Number: PERSO003047 Apply now Posted : April 24, 2024 Full-Time Locations Showing 1 location Hamilton Branch 1005 King Street West Hamilton, ON L8S1L3, CAN DescriptionScope of PositionThe Personal Banking Officer is the lead role involved in...

  • Personal Banking Officer

    4 days ago

    Hamilton, Canada Alterna Sa Full time

    Personal Banking Officer (Lending Specialist) Job Category: Retail Branches Requisition Number: PERSO003047 Apply now Posted : April 24, 2024 Full-Time Locations Showing 1 location Hamilton Branch 1005 King Street West Hamilton, ON L8S1L3, CAN DescriptionScope of PositionThe Personal Banking Officer is the lead role involved in...

  • Financial Services Representative

    4 days ago

    Hamilton, Canada Meridian Full time

    Description ">   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:  Our Retail Banking Practice:   Our vision is to be recognized...

  • Financial Services Representative

    4 days ago

    Hamilton, Canada Meridian Credit Union Ltd Full time

    Financial Services Representative - Full Time Job Category: Retail Requisition Number: FINAN005074 Apply now Posted : March 14, 2024 Full-Time Locations Showing 1 location Jackson Square Hamilton, ON L9H 1A1, CAN DescriptionWhy Meridian?At Meridian, our aspiration is to integrate our purpose into everything we do for people, the...

  • Financial Services Representative

    4 days ago

    Hamilton, Canada Meridian Credit Union Ltd Full time

    Financial Services Representative - Full Time Job Category: Retail Requisition Number: FINAN005074 Apply now Posted : March 14, 2024 Full-Time Locations Showing 1 location Jackson Square Hamilton, ON L9H 1A1, CAN DescriptionWhy Meridian?At Meridian, our aspiration is to integrate our purpose into everything we do for people, the...

  • Financial Services Representative

    4 days ago

    Hamilton, Canada Meridian Credit Union Ltd Full time

    Financial Services Representative - Full Time Job Category: Retail Requisition Number: FINAN005074 Apply now Posted : March 14, 2024 Full-Time Locations Showing 1 location Jackson Square Hamilton, ON L9H 1A1, CAN DescriptionWhy Meridian?At Meridian, our aspiration is to integrate our purpose into everything we do for people, the...

  • Personal Banking Officer

    5 days ago

    Hamilton, Canada Alterna Savings Full time

    Scope of Position The Personal Banking Officer is the lead role involved in outbound, banker-initiated contact of members using in branch renewal lists, branch and marketing lead lists. The focus of this role is to contact and meet with designated members in an effort to understand and meet their overall banking needs, consolidate share of wallet and...

  • Preferred Banker I

    4 days ago

    Hamilton, Canada First Financial Bank Full time

    Preferred Banker I (Downtown Hamilton) page is loaded Preferred Banker I (Downtown Hamilton) Apply locations OH - Hamilton - High St time type Full time posted on Posted Yesterday job requisition id R6808 We do the right things, right now. We do them in a way that is relevant to our clients. Become a part...

  • Preferred Banker I

    4 days ago

    Hamilton, Canada First Financial Bank Full time

    Preferred Banker I (Downtown Hamilton) page is loaded Preferred Banker I (Downtown Hamilton) Apply locations OH - Hamilton - High St time type Full time posted on Posted Yesterday job requisition id R6808 We do the right things, right now. We do them in a way that is relevant to our clients. Become a part...