Mortgage Specialist
2 days ago
We are seeking a highly skilled Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with a referral network to drive new mortgage business and increase BMO's share of the home financing market.
Key Responsibilities- Proactively contact referral and origination sources to discuss home financing solutions.
- Assist with the implementation of targeted marketing programs and promotions.
- Search for cross-sell and up-sell opportunities to position to the branch for individual sales and profitability goals.
- Support the delivery of targeted marketing programs and promotions.
- Seek opportunities to expand the network by obtaining referrals and originations from existing relationships.
- Establish and enhance the Bank's community presence by participating in trade shows and conferences.
- Serve as a customer advocate during application and processing activities.
- Complete onboarding activities as required.
- Deliver exceptional customer service that builds trust through expertise, responsive service, and support.
- Guide customers throughout mortgage application and processing activities.
- Partner with branch teams to properly hand off customers, finalize mortgage documentation, and refer customers with non-mortgage needs.
- 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.
- 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.
- Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
- Provide advice and guidance to assigned business/group on implementation of solutions.
- Support the execution of strategic initiatives in collaboration with internal and external stakeholders.
- Help determine business priorities and best sequence for execution of business/group strategy.
- Conduct independent analysis and assessment to resolve strategic issues.
- 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.
- Provide input into the planning and implementation of operational programs.
- Execute routine tasks within relevant service level agreements.
- Organize work information to ensure accuracy and completeness.
- Engage with referral network 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.
- Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- In-depth understanding of the mortgage lending process and applicable regulatory requirements.
- Strong interpersonal, sales, customer service, and negotiation skills.
- Expert knowledge of self-management and teamwork, personal lending, relationship sales and management.
- Functional knowledge of personal banking, investments, trust services, business and commercial lending, and cash management.
- Strong knowledge of the broader real estate industry and mortgage market.
- Strong negotiation skills.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
-
Mortgage Specialist
5 days ago
Montreal, Quebec, Canada BMO Full timeMortgage Specialist Job DescriptionBMO is seeking a skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with referral networks to drive new mortgage business and increase BMO's share of the home financing market.Key Responsibilities:Proactively contact referral and...
-
Mortgage Specialist
5 days ago
Montreal, Quebec, Canada BMO Full timeMortgage Specialist Job DescriptionBMO is seeking a skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with referral networks to drive new mortgage business and increase BMO's share of the home financing market.Key Responsibilities:Proactively contact referral and...
-
Mortgage Specialist
4 hours ago
Montreal, Quebec, Canada BMO Full timeMortgage Specialist Job DescriptionBMO is seeking a skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with referral networks to drive new mortgage business and increase BMO's share of the home financing market.Key Responsibilities:Proactively contact referral and...
-
Mortgage Specialist
2 hours ago
Montreal, Quebec, Canada BMO Full timeMortgage Specialist Job DescriptionBMO is seeking a skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with referral networks to drive new mortgage business and increase BMO's share of the home financing market.Key Responsibilities:Proactively contact referral and...
-
Mobile Mortgage Specialist Assistant
4 days ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled and organized Mobile Mortgage Specialist Assistant to join our dynamic team at The Toronto-Dominion Bank (Canada). As a key member of our Mobile Mortgage Sales Force, you will provide critical support to our Mortgage Specialists, enabling them to focus on sales and business development activities.Key...
-
Mobile Mortgage Specialist Assistant
3 days ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled and organized Mobile Mortgage Specialist Assistant to join our dynamic team at The Toronto-Dominion Bank (Canada). As a key member of our Mobile Mortgage Sales Force, you will provide critical support to our Mortgage Specialists, enabling them to focus on sales and business development activities.Key...
-
Mortgage Specialist
4 days ago
Montreal, Quebec, Canada BMO Full timeAbout the RoleWe are seeking a highly skilled Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with a referral network to drive new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesProactively contact referral and origination...
