Mortgage Specialist

7 months ago

Richmond Hill, Canada BMO Financial Group Full time

11680 Yonge Street Richmond Hill Ontario,L4E 0K4

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 & Benefits*

  • Residential Mortgage Client Specialist

    1 month ago

    Richmond Hill, Canada Dravit Mortgage Agency Inc. Full time

    Join a Growing Team Dedicated to Exceptional Service Are you a natural communicator with a passion for helping others? Do you thrive in a fast-paced, dynamic environment and enjoy guiding clients through complex processes? If so, we have an exciting opportunity for you! We are seeking a highly motivated Residential Mortgage Client Specialist to join our...

  • Mortgage Specialist

    3 weeks ago

    Richmond Hill, Canada BMO Financial Group Full time

    11680 Yonge Street Richmond Hill Ontario,L4E 0K4 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...

  • Mortgage Specialist

    7 months ago

    Richmond Hill, Canada BMO Financial Group Full time

    9350 Yonge Street Richmond Hill Ontario,L4C 5G2 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...

  • Mortgage Specialists

    6 months ago

    Richmond Hill, Canada BMO Financial Group Full time

    1070 Major Mackenzie Dr E Richmond Hill Ontario,L4S 1P3 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...

  • Mortgage Specialist Associate

    18 hours ago

    Richmond Hill, Canada BMO Financial Group Full time

    Address: 550 Highway #7 East Job Family Group: Retail Banking Sales & Service 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....

  • Mortgage Specialist

    7 months ago

    Richmond Hill, Canada BMO Financial Group Full time

    9350 Yonge Street Richmond Hill Ontario,L4C 5G2 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...

  • Mobile Mortgage Specialist Assistant

    1 month ago

    Richmond, Canada TD Bank Full time

    **Work Location**: Richmond, 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 Development Manager

    7 months ago

    Richmond Hill, Canada National Bank of Canada Full time

    Youtube Video 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 lives. **Your Role** - Provide exceptional customer service by supporting our clients in the development of...

  • Mortgage Development Manager

    2 months ago

    Richmond Hill, Canada National Bank of Canada Full time

    Youtube Video 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 lives. **Your Role** - Provide exceptional customer service by supporting our clients in the development of...

  • Mobile Mortgage Specialist

    3 weeks ago

    Richmond, Canada TD Bank Full time

    **Work Location**: Richmond, British Columbia, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: 4 - 30 CAD **Overview department** 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...

  • Senior Business Systems Analyst

    1 month ago

    Richmond Hill, Ontario, Canada Onico Solutions Full time

    Job Overview">The Senior Business Systems Analyst will provide strategic business analysis services to business partners. This role is key to understanding the capabilities needed to address business challenges, particularly in our client's Mortgage Loans Originations process.">About the Role">This position involves working closely with business units to...

  • Advertising Specialist

    7 months ago

    Richmond Hill, Canada Prime Finance Full time

    Prime Finance, a premier mortgage brokerage is seeking a talented Advertising Specialist to join our team and help us in achieving excellence in our marketing efforts. **Position Overview**: As our Advertising Specialist, you will play a crucial role in driving our digital marketing campaigns to new heights. You will be responsible for creating and...

  • Closing Officer

    1 month ago

    Richmond Hill, Ontario, Canada Vaco Full time

    About the Opportunity">Preparation and negotiation of letters of intent/commitment, ensuring compliance with credit requirementsNegotiation and assistance with drafting of loan documents, including intercreditor and syndication documents, postponement and priority agreements, and other related legal documents.Engagement of service providers for property and...

  • Banking Advisor

    8 months ago

    Richmond Hill, Canada National Bank of Canada Full time

    Youtube Video A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. **Your job**: -...

  • Banking Advisor

    7 months ago

    Richmond, Canada National Bank of Canada Full time

    Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...

  • Banking advisor

    6 months ago

    Richmond, Canada National Bank Full time

    Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...

  • Trilingual Personal Banker, English, Cantonese and

    4 days ago

    Richmond, 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...

  • Trilingual Premier Relationship Manager, English

    2 days ago

    Richmond, 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...

  • Banking advisor

    7 months ago

    Richmond, British Columbia, B7A, Greater Vancouver, Canada National Bank Full time

    Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...