Mortgage Business Development Associate
1 week ago
We are seeking a highly motivated and experienced Mortgage Specialist Associate to join our team at BMO. As a key member of our mortgage sales and service team, you will be responsible for cultivating and building relationships with a referral network to drive new mortgage business and increase BMO's market share.
Key Responsibilities- Identify and pursue sales opportunities, referring to BMO colleagues as necessary to facilitate smooth fulfillment and ensure documentation meets stipulated terms and conditions.
- Monitor approved home financing applications to coordinate collection of all required documentation, ensuring timely and accurate processing.
- Collaborate with BMO colleagues to discuss any terms and conditions where documentation is unacceptable or to obtain missing documentation.
- Provide administrative support by maintaining a database of third-party referral sources and customers, including development and maintenance of a marketing calendar.
- Ensure third-party referral sources are kept informed of the latest BMO offers and news, including preparing and sending updated rate sheets.
- Support the Mortgage Specialist in maintaining positive and ongoing contact with their broader referral network, providing marketing, event coordination, and general administrative support.
- Complete pre- and post-sales activities that support business and market share growth, understanding customer needs to offer financial solutions that meet customer goals.
- Receive and fulfill approved home and/or investment financing applications, providing accurate and efficient credit and administrative support.
- Monitor home financing applications to advise BMO colleagues of any issues that might impede turnaround time and/or approval.
- Deliver exceptional customer service, building trust through expertise, responsive service, and support.
- Resolve or escalate issues to meet customer expectations and ensure funds are advanced in a timely manner.
- Provide customers with friendly, courteous, and professional service in response to queries and requests, identifying client needs for banking products and referring to appropriate BMO partners.
- Stay abreast of consumer needs, industry trends, best practices, and regulatory requirements for mortgage products and services.
- Address customer service issues according to established parameters, escalating persistent or complex matters to more senior staff or other departments for resolution.
- Coordinate and execute specific activities for the implementation of strategic initiatives, including tracking metrics and milestones.
- Liaise with various BMO teams and customers to ensure satisfactory completion and/or fulfillment of the home financing application.
- Document updates in BMO's internal systems to ensure employees have access to the status of outstanding customer opportunities, transactions, and problems/issues.
- Analyze data and information to provide insights and recommendations.
- Gather and format data into regular and ad-hoc reports and dashboards.
- Execute routine tasks within relevant service level agreements.
- Organize work information to ensure accuracy and completeness.
- Engage with referral networks to create strong relationships that generate referrals and mortgage originations for clients requiring real estate lending solutions.
- Complete all necessary transactions in compliance with guidelines and other requirements to maintain operational integrity.
- Complete complex and diverse tasks within given rules/limits.
- Analyze issues and determine next steps, escalating as required.
- Typically between 1-2 years of relevant experience and/or certification in a related field of study, or an equivalent combination of education and experience.
- Working knowledge of personal lending and mortgage products and services.
- Relationship Management skills - Good.
- Problem Solving - Good.
- Strategic influencing and negotiation - Basic.
- Basic specialized knowledge.
- Verbal and written communication skills - Good.
- Organization skills - Good.
- Collaboration and team skills - Good.
- Analytical and problem-solving skills - Good.
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