Mortgage Specialist

3 weeks ago


Vaughan, Canada BMO Financial Group Full time

1621 Rutherford Rd Vaughan Ontario,L4K 0C6

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.
- 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.
- Works mostly indepen


  • Mortgage Agent

    2 weeks ago


    Vaughan, Canada Mortgage Centre-I DIRECT MORTGAGES INC. Full time

    Are you a new Mortgage Agent or Broker, and now looking for the right brokerage, or are you an existing Mortgage Agent/Broker, or a Bank Mortgage Specialist, looking to move to a Super Brokerage, then join us. Our Brokerage is growing and we are looking for qualified Mortgage Agent/Brokers ! **You will have, or**: **-**Acquire personal information from...

  • Mortgage Specialist

    3 weeks ago


    Vaughan, Ontario, Canada BMO Financial Full time

    Application Deadline:04/29/2025Address:1 Promenade Circle Job 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

    2 weeks ago


    Vaughan, Ontario, Canada BMO Financial Full time

    Application Deadline:04/29/2025Address:1 Promenade Circle Job 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

    4 days ago


    Vaughan, Ontario, Canada BMO Financial Full time

    Application Deadline: 04/29/2025Address: 1 Promenade CircleJob 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...

  • Mortgage Specialist

    4 weeks ago


    Vaughan, Canada BMO Financial Full time

    Application Deadline:04/29/2025Address:1 Promenade CircleJob 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 more....


  • Vaughan, Canada BMO Financial Group Full time

    3737 Major Mackenzie Drive Vaughan Ontario,L4H 0A2 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...


  • Vaughan, Canada Secure Mortgage Experts Full time

    Director of Underwriting **Responsibilities**: Establish & maintain positive relationships with Clients, Lenders, External business partners and mortgage sales team. - Structuring complex deals - Obtain approvals while ensuring borrower suitability - Interact with Lenders to negotiate mortgage approvals - Ensures completion of due diligence prior to sending...


  • Vaughan, Ontario, Canada BMO Financial Full time

    About the JobA Mortgage Specialist at BMO Financial Group is responsible for helping customers make their dream of home ownership a reality. They will be provided with industry-leading training and support and will be able to build their existing referral network with our competitive referral programs to achieve their full potential.The ideal candidate will...

  • Mortgage Specialist

    3 weeks ago


    Vaughan, Canada Scotiabank Full time

    Requisition ID: 155484 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: As a Mortgage Advisor 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 centres...


  • Vaughan, Ontario, Canada Gentai Capital Corp. Full time

    About UsGentai Capital Corp. is a leading alternative investment firm specializing in residential and commercial mortgages nationwide. We have established ourselves as a strong and conservative player in the market, providing mortgage solutions to homeowners, developers, and real estate investors. Our growth can be attributed to a mindful approach and a...


  • Vaughan, Ontario, Canada BMO Financial Full time

    About the RoleMortgage Specialists at BMO Financial Group are responsible for cultivating, building, 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. They actively identify sales opportunities and refer them to BMO colleagues as appropriate.Key...


  • Vaughan, Ontario, Canada BMO Financial Full time

    Job DescriptionBMO Financial Group is seeking a Mortgage Specialist to join its team. The successful candidate will be responsible for building and maintaining relationships with clients to help them achieve their financial goals. They will also assist in developing and executing effective marketing and sales programs to drive business results.Key Skills and...


  • Vaughan, Ontario, Canada BMO Financial Full time

    Job DescriptionThis position is responsible for developing and executing business strategies to drive growth and expansion of BMO's residential lending business. The ideal candidate will have strong leadership skills, excellent communication and interpersonal skills, and a proven track record of success in the mortgage industry.Main Responsibilities:Develop...


  • Vaughan, Ontario, Canada Ignite Talent Solutions Full time

    About the Role:">In this challenging and rewarding position, you will be responsible for managing a variety of real estate files, including purchases, sales, mortgages, and refinancing. As a key member of our team, you will work closely with experienced attorneys to prepare and review complex documentation, conduct title searches, and coordinate closings.Key...


  • Vaughan, Ontario, Canada Ignite Talent Solutions Full time

    Company OverviewIgnite Talent Solutions is a boutique firm based in Vaughan, Ontario. We are seeking a motivated and ambitious Law Clerk to join our experienced team.Job DescriptionIn this role, you will be responsible for completing purchase and mortgage files from start to finish. You will prepare and review bank documents, draft necessary documentation...


  • Vaughan, Ontario, Canada BMO Financial Full time

    Business Development OpportunityWe are seeking a skilled Home Finance Specialist Lead to lead our business development efforts and drive growth in the residential lending market. As a key member of our team, you will be responsible for identifying and pursuing new business opportunities, building strategic partnerships, and developing innovative solutions to...

  • Personal Banker

    2 weeks ago


    Vaughan, 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...


  • Vaughan, Canada HSBC Full time

    Opening up a world of opportunity. HSBC is a financial services organization serving more than 40 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...