Mortgage Business Development Specialist

2 days ago

Gatineau, Quebec, Canada BMO Full time
About the Role

We are seeking a highly skilled and experienced 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 identify sales opportunities and refer to BMO colleagues as appropriate.
  • Develop and execute effective marketing and sales programs to drive business results.
  • Follow corporate policies, operating directives, legal and regulatory requirements.
  • Assist with the implementation of targeted marketing programs, promotions, and other initiatives.
  • Actively search for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
  • Support the delivery of targeted marketing programs, promotions, and other initiatives.
  • Seek opportunities to expand network by obtaining referrals and originations from existing relationships.
  • Establish and enhance the Bank's community presence by participating in trade shows, conferences, and related events.
  • 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 to identify client needs for banking products and refer to appropriate BMO partners.
  • Stay abreast of consumer needs, industry trends, best practices, and the regulatory requirements, policies, and procedures 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.
Requirements
  • 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.
  • 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.

  • Mortgage Development Specialist

    5 days ago

    Gatineau, Quebec, Canada National Bank Full time

    About the RoleAs a Mortgage Development Manager at National Bank, you will play a crucial role in helping Personal Banking clients achieve their goal of buying a home. This is a unique opportunity to work with both internal and external partners to provide exceptional service and support.Key ResponsibilitiesCollaborate with internal partners to develop and...

  • Mortgage Development Specialist

    6 days ago

    Gatineau, Quebec, Canada National Bank Full time

    About the RoleAs a Mortgage Development Manager at National Bank, you will play a crucial role in helping Personal Banking clients achieve their goal of buying a home. This is a unique opportunity to work with both internal and external partners to provide exceptional service and support.Key ResponsibilitiesCollaborate with internal partners to develop and...

  • Mortgage Specialist

    2 days ago

    Gatineau, Quebec, Canada Scotiabank Full time

    Job Title: Mortgage SpecialistJob Summary:We are seeking a skilled Mortgage Specialist to join our team at Scotiabank. As a Mortgage Specialist, you will be responsible for building strong relationships with clients, providing expert mortgage advice, and driving mortgage sales. With a commission-based compensation structure and the flexibility of a mobile...

  • Mortgage Specialist

    2 days ago

    Gatineau, Quebec, Canada Scotiabank Full time

    Job Title: Mortgage SpecialistJob Summary:We are seeking a skilled Mortgage Specialist to join our team at Scotiabank. As a Mortgage Specialist, you will be responsible for building strong relationships with clients, providing expert mortgage advice, and driving mortgage sales. With a commission-based compensation structure and the flexibility of a mobile...

  • Mortgage Specialist

    1 week ago

    Gatineau, Quebec, Canada Scotiabank Full time

    About the Role:We are seeking a highly motivated and results-driven Mortgage Specialist to join our team at Scotiabank. As a Mortgage Specialist, you will have the opportunity to leverage your expertise in banking, relationship building, and client experience to build strong relationships, provide expert mortgage advice, and drive mortgage sales.Key...

  • Mortgage Specialist

    1 week ago

    Gatineau, Quebec, Canada Scotiabank Full time

    About the Role:We are seeking a highly motivated and results-driven Mortgage Specialist to join our team at Scotiabank. As a Mortgage Specialist, you will have the opportunity to leverage your expertise in banking, relationship building, and client experience to build strong relationships, provide expert mortgage advice, and drive mortgage sales.Key...

  • Mortgage Development Manager

    1 week ago

    Gatineau, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Mortgage Development Manager to join our team at National Bank. As a key member of our Residential Financing team, you will play a critical role in helping our clients achieve their dream of homeownership.Key ResponsibilitiesClient Development: Identify and develop relationships with potential...

  • Mortgage Development Manager

    1 week ago

    Gatineau, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Mortgage Development Manager to join our team at National Bank. As a key member of our Residential Financing team, you will play a critical role in helping our clients achieve their dream of homeownership.Key ResponsibilitiesClient Development: Identify and develop relationships with potential...

  • Mortgage Development Manager

    4 days ago

    Gatineau, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Mortgage Development Manager to join our team at National Bank. As a key member of our Residential Financing team, you will play a critical role in helping Personal Banking clients achieve their goal of buying a home.Key ResponsibilitiesDevelop and implement residential financing strategies for...

