Mortgage Specialist

5 months ago

Quebec City, Canada BMO Financial Group Full time

2828 boul Laurier Quebec Quebec,G1V 0B9

**Compensation and Benefits**:$0 - $15,000.00

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 problem

  • Mortgage Specialist, Manulife Bank

    5 months ago

    Quebec City, 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...

  • Mortgage Development Manager

    3 months ago

    Quebec City, Canada National Bank Full time

    Youtube VideoA career at National Bank means having a direct impact on clients. As a Mortgage Development Manager, you’ll help Personal Banking clients with an important life project: buying a home. You’ll interact with both internal National Bank partners and external partners in the real estate industry to develop your client base and identify...

  • Bilingual Mortgage Information Specialist

    6 months ago

    Quebec Province, Canada Sagen Full time

    Job Summary The Mortgage Information Specialist, reporting to the Manager, Customer Service, works in a high-volume contact centre answering general mortgage insurance questions and responding to specific information requests on Sagen products. **Responsibilities**: - Provide the highest level of customer service in a fast-paced, high-volume contact...

  • Mortgage Specialist

    4 months ago

    Québec City, Canada Scotiabank Full time

    Requisition ID: 200096 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Join us as we build a high-performing, purposed driven, winning sales team, anchored by an inclusive, client-focused culture. Job Purpose: We are currently seeking a passionate and results-driven Home Financing Advisor (HFA)...

  • Mortgage Specialist

    6 months ago

    Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat 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

  • Mortgage Development Manager

    3 months ago

    Quebec City, 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 Specialist

    4 months ago

    Québec City, Canada Scotiabank Full time

       Requisition ID: 200096Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Join us as we build a high-performing, purposed driven, winning sales team, anchored by an inclusive, client-focused culture.  Job Purpose: We are currently seeking a passionate and results-driven Home Financing Advisor (HFA)...

  • Mortgage Development Manager

    2 months ago

    Québec City, Canada National Bank Full time

    Attendance Hybrid Job number 22216 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 03-Sep-2024 Location: Quebec, Quebec City Quebec Province/State Quebec Area of Interest: Advisory services, Mortgage products A career at National Bank means having a direct...

  • Mortgage Development Manager

    2 weeks ago

    Québec City, Canada National Bank Full time

    Attendance Hybrid Job number 22216 Category Intermediate Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 03-Sep-2024 Location: Quebec, Quebec City Quebec Province/State Quebec Area of Interest: Advisory services, Mortgage products A career at National Bank means having a direct...

  • Residential Financial Specialist

    6 months ago

    Quebec City, Canada National Bank of Canada Full time

    A career as Residential Financial Specialist is about being part of the transformation and having a direct impact on the customer. As a Residential Financial Specialist, you act as an expert for branch customers by offering a high-quality mortgage credit advisory service. You identify and develop credit opportunities. You will work in synergy with the...

  • Mobile Mortgage Specialist, Quebec

    3 weeks ago

    Québec City, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : TD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through its branch banking network, telephone, internet banking, and ‘TD Green Machine’ automated banking machines. Are you...

  • Mortgage Development Manager

    3 weeks ago

    Jonquière, Quebec, Le Fjord-du-Saguenay, Canada National Bank 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 lives.Your Role Provide exceptional customer service by supporting our clients in the development of strategies during purchase...

  • Mobile Mortgage Specialist, West Island Mtl

    2 months ago

    Québec City, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : TD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through its branch banking network, telephone, internet banking, and ‘TD Green Machine’ automated banking machines. Are you...

  • Mortgage Development Manager

    6 months ago

    Dollard-des-Ormeaux, Quebec, H8C, Montréal, Canada National Bank 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 lives. Your Role Provide exceptional customer service by supporting our clients in the development of strategies during...

  • Bilingual Client Account Specialist

    4 weeks ago

    Quebec Province, Canada HomeEquity Bank Full time

    WHO WE ARE HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse...

  • Bilingual Sales Communications Specialist

    5 months ago

    Quebec City, 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...

  • Residential Financial Specialist

    6 months ago

    Québec City, Canada NBC Full time

    Area of Interest: Advisory services, Mortgage products ...

  • Banking Advisor

    5 months ago

    Quebec City, Canada National Bank of Canada Full time

    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 offers...

  • Banking Advisor

    1 month ago

    Quebec City, Canada National Bank Full time

    About the RoleA career as a Banking Advisor at National Bank offers a dynamic 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 and use your analytical skills to offer a people-centric experience for branch clients.This role...

  • Financial Services Representative

    4 weeks ago

    Quebec City, Canada National Bank Full time

    A career as a Banking Advisor at National Bank offers a dynamic 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.This role provides opportunities for development and growth, enabling you to expand your responsibilities and progress in your career.Your key...