Mortgage Specialist

6 months ago

Surrey, Canada BMO Financial Group Full time

5661 - 152 Street Surrey British Columbia,V3S 9A5

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

  • Mobile Mortgage Specialist

    3 weeks ago

    Surrey, Canada Coast Capital Savings Full time

    As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...

  • Mobile Mortgage Specialist

    1 month ago

    Surrey, Canada Coast Capital Savings Full time

    As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone...

  • Mortgage Specialist

    2 months ago

    Surrey, Canada BMO Financial Group Full time

    5661 152 Street Surrey British Columbia,V3S 9A5 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

    6 months ago

    Surrey, Canada BMO Financial Group Full time

    7488 King George Hwy, #110,160 Surrey British Columbia,V3W 0H9 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...

  • Mortgage Business Development Specialist

    4 weeks ago

    Surrey, British Columbia, Canada BMO Full time

    About UsBMO is a leading financial institution that strives to create lasting, positive change for our customers, communities, and people. Our purpose is to boldly grow the good in business and life, and we're committed to making a meaningful impact.Job SummaryWe're seeking an experienced Mortgage Business Development Specialist to join our team! As a key...

  • Mobile Mortgage Specialist Assistant

    6 months ago

    Surrey, Canada TD Bank Full time

    **Work Location**: Surrey, 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...

  • Strategic Marketing Operations Specialist

    4 weeks ago

    Surrey, British Columbia, Canada SKYREACH CAPITAL MORTGAGE LTD. Full time

    Job OverviewWe are seeking a highly motivated and experienced Strategic Marketing Operations Specialist to join our team at Skyreach Capital Mortgage Ltd. This role will be responsible for developing and implementing marketing strategies, conducting analytical studies, and evaluating customer service and store environments.

  • Mobile Mortgage Specialist Assistant

    2 months ago

    Surrey, Canada TD Bank Full time

    **Work Location**: Surrey, 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

    6 months ago

    Surrey, Canada TD Bank Full time

    Work Location: Surrey, British Columbia, Canada Hours: 1 Line of Business: Personal & Commercial Banking Pay Details: **Job Description**: 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

    1 month ago

    Surrey, Canada TD Bank Full time

    **Work Location**: Surrey, 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

    4 months ago

    Surrey, Canada BMO Full time

    Application Deadline: 08/30/2024 Address: 7488 King George Hwy, #110,160 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...

  • Mortgage Specialist

    4 weeks ago

    Surrey, Canada BMO Full time

    Application Deadline: 11/29/2024 Address: 10455 - 152nd Street 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 Associate

    6 months ago

    Surrey, Canada BMO Financial Group Full time

    10455 - 152nd Street Surrey British Columbia,V3R 7M8 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...

  • Mobile Mortgage Specialist Assistant

    1 month ago

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

    Description : 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 (MMS) sales team is a national retail banking channel responsible for acquisition of new mortgage...

  • Mobile Mortgage Specialist

    6 months ago

    Surrey, Canada TD Bank Full time

    **Mobile Mortgage Specialist**: - 426251BR **Job Category - Primary** - Sales & Business Development **Work Location** - 1933 Willingdon Avenue **Employment Type** - Regular **City** - Burnaby, Coquitlam, Delta, Richmond, Surrey **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Hybrid **Pay...

  • Executive Support Specialist

    4 weeks ago

    Surrey, British Columbia, Canada Homeland Mortgage Corporation Full time

    At Homeland Mortgage Corporation, we are seeking a highly skilled Executive Support Specialist to join our team.This is a permanent, full-time position working 30-40 hours per week. The successful candidate will have 1 year of experience in an administrative role and will be fluent in English.The estimated salary for this position is $50,000 - $65,000 per...

  • Mortgage Specialist

    6 months ago

    Surrey, Canada BMO Financial Group Full time

    1626 Martin Drive Surrey British Columbia,V4A 6E7 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 Agent/broker

    7 months ago

    Surrey, Canada Breezeful Full time

    **Who are we?** Breezeful is Canada's online mortgage brokerage operating in Ontario, British Columbia, Alberta, New Brunswick, and Nova Scotia. Our aim is to provide a convenient and efficient way for individuals to secure a mortgage online. We are backed by renowned investors who were early supporters of game-changing companies such as Airbnb, Dropbox,...

  • Mobile Mortgage Specialist

    2 months ago

    Surrey, Canada TD Bank Full time

    **Work Location**: Surrey, British Columbia, Canada **Hours**: 37.5 **Line of Business**: Personal & Commercial Banking **Pay Details**: 0$ - 0$ CAD This role is eligible for commission based earnings. Are you looking for an exciting career opportunity in business development with one of the strongest financial institutions in Canada? TD is growing...

  • Financial Record Specialist

    4 weeks ago

    Surrey, British Columbia, Canada SKYREACH CAPITAL MORTGAGE LTD. Full time

    Job DescriptionWe are seeking a detail-oriented Financial Record Specialist to join our team at SKYREACH CAPITAL MORTGAGE LTD. in this permanent position.About the JobThis role involves maintaining and balancing financial records, preparing cheques for payroll, and calculating fixed assets and depreciation. Additionally, you will be responsible for keeping...