Mortgage Specialist

6 days ago

Montréal, Canada BMO Financial Group Full time

6455 rue Jean Talon Est, #101 Montreal Quebec,H1S 3E8

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.

This position require

  • Mortgage Specialist--bilingual

    1 week ago

    Montréal, Canada First National Financial Full time

    We are hiring a Mortgage Specialist--Bilingual! **The Role**: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. **Reporting To**: Team Leader, Mortgage Specialist **Full-Time/Part - Time**: Full-time **Posting Date**: May 28, 2024 **Closing Date**: June 12, 2024 **Hours of Work**: 8:30...

  • Mortgage Specialist--bilingual

    2 weeks ago

    Montréal, Canada First National Financial Full time

    We are hiring a Mortgage Specialist--Bilingual! **The Role**: The Mortgage Specialist is responsible for the retention of existing clients through refinancing and port and increases. **Reporting To**: Team Leader, Mortgage Specialist **Full-Time/Part - Time**: Full-time **Posting Date**: March 25, 2024 **Closing Date**: April 8, 2024 **Hours of Work**: 8:30...

  • Mobile Mortgage Specialist Assistant

    3 days ago

    Montréal, Canada TD Bank Full time

    **Mobile Mortgage Specialist Assistant**: - 432924BR **Job Category - Primary** - Sales & Business Development **Work Location** - 800 Rene Levesque Boulevard West **Employment Type** - Casual **City** - Montreal **Time Type** - Part Time **Province/State** - Quebec **Hours** - 0 **Workplace Model** - Remote **Pay Details** **Job Details** - Start...

  • Mortgage Specialist Associate

    3 weeks ago

    Montréal, Canada BMO Financial Group Full time

    13000 rue Sherbrooke Est Montreal Quebec,H1A 3W2 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...

  • Bilingual Mortgage Retention Specialist

    3 weeks ago

    Montréal, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Alternate Mortgage Solutions Specialist

    3 weeks ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** In this role, you provide peace of mind to clients by providing customized mortgage solutions and advice. Your ability to develop relationships with both internal and external partners is crucial to your success. Further, you build client loyalty through your keen desire to provide exceptional and personalized...

  • Mortgage Solutions Specialist

    3 weeks ago

    Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Mobile Mortgage Specialist, Montreal

    7 days ago

    Montréal, Canada TD Bank Full time

    **Mobile Mortgage Specialist, Montreal**: - 415288BR **Job Category - Primary** - Retail Banking - Financial Services **Work Location** - 1350 Rene-Levesque Blvd Corporate **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Offsite **Pay...

  • Mortgage Specialist

    3 weeks ago

    Montréal, Canada BMO Financial Group Full time

    4125 boul des Forges, Unit C13 Trois-Rivieres Quebec,G8Y 1W1 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...

  • Mortgage Specialist

    3 weeks ago

    Montréal, Canada BMO Financial Group Full time

    5885, boulevard Jean XXIII Trois-Rivieres Quebec,G8Z 4N8 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 Advisor, Builder Specialist

    3 weeks ago

    Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Mobile Mortgage Specialist

    4 weeks ago

    Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:Remote**: **Employee Status**:Regular**: **Schedule**:Full-time**: With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their...

  • Mobile Mortgage Specialist

    4 weeks ago

    Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Montreal, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their...

  • Mobile Mortgage Specialist

    1 week ago

    Montréal, Canada National Bank of Canada Full time

    **Primary Locations**:Châteauguay, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: With National Bank, you benefit from working with a large established company, covering a large territory (with all the potential it has to offer), and enjoying flexible working conditions, while helping local people build their...

  • Mortgage Specialist

    3 weeks ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** In this role, you provide peace of mind to clients by providing customized mortgage solutions and advice. Your ability to develop relationships with both internal and external partners is crucial to your success, particularly within the community and realtors’ offices. Further, you build client loyalty through...

  • Mortgage Specialist

    2 weeks ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** In this role, you provide peace of mind to clients by providing customized mortgage solutions and advice. Your ability to develop relationships with both internal and external partners is crucial to your success, particularly within the community and realtors’ offices. Further, you build client loyalty through...

  • Mortgage Specialist

    7 days ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** In this role, you provide peace of mind to clients by providing customized mortgage solutions and advice. Your ability to develop relationships with both internal and external partners is crucial to your success, particularly within the community and realtors’ offices. Further, you build client loyalty through...

  • Mortgage Specialist

    1 month ago

    Montréal, Canada BMO Full time

    Application Deadline: 06/13/2024 Address: 6455 rue Jean Talon Est, #101 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...

  • Mortgage Specialist

    4 weeks ago

    Montréal, Canada BMO Full time

    Application Deadline: 06/13/2024 Address: 6455 rue Jean Talon Est, #101 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...

  • Document Specialist, Residential Mortgages

    7 days ago

    Montréal, Canada CMLS Financial Full time

    **Document Specialist, Residential Mortgages** **Montreal, QC** **Salary Range**:$50,000 - $65,000/yr **About the role**: - Establish and maintain positive relationships with broker partners - Interact with mortgage brokers for the collection of all required documents to satisfy all broker conditions - Review and verify accuracy of required...