Bmo Mortgage Specialist

2 weeks ago

Toronto, Canada BMO Financial Group Full time

2454 Yonge Street Toronto Ontario,M4P 2H5

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 independ

  • Mortgage Specialist

    1 week ago

    Toronto, Canada BMO Full time

    Application Deadline: 05/30/2024 Address: 4271 Sheppard Avenue 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...

  • Mortgage Specialist

    3 days ago

    Toronto, Canada BMO Full time

    Application Deadline: 06/29/2024 Address: 57-59 Provost Dr Unit B Bldg E 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...

  • Mortgage Specialist

    1 week ago

    Toronto, Ontario, Canada BMO Full time

    Application Deadline:04/29/2024Address:4271 Sheppard Avenue EastJob Family Group:Retail Banking Sales & ServiceCultivates, 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...

  • Mortgage Specialist

    1 week ago

    Toronto, Ontario, Canada BMO Full time

    Application Deadline:05/30/2024Address:877 Lawrence Avenue EastJob Family Group:Retail Banking Sales & ServiceCultivates, 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...

  • Mortgage Specialist

    1 day ago

    Toronto, Ontario, Canada BMO Full time

    Application Deadline:06/29/2024Address:57-59 Provost Dr Unit B Bldg EJob Family Group:Retail Banking Sales & ServiceCultivates, 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...

  • Mortgage Specialist

    1 week ago

    Toronto, Ontario, Canada BMO Full time

    Application Deadline:05/30/2024Address:1859 Leslie StJob Family Group:Retail Banking Sales & ServiceCultivates, 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...

  • Mortgage Specialist

    1 week ago

    Toronto, Ontario, Canada BMO Full time

    Application Deadline:05/30/2024Address:4271 Sheppard Avenue EastJob Family Group:Retail Banking Sales & ServiceCultivates, 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...

  • Mortgage Specialist

    1 week ago

    Toronto, Ontario, Canada BMO Full time

    Application Deadline:05/30/2024Address:1571 Sandhurst CircleJob Family Group:Retail Banking Sales & ServiceCultivates, 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...

  • Mortgage Specialist

    2 weeks ago

    Toronto, Canada BMO Full time

    Application Deadline: 05/30/2024Address:1859 Leslie StCultivates, 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 Specialist Associate

    1 week ago

    Toronto, Canada BMO Financial Group Full time

    26 Fort York Blvd, Units 1 & 2 Toronto Ontario,M5V 3Z3 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 Specialist

    3 weeks ago

    Toronto, Canada BMO Financial Group Full time

    1859 Leslie St Toronto Ontario,M3B 2M1 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...

  • Mortgage Specialist

    7 days ago

    Toronto, Canada BMO Financial Group Full time

    419 Eglinton Avenue West Toronto Ontario,M5N 1A4 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 Specialist

    2 weeks ago

    Toronto, Canada BMO Financial Group Full time

    57-59 Provost Dr Unit B Bldg E Toronto Ontario,M2K 0B7 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 Specialist

    2 weeks ago

    Toronto, Canada BMO Financial Group Full time

    1225 McCowan Road Toronto Ontario,M1H 3K3 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...

  • Mortgage Specialist

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    877 Lawrence Avenue East Toronto Ontario,M3C 2T3 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 Specialist

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    1500 Royal York Road, Unit 28 Toronto Ontario,M9P 3B6 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 Specialist

    2 weeks ago

    Toronto, Canada BMO Financial Group Full time

    3835 Bloor StW/5230 Dundas StW Toronto Ontario,M9B 1K9 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 Specialist

    1 week ago

    Toronto, Canada BMO Financial Group Full time

    2194 Lake Shore Boulevard West Toronto Ontario,M8V 1A2 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 Specialist

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    1900 Eglinton Ave E, Bldg C Toronto Ontario,M1L 2L9 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 Specialist

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    6464-6468 Yonge St, Unit 166 Toronto Ontario,M2M 3X4 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...