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Mortgage Sales and Service Specialist
2 months 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 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 assistance.
- 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, ensuring 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 up-to-date on 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.
- Problem-solving skills.
- Strategic influencing and negotiation skills.
- Basic specialized knowledge.
- Verbal and written communication skills.
- Organization skills.
- Collaboration and team skills.
- Analytical and problem-solving skills.
BMO offers a competitive salary range of $35,000.00 - $52,000.00, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
We are committed to an inclusive, equitable, and accessible workplace, where everyone has the opportunity to grow and make an impact. Accommodations are available on request for candidates taking part in all aspects of the selection process.