-
Mortgage Specialist
3 days ago
Montreal, Quebec, Canada BMO Full timeAbout the RoleWe are seeking a highly skilled Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with a referral network to drive new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesProactively contact referral and origination...
-
Mortgage Specialist
4 days ago
Montreal, Quebec, Canada BMO Full timeAbout the RoleWe are seeking a highly skilled Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with a referral network to drive new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesProactively contact referral and origination...
-
Mortgage Specialist
4 days ago
Montreal, Quebec, Canada BMO Full timeAbout the RoleWe are seeking a highly skilled Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with a referral network to drive new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesProactively contact referral and origination...
-
Mobile Mortgage Specialist Assistant
6 days ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled and organized Mobile Mortgage Specialist Assistant to join our dynamic team at The Toronto-Dominion Bank (Canada). As a key member of our Mobile Mortgage Sales Force, you will provide critical support to our Mortgage Specialists, enabling them to focus on sales and business development activities.Key...
-
Mobile Mortgage Specialist Assistant
5 days ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled and organized Mobile Mortgage Specialist Assistant to join our dynamic team at The Toronto-Dominion Bank (Canada). As a key member of our Mobile Mortgage Sales Force, you will provide critical support to our Mortgage Specialists, enabling them to focus on sales and business development activities.Key...
-
Mobile Mortgage Specialist Assistant
1 week ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled and organized Mobile Mortgage Specialist Assistant to join our dynamic team at The Toronto-Dominion Bank (Canada). As a key member of our Mobile Mortgage Sales Force, you will provide critical support to our Mortgage Specialists, enabling them to focus on sales and business development activities.Key...
-
Mobile Mortgage Specialist Assistant
1 week ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled and organized Mobile Mortgage Specialist Assistant to join our dynamic team at The Toronto-Dominion Bank (Canada). As a key member of our Mobile Mortgage Sales Force, you will provide critical support to our Mortgage Specialists, enabling them to focus on sales and business development activities.Key...
-
Mortgage Banking Specialist
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Mortgage Banking Specialist to join our team at Banque Nationale du Canada. As a key member of our mortgage services team, you will be responsible for providing exceptional client service and support to our clients in their mortgage renewal process.Key ResponsibilitiesClient Contact and...
-
Mortgage Banking Specialist
2 weeks ago
Montreal, Quebec, Canada Banque Nationale du Canada Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Mortgage Banking Specialist to join our team at Banque Nationale du Canada. As a key member of our mortgage services team, you will be responsible for providing exceptional client service and support to our clients in their mortgage renewal process.Key ResponsibilitiesClient Contact and...
-
Mobile Mortgage Specialist Assistant
1 week ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled and organized Mobile Mortgage Specialist Assistant to join our dynamic team at The Toronto-Dominion Bank (Canada). As a key member of our Mobile Mortgage Sales Force, you will provide critical support to our Mortgage Specialists, enabling them to focus on sales and business development activities.Key...
-
Mobile Mortgage Specialist Assistant
1 week ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled and organized Mobile Mortgage Specialist Assistant to join our dynamic team at The Toronto-Dominion Bank (Canada). As a key member of our Mobile Mortgage Sales Force, you will provide critical support to our Mortgage Specialists, enabling them to focus on sales and business development activities.Key...
-
Mobile Mortgage Specialist Assistant
5 days ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled and organized Mobile Mortgage Specialist Assistant to join our dynamic team at The Toronto-Dominion Bank (Canada). As a key member of our Mobile Mortgage Sales Force, you will provide critical support to our Mortgage Specialists, enabling them to focus on sales and business development activities.Key...
-
Mobile Mortgage Specialist Assistant
5 days ago
Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the RoleWe are seeking a highly skilled and organized Mobile Mortgage Specialist Assistant to join our dynamic team at The Toronto-Dominion Bank (Canada). As a key member of our Mobile Mortgage Sales Force, you will provide critical support to our Mortgage Specialists, enabling them to focus on sales and business development activities.Key...