  • Mortgage Development Manager

    4 days ago

    Gatineau, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Mortgage Development Manager to join our team at National Bank. As a key member of our Residential Financing team, you will play a critical role in helping Personal Banking clients achieve their goal of buying a home.Key ResponsibilitiesDevelop and implement residential financing strategies for...

  • Mortgage Development Manager

    1 week ago

    Gatineau, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Mortgage Development Manager to join our team at National Bank. As a key member of our Residential Financing team, you will play a critical role in helping Personal Banking clients achieve their dream of homeownership.Key ResponsibilitiesDevelop and implement residential financing strategies for clients,...

  • Mortgage Development Manager

    1 week ago

    Gatineau, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Mortgage Development Manager to join our team at National Bank. As a key member of our Residential Financing team, you will play a critical role in helping Personal Banking clients achieve their dream of homeownership.Key ResponsibilitiesDevelop and implement residential financing strategies for clients,...

  • Mortgage Development Manager

    1 day ago

    Gatineau, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Mortgage Development Manager to join our team at National Bank. As a key member of our Residential Financing team, you will play a critical role in helping Personal Banking clients achieve their dream of homeownership.Key ResponsibilitiesDevelop and implement residential financing strategies to meet client...

  • Mortgage Development Manager

    1 day ago

    Gatineau, Quebec, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled Mortgage Development Manager to join our team at National Bank. As a key member of our Residential Financing team, you will play a critical role in helping Personal Banking clients achieve their dream of homeownership.Key ResponsibilitiesDevelop and implement residential financing strategies to meet client...

  • Test Development Specialist

    1 week ago

    Gatineau, Quebec, Canada Comtech Full time

    **Job Title:** Product Verification Specialist**Location:** Comtech**Job Summary:**We are seeking a highly skilled Product Verification Specialist to join our team at Comtech. As a Product Verification Specialist, you will be responsible for defining test objectives, writing test cases, building test systems, and executing functional, application,...

  • Test Development Specialist

    1 week ago

    Gatineau, Quebec, Canada Comtech Full time

    **Job Title:** Product Verification Specialist**Location:** Comtech**Job Summary:**We are seeking a highly skilled Product Verification Specialist to join our team at Comtech. As a Product Verification Specialist, you will be responsible for defining test objectives, writing test cases, building test systems, and executing functional, application,...

  • Conseiller bancaire polyvalent

    1 week ago

    Gatineau, Quebec, Canada Banque Nationale Full time

    Job DescriptionAs a Conseiller bancaire polyvalent at Banque Nationale, you will have the opportunity to work in a dynamic and varied role that allows you to grow your career while improving the lives of our clients, your colleagues, and your own.Key Responsibilities:Provide exceptional customer service and respond to client inquiries.Guide clients through...

  • Conseiller bancaire polyvalent

    1 week ago

    Gatineau, Quebec, Canada Banque Nationale Full time

    Job DescriptionAs a Conseiller bancaire polyvalent at Banque Nationale, you will have the opportunity to work in a dynamic and varied role that allows you to grow your career while improving the lives of our clients, your colleagues, and your own.Key Responsibilities:Provide exceptional customer service and respond to client inquiries.Guide clients through...

  • Conseiller bancaire polyvalent

    4 days ago

    Gatineau, Quebec, Canada Banque Nationale Full time

    Job DescriptionAs a Conseiller bancaire polyvalent at Banque Nationale, you will have the opportunity to work in a dynamic and varied role that allows you to grow your career while improving the lives of our clients, your colleagues, and your own.Key Responsibilities:Provide exceptional customer service and respond to client inquiries.Guide clients through...

  • Conseiller bancaire polyvalent

    5 days ago

    Gatineau, Quebec, Canada Banque Nationale Full time

    Job DescriptionAs a Conseiller bancaire polyvalent at Banque Nationale, you will have the opportunity to work in a dynamic and varied role that allows you to grow your career while improving the lives of our clients, your colleagues, and your own.Key Responsibilities:Provide exceptional customer service and respond to client inquiries.Guide clients through...