Mortgage Business Development Specialist

4 weeks ago

Abbotsford, British Columbia, Canada BMO Full time
Mortgage Specialist Job Description

BMO is seeking a skilled Mortgage Specialist to join our team. 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 achieve individual sales and profitability goals.
  • Support the delivery of targeted marketing programs and promotions.
  • Establish and enhance the Bank's community presence through participation in trade shows and events.
  • Serve as a customer advocate during application and processing activities.
  • Complete onboarding activities as required.
  • Deliver exceptional customer service to build trust and expertise.
  • Guide customers throughout the mortgage application and processing activities.
  • Partner with branch teams to finalize mortgage documentation and refer customers with non-mortgage needs.
  • Resolve or escalate issues to meet customer expectations and ensure timely funds advancement.
  • Provide customers with friendly, courteous, and professional service to identify client needs for banking products.
  • Stay abreast of consumer needs, industry trends, and regulatory requirements for mortgage products and services.
  • Address customer service issues according to established parameters.
  • Develop solutions and make recommendations based on business strategy and stakeholder needs.
  • Provide advice and guidance to assigned business/group on solution implementation.
  • Support the execution of strategic initiatives 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.
Qualifications:
  • 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.

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